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Utah Retirement Systems’s Duke Energy DUK Stock Holding History

Utah Retirement Systems’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 		$16.6M Sell
126,484
-1,973
-2% -$247K 0.17% 108
2025
Q4 		$15.1M Sell
128,457
-105
-0.1% -$12.8K 0.14% 120
2025
Q3 		$15.9M Buy
128,562
+1,203
+0.9% +$146K 0.15% 118
2025
Q2 		$15M Sell
127,359
-427
-0.3% -$50.4K 0.16% 122
2025
Q1 		$15.6M Hold
127,786
– – 0.18% 111
2024
Q4 		$13.8M Buy
127,786
+200
+0.2% +$22.7K 0.15% 125
2024
Q3 		$14.7M Buy
127,586
+500
+0.4% +$55.6K 0.17% 116
2024
Q2 		$12.7M Sell
127,086
-6,600
-5% -$660K 0.15% 126
2024
Q1 		$12.9M Sell
133,686
-100
-0.1% -$9.49K 0.15% 129
2023
Q4 		$13M Buy
133,786
+1,200
+0.9% +$109K 0.17% 123
2023
Q3 		$11.7M Buy
132,586
+200
+0.2% +$18.3K 0.17% 123
2023
Q2 		$11.9M Sell
132,386
-4,700
-3% -$444K 0.16% 121
2023
Q1 		$13.2M Buy
137,086
+400
+0.3% +$39.5K 0.19% 109
2022
Q4 		$14.1M Sell
136,686
-1,400
-1% -$134K 0.22% 99
2022
Q3 		$12.8M Buy
138,086
+1,000
+0.7% +$107K 0.21% 96
2022
Q2 		$14.7M Sell
137,086
-200
-0.1% -$22K 0.24% 82
2022
Q1 		$15.3M Sell
137,286
-2,300
-2% -$239K 0.2% 97
2021
Q4 		$14.6M Buy
139,586
+300
+0.2% +$30.4K 0.18% 110
2021
Q3 		$13.6M Sell
139,286
-7,400
-5% -$766K 0.18% 109
2021
Q2 		$14.5M Buy
146,686
+5,500
+4% +$553K 0.19% 110
2021
Q1 		$13.6M Sell
141,186
-6,200
-4% -$566K 0.19% 113
2020
Q4 		$13.5M Buy
147,386
+6,400
+5% +$592K 0.19% 107
2020
Q3 		$12.5M Buy
140,986
+900
+0.6% +$74.2K 0.21% 98
2020
Q2 		$11.2M Buy
140,086
+1,100
+0.8% +$92.9K 0.21% 101
2020
Q1 		$11.2M Hold
138,986
– – 0.24% 87
2019
Q4 		$12.7M Buy
138,986
+500
+0.4% +$45.8K 0.22% 94
2019
Q3 		$13.3M Buy
138,486
+1,200
+0.9% +$109K 0.25% 79
2019
Q2 		$12.1M Buy
137,286
+2,563
+2% +$227K 0.23% 87
2019
Q1 		$12.1M Buy
134,723
+1,840
+1% +$162K 0.24% 88
2018
Q4 		$11.5M Buy
132,883
+300
+0.2% +$25.5K 0.26% 80
2018
Q3 		$10.6M Buy
132,583
+2,600
+2% +$210K 0.21% 103
2018
Q2 		$10.3M Sell
129,983
-700
-0.5% -$53.8K 0.21% 100
2018
Q1 		$10.1M Buy
130,683
+200
+0.2% +$15.5K 0.22% 102
2017
Q4 		$11M Buy
130,483
+1,900
+1% +$166K 0.23% 91
2017
Q3 		$10.8M Buy
128,583
+100
+0.1% +$8.56K 0.24% 88
2017
Q2 		$10.7M Buy
128,483
+2,100
+2% +$177K 0.25% 86
2017
Q1 		$10.4M Buy
126,383
+100
+0.1% +$7.95K 0.25% 86
2016
Q4 		$9.8M Hold
126,283
– – 0.25% 86
2016
Q3 		$10.1M Hold
126,283
– – 0.26% 79
2016
Q2 		$10.8M Buy
126,283
+2,000
+2% +$160K 0.29% 70
2016
Q1 		$10M Buy
124,283
+200
+0.2% +$15.1K 0.27% 78
2015
Q4 		$8.86M Buy
124,083
+300
+0.2% +$21.1K 0.24% 85
2015
Q3 		$8.9M Buy
123,783
+700
+0.6% +$50.7K 0.26% 79
2015
Q2 		$8.69M Sell
123,083
-3,400
-3% -$257K 0.23% 94
2015
Q1 		$9.71M Buy
126,483
+4,100
+3% +$333K 0.26% 85
2014
Q4 		$10.2M Hold
122,383
– – 0.28% 78
2014
Q3 		$9.15M Sell
122,383
-300
-0.2% -$21.9K 0.26% 84
2014
Q2 		$9.1M Sell
122,683
-4,100
-3% -$295K 0.26% 81
2014
Q1 		$9.03M Buy
126,783
+900
+0.7% +$62.7K 0.26% 82
2013
Q4 		$8.69M Hold
125,883
– – 0.26% 81
2013
Q3 		$8.41M Sell
125,883
-1,000
-0.8% -$68.2K 0.27% 78
2013
Q2 		$8.56M Buy
+126,883
New +$8.97M 0.29% 74

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

Utah Retirement Systems's DUK Position: Q1 2026 in Review

Utah Retirement Systems reduced its Duke Energy (DUK) stake by 1.5% in Q1 2026, selling an estimated $247K and leaving 126,484 shares worth $16.6M. The position accounts for 0.17% of the portfolio, ranked #108.

Utah Retirement Systems first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Utah Retirement Systems held 126,484 shares of Duke Energy worth $16.6M as of Q1 2026.
  • Utah Retirement Systems sold 1,973 Duke Energy shares in Q1 2026, an estimated $247K.
  • Duke Energy made up 0.17% of Utah Retirement Systems's portfolio in Q1 2026, its #108 holding.
  • Utah Retirement Systems first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.