SEC 13F Intelligence

United Asset Strategies, Inc. / DUK

United Asset Strategies, Inc.’s Duke Energy Corp New Position

Does United Asset Strategies, Inc. own Duke Energy Corp New (DUK)? Yes — 111.5K shares worth $15M (+1.16% of its 13F portfolio) as of Q1 2026, up from 109.3K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
111.5K
% of Portfolio
+1.16%
Quarters Held
22
currently held

Position History DUK

Reported value by quarter
Q4 ’18: $262,000Q4 ’18Q1 ’21: $219,000Q2 ’21: $303,000Q3 ’21: $309,000Q3 ’21Q4 ’21: $372,000Q1 ’22: $396,000Q2 ’22: $385,000Q2 ’22Q3 ’22: $376,000Q4 ’22: $280,095Q1 ’23: $221,015Q1 ’23Q2 ’23: $205,597Q3 ’23: $202,206Q4 ’23: $233,637Q4 ’23Q1 ’24: $226,943Q2 ’24: $223,276Q3 ’24: $327,295Q3 ’24Q4 ’24: $302,387Q1 ’25: $301,831Q2 ’25: $12MQ2 ’25Q3 ’25: $13MQ4 ’25: $13MQ1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026111.5K$15M+1.16%
Q4 2025109.3K$13M+0.99%
Q3 2025107.6K$13M+1.07%
Q2 2025105.6K$12M+1.06%
Q1 20252.5K$301,831+0.03%
Q4 20242.8K$302,387+0.03%
Q3 20242.8K$327,295+0.03%
Q2 20242.2K$223,276+0.02%
Q1 20242.3K$226,943+0.02%
Q4 20232.4K$233,637+0.03%
Q3 20232.3K$202,206+0.03%
Q2 20232.3K$205,597+0.03%
Q1 20232.3K$221,015+0.03%
Q4 20222.7K$280,095+0.04%
Q3 20224.0K$376,000+0.06%
Q2 20223.6K$385,000+0.06%
Q1 20223.5K$396,000+0.05%
Q4 20213.5K$372,000+0.04%
Q3 20213.2K$309,000+0.04%
Q2 20213.1K$303,000+0.04%
Q1 20212.3K$219,000+0.03%
Q4 20183.0K$262,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Asset Strategies, Inc.’s full portfolio or all institutional holders of DUK.