SageGuard Financial Group’s Duke Energy DUK Stock Holding History

SageGuard Financial Group’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	$12M	Sell	94,682 -2,391	-2%	-$302K	1.68%	14
2026 Q1	$12.7M	Buy	97,073 +223	+0.2%	+$27.9K	1.97%	13
2025 Q4	$11.4M	Buy	+96,850	New	+$11.8M	1.81%	18
2021 Q3	–	Sell	-97,765	Closed	-$9.65M	–	52
2021 Q2	$9.65M	Sell	97,765 -24,892	-20%	-$2.5M	4.38%	5
2021 Q1	$11.8M	Sell	122,657 -42,181	-26%	-$3.85M	5.51%	2
2020 Q4	$15.1M	Buy	+164,838	New	+$15.2M	7.27%	2

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SageGuard Financial Group's DUK Position: Q2 2026 in Review

SageGuard Financial Group reduced its Duke Energy (DUK) stake by 2.5% in Q2 2026, selling an estimated $302K and leaving 94,682 shares worth $12M. The position accounts for 1.68% of the portfolio, ranked #14.

SageGuard Financial Group first reported a position in DUK in Q4 2020 and has held it in 6 quarters since. The position peaked at $15.1M in Q4 2020. 1,582 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

SageGuard Financial Group held 94,682 shares of Duke Energy worth $12M as of Q2 2026.
SageGuard Financial Group sold 2,391 Duke Energy shares in Q2 2026, an estimated $302K.
Duke Energy made up 1.68% of SageGuard Financial Group's portfolio in Q2 2026, its #14 holding.
SageGuard Financial Group first reported a position in Duke Energy in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Duke Energy position peaked at $15.1M in Q4 2020.
1,582 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.