SageView Advisory Group’s Duke Energy DUK Stock Holding History

SageView Advisory 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
2025 Q4	$2.25M	Sell	19,199 -784	-4%	-$95.7K	0.08%	141
2025 Q3	$2.47M	Buy	19,983 +11,296	+130%	+$1.37M	0.09%	139
2025 Q2	$1.02M	Sell	8,687 -22	-0.3%	-$2.6K	0.04%	238
2025 Q1	$1.06M	Sell	8,709 -712	-8%	-$81.2K	0.05%	215
2024 Q4	$1.02M	Buy	9,421 +347	+4%	+$39.3K	0.04%	220
2024 Q3	$1.05M	Sell	9,074 -4,414	-33%	-$491K	0.05%	189
2024 Q2	$1.34M	Buy	13,488 +593	+5%	+$59.3K	0.06%	182
2024 Q1	$1.25M	Sell	12,895 -5,428	-30%	-$515K	0.06%	169
2023 Q4	$1.75M	Buy	18,323 +4,507	+33%	+$410K	0.08%	164
2023 Q3	$1.22M	Sell	13,816 -2,603	-16%	-$239K	0.07%	181
2023 Q2	$1.47M	Buy	16,419 +539	+3%	+$50.9K	0.08%	162
2023 Q1	$1.53M	Buy	15,880 +11,505	+263%	+$1.14M	0.1%	137
2022 Q4	$451K	Buy	+4,375	New	+$420K	0.04%	252

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SageView Advisory Group's DUK Position: Q4 2025 in Review

SageView Advisory Group reduced its Duke Energy (DUK) stake by 3.9% in Q4 2025, selling an estimated $95.7K and leaving 19,199 shares worth $2.25M. The position accounts for 0.08% of the portfolio, ranked #141.

SageView Advisory Group first reported a position in DUK in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.47M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

SageView Advisory Group held 19,199 shares of Duke Energy worth $2.25M as of Q4 2025.
SageView Advisory Group sold 784 Duke Energy shares in Q4 2025, an estimated $95.7K.
Duke Energy made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #141 holding.
SageView Advisory Group first reported a position in Duke Energy in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Duke Energy position peaked at $2.47M in Q3 2025.
2,398 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.