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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
Q2 		– Sell
-1,609
Closed -$211K – 219
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
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

Sand Hill Global Advisors's DUK Position: Q2 2026 in Review

Sand Hill Global Advisors sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,609 shares — an estimated $211K sold.

Sand Hill Global Advisors first reported a position in DUK in Q2 2013 and held it in 4 quarters. The position peaked at $2.69M in Q2 2013. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sand Hill Global Advisors reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Sand Hill Global Advisors sold 1,609 Duke Energy shares in Q2 2026, an estimated $211K.
  • Sand Hill Global Advisors first reported a position in Duke Energy in Q2 2013 and held it in 4 quarters.
  • Sand Hill Global Advisors's Duke Energy position peaked at $2.69M in Q2 2013.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.