S
DUK icon

Sachetta’s Duke Energy DUK Stock Holding History

Sachetta’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 		$86.2K Buy
681
+60
+10% +$7.57K 0.04% 152
2026
Q1 		$81.3K Buy
621
+19
+3% +$2.38K 0.04% 155
2025
Q4 		$70.6K Buy
602
+339
+129% +$41.4K 0.04% 166
2025
Q3 		$32.5K Hold
263
– – 0.01% 311
2025
Q2 		$31K Buy
263
+36
+16% +$4.25K 0.01% 308
2025
Q1 		$27.7K Sell
227
-125
-36% -$14.2K 0.01% 314
2024
Q4 		$37.9K Sell
352
-81
-19% -$9.18K 0.02% 294
2024
Q3 		$49.9K Buy
433
+108
+33% +$12K 0.02% 273
2024
Q2 		$35.7K Buy
325
+96
+42% +$9.6K 0.02% 275
2024
Q1 		$22.2K Hold
229
– – 0.01% 296
2023
Q4 		$22.2K Buy
+229
New +$20.8K 0.01% 296

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sachetta's DUK Position: Q2 2026 in Review

Sachetta increased its Duke Energy (DUK) stake by 9.7% in Q2 2026, buying an estimated $7.57K and bringing the position to 681 shares worth $86.2K. The position accounts for 0.04% of the portfolio, ranked #152.

Sachetta first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 526 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sachetta held 681 shares of Duke Energy worth $86.2K as of Q2 2026.
  • Sachetta bought 60 Duke Energy shares in Q2 2026, an estimated $7.57K.
  • Duke Energy made up 0.04% of Sachetta's portfolio in Q2 2026, its #152 holding.
  • Sachetta first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 526 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.