SWP
DUK icon

Sagespring Wealth Partners’s Duke Energy DUK Stock Holding History

Sagespring Wealth Partners’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 		$4.66M Buy
35,594
+845
+2% +$106K 0.09% 120
2025
Q4 		$4.07M Sell
34,749
-305
-0.9% -$37.2K 0.07% 131
2025
Q3 		$4.34M Buy
35,054
+1,497
+4% +$182K 0.08% 115
2025
Q2 		$3.96M Buy
33,557
+3,023
+10% +$357K 0.09% 119
2025
Q1 		$3.72M Buy
30,534
+6,069
+25% +$692K 0.09% 112
2024
Q4 		$2.64M Buy
+24,465
New +$2.77M 0.07% 119

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

Sagespring Wealth Partners's DUK Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Duke Energy (DUK) stake by 2.4% in Q1 2026, buying an estimated $106K and bringing the position to 35,594 shares worth $4.66M. The position accounts for 0.09% of the portfolio, ranked #120.

Sagespring Wealth Partners first reported a position in DUK in Q4 2024 and has held it in 6 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Sagespring Wealth Partners held 35,594 shares of Duke Energy worth $4.66M as of Q1 2026.
  • Sagespring Wealth Partners bought 845 Duke Energy shares in Q1 2026, an estimated $106K.
  • Duke Energy made up 0.09% of Sagespring Wealth Partners's portfolio in Q1 2026, its #120 holding.
  • Sagespring Wealth Partners first reported a position in Duke Energy in Q4 2024 and has held it in 6 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.