University of Texas/Texas AM Investment Management Co (UTIMCO)’s Duke Energy DUK Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$5.33M	Sell	42,128 -12,775	-23%	-$1.61M	0.62%	33
2026 Q1	$7.19M	Buy	54,903 +34,539	+170%	+$4.32M	1.05%	13
2025 Q4	$2.39M	Buy	20,364 +1,604	+9%	+$196K	0.34%	58
2025 Q3	$2.32M	Buy	18,760 +14,966	+394%	+$1.82M	0.34%	53
2025 Q2	$448K	Buy	+3,794	New	+$448K	0.07%	85
2025 Q1	–	Sell	-12,959	Closed	-$1.4M	–	176
2024 Q4	$1.4M	Buy	+12,959	New	+$1.47M	0.16%	67

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s DUK Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) reduced its Duke Energy (DUK) stake by 23% in Q2 2026, selling an estimated $1.61M and leaving 42,128 shares worth $5.33M. The position accounts for 0.62% of the portfolio, ranked #33.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.19M in Q1 2026. 1,986 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 42,128 shares of Duke Energy worth $5.33M as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) sold 12,775 Duke Energy shares in Q2 2026, an estimated $1.61M.
Duke Energy made up 0.62% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #33 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s Duke Energy position peaked at $7.19M in Q1 2026.
1,986 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.