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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
2026
Q2 		$704K Sell
5,562
-104
-2% -$13.1K 0.02% 300
2026
Q1 		$742K Sell
5,666
-13,533
-70% -$1.69M 0.03% 273
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

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

SageView Advisory Group's DUK Position: Q2 2026 in Review

SageView Advisory Group reduced its Duke Energy (DUK) stake by 1.8% in Q2 2026, selling an estimated $13.1K and leaving 5,562 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #300.

SageView Advisory Group first reported a position in DUK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.47M in Q3 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • SageView Advisory Group held 5,562 shares of Duke Energy worth $704K as of Q2 2026.
  • SageView Advisory Group sold 104 Duke Energy shares in Q2 2026, an estimated $13.1K.
  • Duke Energy made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #300 holding.
  • SageView Advisory Group first reported a position in Duke Energy in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Duke Energy position peaked at $2.47M in Q3 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.