BTG Pactual Asset Management US’s Duke Energy DUK Stock Holding History

BTG Pactual Asset Management US’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	–	Sell	-21,739	Closed	-$2.55M	–	356
2025 Q4	$2.55M	Sell	21,739 -60,437	-74%	-$7.38M	0.25%	76
2025 Q3	$10.2M	Buy	82,176 +4,634	+6%	+$562K	0.48%	25
2025 Q2	$9.15M	Buy	77,542 +27,046	+54%	+$3.19M	1%	25
2025 Q1	$6.16M	Sell	50,496 -52,455	-51%	-$5.98M	0.66%	34
2024 Q4	$11.1M	Buy	+102,951	New	+$11.7M	1.15%	19

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTG Pactual Asset Management US's DUK Position: Q1 2026 in Review

BTG Pactual Asset Management US sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 21,739 shares — an estimated $2.55M sold.

BTG Pactual Asset Management US first reported a position in DUK in Q4 2024 and held it in 5 quarters. The position peaked at $11.1M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

BTG Pactual Asset Management US reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
BTG Pactual Asset Management US sold 21,739 Duke Energy shares in Q1 2026, an estimated $2.55M.
BTG Pactual Asset Management US first reported a position in Duke Energy in Q4 2024 and held it in 5 quarters.
BTG Pactual Asset Management US's Duke Energy position peaked at $11.1M in Q4 2024.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.