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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
Q2 		$27.6M Buy
218,196
+4,872
+2% +$615K 0.13% 167
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 $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 $3.38T AUM 44.17% 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

Sanctuary Advisors's DUK Position: Q2 2026 in Review

Sanctuary Advisors increased its Duke Energy (DUK) stake by 2.3% in Q2 2026, buying an estimated $615K and bringing the position to 218,196 shares worth $27.6M. The position accounts for 0.13% of the portfolio, ranked #167.

Sanctuary Advisors first reported a position in DUK in Q2 2024 and has held it in 9 quarters since. The position peaked at $27.9M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sanctuary Advisors held 218,196 shares of Duke Energy worth $27.6M as of Q2 2026.
  • Sanctuary Advisors bought 4,872 Duke Energy shares in Q2 2026, an estimated $615K.
  • Duke Energy made up 0.13% of Sanctuary Advisors's portfolio in Q2 2026, its #167 holding.
  • Sanctuary Advisors first reported a position in Duke Energy in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Duke Energy position peaked at $27.9M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.