SFP
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Sandbox Financial Partners’s Duke Energy DUK Stock Holding History

Sandbox Financial Partners’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 		$403K Sell
3,074
-421
-12% -$52.6K 0.11% 85
2025
Q4 		$410K Sell
3,495
-28
-0.8% -$3.42K 0.11% 82
2025
Q3 		$436K Buy
3,523
+51
+1% +$6.19K 0.12% 78
2025
Q2 		$410K Buy
3,472
+25
+0.7% +$2.95K 0.13% 76
2025
Q1 		$420K Buy
3,447
+9
+0.3% +$1.03K 0.15% 69
2024
Q4 		$370K Sell
3,438
-14
-0.4% -$1.59K 0.12% 78
2024
Q3 		$398K Buy
3,452
+5
+0.1% +$557 0.14% 72
2024
Q2 		$345K Buy
3,447
+53
+2% +$5.3K 0.13% 74
2024
Q1 		$328K Buy
3,394
+44
+1% +$4.17K 0.14% 73
2023
Q4 		$325K Sell
3,350
-65
-2% -$5.91K 0.15% 67
2023
Q3 		$301K Buy
3,415
+15
+0.4% +$1.38K 0.16% 70
2023
Q2 		$305K Sell
3,400
-2,274
-40% -$215K 0.16% 73
2023
Q1 		$547K Buy
5,674
+14
+0.2% +$1.38K 0.33% 40
2022
Q4 		$583K Sell
5,660
-488
-8% -$46.8K 0.4% 36
2022
Q3 		$572K Buy
6,148
+7
+0.1% +$752 0.42% 34
2022
Q2 		$658K Buy
6,141
+12
+0.2% +$1.32K 0.47% 32
2022
Q1 		$684K Sell
6,129
-324
-5% -$33.7K 0.39% 34
2021
Q4 		$677K Buy
6,453
+142
+2% +$14.4K 0.42% 30
2021
Q3 		$616K Buy
6,311
+450
+8% +$46.6K 0.44% 31
2021
Q2 		$579K Buy
5,861
+8
+0.1% +$804 0.43% 32
2021
Q1 		$571K Buy
5,853
+72
+1% +$6.57K 0.47% 32
2020
Q4 		$529K Buy
+5,781
New +$535K 0.48% 27

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

Sandbox Financial Partners's DUK Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Duke Energy (DUK) stake by 12% in Q1 2026, selling an estimated $52.6K and leaving 3,074 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #85.

Sandbox Financial Partners first reported a position in DUK in Q4 2020 and has held it in 22 quarters since. The position peaked at $684K in Q1 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Sandbox Financial Partners held 3,074 shares of Duke Energy worth $403K as of Q1 2026.
  • Sandbox Financial Partners sold 421 Duke Energy shares in Q1 2026, an estimated $52.6K.
  • Duke Energy made up 0.11% of Sandbox Financial Partners's portfolio in Q1 2026, its #85 holding.
  • Sandbox Financial Partners first reported a position in Duke Energy in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's Duke Energy position peaked at $684K in Q1 2022.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.