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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
Q2 		$4.7M Buy
37,152
+1,558
+4% +$197K 0.07% 135
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sagespring Wealth Partners's DUK Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Duke Energy (DUK) stake by 4.4% in Q2 2026, buying an estimated $197K and bringing the position to 37,152 shares worth $4.7M. The position accounts for 0.07% of the portfolio, ranked #135.

Sagespring Wealth Partners first reported a position in DUK in Q4 2024 and has held it in 7 quarters since. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sagespring Wealth Partners held 37,152 shares of Duke Energy worth $4.7M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,558 Duke Energy shares in Q2 2026, an estimated $197K.
  • Duke Energy made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Sagespring Wealth Partners first reported a position in Duke Energy in Q4 2024 and has held it in 7 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.