Sand Hill Global Advisors’s Duke Energy DUK Stock Holding History

Sand Hill Global 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	$211K	Buy	+1,609	New	+$201K	0.01%	196
2025 Q3	–	Sell	-2,074	Closed	-$245K	–	202
2025 Q2	$245K	Buy	2,074 +408	+24%	+$48.1K	0.01%	186
2025 Q1	$203K	Buy	+1,666	New	+$190K	0.01%	191
2013 Q3	–	Sell	-39,823	Closed	-$2.69M	–	74
2013 Q2	$2.69M	Buy	+39,823	New	+$2.81M	0.74%	39

Other funds holding DUK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sand Hill Global Advisors's DUK Position: Q1 2026 in Review

Sand Hill Global Advisors opened a new position in Duke Energy (DUK) in Q1 2026: 1,609 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Sand Hill Global Advisors previously reported a position in DUK as recently as Q2 2025.

Sand Hill Global Advisors first reported a position in DUK in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.69M in Q2 2013. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Sand Hill Global Advisors held 1,609 shares of Duke Energy worth $211K as of Q1 2026.
Duke Energy was a new Sand Hill Global Advisors position in Q1 2026.
Duke Energy made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #196 holding.
Sand Hill Global Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 4 quarters since.
Sand Hill Global Advisors's Duke Energy position peaked at $2.69M in Q2 2013.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.