Universal-Beteiligungs- und Servicegesellschaft
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's DUK Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Duke Energy (DUK) stake by 12% in Q1 2026, buying an estimated $3.69M and bringing the position to 285,943 shares worth $37.2M. The position accounts for 0.06% of the portfolio, ranked #263.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 285,943 shares of Duke Energy worth $37.2M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 29,506 Duke Energy shares in Q1 2026, an estimated $3.69M.
  • Duke Energy made up 0.06% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #263 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.