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DUK icon

Sapient Capital’s Duke Energy DUK Stock Holding History

Sapient Capital’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 		$733K Sell
5,790
-3,466
-37% -$437K 0.01% 225
2026
Q1 		$1.21M Buy
9,256
+2,358
+34% +$295K 0.02% 187
2025
Q4 		$812K Buy
6,898
+342
+5% +$41.8K 0.01% 222
2025
Q3 		$805K Buy
6,556
+25
+0.4% +$3.03K 0.01% 220
2025
Q2 		$771K Sell
6,531
-3,732
-36% -$440K 0.01% 216
2025
Q1 		$1.25M Buy
10,263
+3,681
+56% +$420K 0.02% 174
2024
Q4 		$709K Buy
6,582
+23
+0.4% +$2.61K 0.01% 215
2024
Q3 		$756K Sell
6,559
-19
-0.3% -$2.12K 0.02% 216
2024
Q2 		$659K Buy
6,578
+85
+1% +$8.5K 0.01% 209
2024
Q1 		$628K Sell
6,493
-411
-6% -$39K 0.01% 220
2023
Q4 		$670K Buy
+6,904
New +$628K 0.02% 209

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sapient Capital's DUK Position: Q2 2026 in Review

Sapient Capital reduced its Duke Energy (DUK) stake by 37% in Q2 2026, selling an estimated $437K and leaving 5,790 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #225.

Sapient Capital first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2025. 886 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sapient Capital held 5,790 shares of Duke Energy worth $733K as of Q2 2026.
  • Sapient Capital sold 3,466 Duke Energy shares in Q2 2026, an estimated $437K.
  • Duke Energy made up 0.01% of Sapient Capital's portfolio in Q2 2026, its #225 holding.
  • Sapient Capital first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • Sapient Capital's Duke Energy position peaked at $1.25M in Q1 2025.
  • 886 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.