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Sage Mountain Advisors’s Duke Energy DUK Stock Holding History

Sage Mountain Advisors’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
-5,176
Closed -$607K – 375
2025
Q4 		$607K Sell
5,176
-2,167
-30% -$265K 0.03% 243
2025
Q3 		$909K Buy
7,343
+3,695
+101% +$448K 0.05% 175
2025
Q2 		$430K Sell
3,648
-196
-5% -$23.1K 0.03% 264
2025
Q1 		$469K Buy
+3,844
New +$438K 0.03% 232
2024
Q4 		– Sell
-2,115
Closed -$244K – 488
2024
Q3 		$244K Sell
2,115
-1,313
-38% -$146K 0.02% 336
2024
Q2 		$344K Buy
3,428
+308
+10% +$30.8K 0.03% 230
2024
Q1 		$302K Sell
3,120
-475
-13% -$45.1K 0.03% 239
2023
Q4 		$349K Sell
3,595
-696
-16% -$63.3K 0.04% 179
2023
Q3 		$379K Buy
4,291
+145
+3% +$13.3K 0.05% 150
2023
Q2 		$372K Sell
4,146
-212
-5% -$20K 0.05% 152
2023
Q1 		$420K Buy
4,358
+2,197
+102% +$217K 0.07% 121
2022
Q4 		$223K Buy
+2,161
New +$207K 0.05% 144

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

Sage Mountain Advisors's DUK Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 5,176 shares — an estimated $607K sold.

Sage Mountain Advisors first reported a position in DUK in Q4 2022 and held it in 12 quarters. The position peaked at $909K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,176 Duke Energy shares in Q1 2026, an estimated $607K.
  • Sage Mountain Advisors first reported a position in Duke Energy in Q4 2022 and held it in 12 quarters.
  • Sage Mountain Advisors's Duke Energy position peaked at $909K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.