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Sarasin & Partners’s Duke Energy DUK Stock Holding History

Sarasin & 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
Q3 		$143M Sell
1,252,080
-31,133
-2% -$3.81M 1.6% 22
2026
Q2 		$162M Buy
1,283,213
+170,700
+15% +$21.5M 1.9% 19
2026
Q1 		$146M Buy
+1,112,513
New +$139M 1.78% 19
2017
Q1 		– Sell
-980,587
Closed -$76.1M – 114
2016
Q4 		$76.1M Sell
980,587
-22,501
-2% -$1.72M 1.29% 31
2016
Q3 		$80.3M Sell
1,003,088
-23,405
-2% -$1.94M 1.26% 32
2016
Q2 		$88.1M Sell
1,026,493
-11,371
-1% -$909K 1.46% 27
2016
Q1 		$83.7M Sell
1,037,864
-43,701
-4% -$3.31M 1.37% 31
2015
Q4 		$77.2M Sell
1,081,565
-43,983
-4% -$3.09M 1.28% 30
2015
Q3 		$81M Buy
1,125,548
+48,880
+5% +$3.54M 1.46% 26
2015
Q2 		$76M Buy
1,076,668
+112,181
+12% +$8.48M 1.25% 29
2015
Q1 		$74.1M Buy
964,487
+344,955
+56% +$28M 1.13% 32
2014
Q4 		$51.8M Buy
+619,532
New +$50M 0.77% 41

Other funds holding DUK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Sarasin & Partners's DUK Position: Q3 2026 in Review

Sarasin & Partners reduced its Duke Energy (DUK) stake by 2.4% in Q3 2026, selling an estimated $3.81M and leaving 1,252,080 shares worth $143M. The position accounts for 1.6% of the portfolio, ranked #22.

Sarasin & Partners first reported a position in DUK in Q4 2014 and has held it in 12 quarters since. The position peaked at $162M in Q2 2026. 209 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Sarasin & Partners held 1,252,080 shares of Duke Energy worth $143M as of Q3 2026.
  • Sarasin & Partners sold 31,133 Duke Energy shares in Q3 2026, an estimated $3.81M.
  • Duke Energy made up 1.6% of Sarasin & Partners's portfolio in Q3 2026, its #22 holding.
  • Sarasin & Partners first reported a position in Duke Energy in Q4 2014 and has held it in 12 quarters since.
  • Sarasin & Partners's Duke Energy position peaked at $162M in Q2 2026.
  • 209 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Sarasin & Partners's 13F filing for Q3 2026, filed 13 Oct 2026.