SP
DUK icon

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
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

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 $3.37T AUM 44.26% 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

Sarasin & Partners's DUK Position: Q2 2026 in Review

Sarasin & Partners increased its Duke Energy (DUK) stake by 15% in Q2 2026, buying an estimated $21.5M and bringing the position to 1,283,213 shares worth $162M. The position accounts for 1.9% of the portfolio, ranked #19.

Sarasin & Partners first reported a position in DUK in Q4 2014 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sarasin & Partners held 1,283,213 shares of Duke Energy worth $162M as of Q2 2026.
  • Sarasin & Partners bought 170,700 Duke Energy shares in Q2 2026, an estimated $21.5M.
  • Duke Energy made up 1.9% of Sarasin & Partners's portfolio in Q2 2026, its #19 holding.
  • Sarasin & Partners first reported a position in Duke Energy in Q4 2014 and has held it in 11 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.