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
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 $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

Univest Financial's DUK Position: Q1 2026 in Review

Univest Financial increased its Duke Energy (DUK) stake by 0.08% in Q1 2026, buying an estimated $250 and bringing the position to 2,604 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #221.

Univest Financial first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. The position peaked at $388K in Q3 2024. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Univest Financial held 2,604 shares of Duke Energy worth $341K as of Q1 2026.
  • Univest Financial bought 2 Duke Energy shares in Q1 2026, an estimated $250.
  • Duke Energy made up 0.02% of Univest Financial's portfolio in Q1 2026, its #221 holding.
  • Univest Financial first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Duke Energy position peaked at $388K in Q3 2024.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.