UF
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Univest Financial’s Duke Energy DUK Stock Holding History

Univest Financial’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 		$592K Buy
4,678
+2,074
+80% +$262K 0.03% 188
2026
Q1 		$341K Buy
2,604
+2
+0.1% +$250 0.02% 221
2025
Q4 		$305K Buy
2,602
+8
+0.3% +$977 0.02% 230
2025
Q3 		$321K Sell
2,594
-289
-10% -$35.1K 0.02% 222
2025
Q2 		$340K Sell
2,883
-222
-7% -$26.2K 0.02% 217
2025
Q1 		$379K Sell
3,105
-259
-8% -$29.5K 0.02% 219
2024
Q4 		$362K Hold
3,364
– – 0.02% 224
2024
Q3 		$388K Buy
+3,364
New +$374K 0.03% 221

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

Univest Financial's DUK Position: Q2 2026 in Review

Univest Financial increased its Duke Energy (DUK) stake by 80% in Q2 2026, buying an estimated $262K and bringing the position to 4,678 shares worth $592K. The position accounts for 0.03% of the portfolio, ranked #188.

Univest Financial first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Univest Financial held 4,678 shares of Duke Energy worth $592K as of Q2 2026.
  • Univest Financial bought 2,074 Duke Energy shares in Q2 2026, an estimated $262K.
  • Duke Energy made up 0.03% of Univest Financial's portfolio in Q2 2026, its #188 holding.
  • Univest Financial first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.