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Sanctuary Advisors’s Duke Energy DUK Stock Holding History

Sanctuary Advisors’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 		$27.9M Buy
213,324
+1,633
+0.8% +$204K 0.15% 148
2025
Q4 		$24.8M Buy
211,691
+8,476
+4% +$1.04M 0.14% 160
2025
Q3 		$25.1M Sell
203,215
-3,883
-2% -$471K 0.14% 152
2025
Q2 		$24.4M Buy
207,098
+15,321
+8% +$1.81M 0.15% 144
2025
Q1 		$23.4M Buy
191,777
+1,885
+1% +$215K 0.16% 138
2024
Q4 		$21.3M Sell
189,892
-19,193
-9% -$2.17M 0.13% 160
2024
Q3 		$24M Buy
209,085
+78,611
+60% +$8.75M 0.15% 138
2024
Q2 		$12.7M Buy
+130,474
New +$13.1M 0.09% 236

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

Sanctuary Advisors's DUK Position: Q1 2026 in Review

Sanctuary Advisors increased its Duke Energy (DUK) stake by 0.77% in Q1 2026, buying an estimated $204K and bringing the position to 213,324 shares worth $27.9M. The position accounts for 0.15% of the portfolio, ranked #148.

Sanctuary Advisors first reported a position in DUK in Q2 2024 and has held it in 8 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Sanctuary Advisors held 213,324 shares of Duke Energy worth $27.9M as of Q1 2026.
  • Sanctuary Advisors bought 1,633 Duke Energy shares in Q1 2026, an estimated $204K.
  • Duke Energy made up 0.15% of Sanctuary Advisors's portfolio in Q1 2026, its #148 holding.
  • Sanctuary Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 8 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.