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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
Q3 		$657K Sell
5,764
-26
-0.4% -$3.19K 0.01% 231
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

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Sapient Capital's DUK Position: Q3 2026 in Review

Sapient Capital reduced its Duke Energy (DUK) stake by 0.45% in Q3 2026, selling an estimated $3.19K and leaving 5,764 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #231.

Sapient Capital first reported a position in DUK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q1 2025. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Sapient Capital held 5,764 shares of Duke Energy worth $657K as of Q3 2026.
  • Sapient Capital sold 26 Duke Energy shares in Q3 2026, an estimated $3.19K.
  • Duke Energy made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #231 holding.
  • Sapient Capital first reported a position in Duke Energy in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Duke Energy position peaked at $1.25M in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.