Universal-Beteiligungs- und Servicegesellschaft
DUK icon

Universal-Beteiligungs- und Servicegesellschaft’s Duke Energy DUK Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.3M Buy
312,139
+26,196
+9% +$3.3M 0.06% 278
2026
Q1 		$37.2M Buy
285,943
+29,506
+12% +$3.69M 0.06% 263
2025
Q4 		$30M Buy
256,437
+50,436
+24% +$6.16M 0.05% 298
2025
Q3 		$25.5M Sell
206,001
-8,781
-4% -$1.07M 0.04% 337
2025
Q2 		$25.3M Buy
214,782
+39,229
+22% +$4.63M 0.04% 330
2025
Q1 		$21.4M Buy
175,553
+1,549
+0.9% +$177K 0.04% 352
2024
Q4 		$18.7M Buy
+174,004
New +$19.7M 0.04% 381

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's DUK Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Duke Energy (DUK) stake by 9.2% in Q2 2026, buying an estimated $3.3M and bringing the position to 312,139 shares worth $39.3M. The position accounts for 0.06% of the portfolio, ranked #278.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 312,139 shares of Duke Energy worth $39.3M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 26,196 Duke Energy shares in Q2 2026, an estimated $3.3M.
  • Duke Energy made up 0.06% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #278 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.