SFG
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Sather Financial Group’s Duke Energy DUK Stock Holding History

Sather Financial Group’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 		$372K Buy
2,842
+200
+8% +$25K 0.02% 73
2025
Q4 		$310K Sell
2,642
-44
-2% -$5.37K 0.02% 83
2025
Q3 		$332K Buy
2,686
+96
+4% +$11.7K 0.02% 81
2025
Q2 		$306K Buy
+2,590
New +$306K 0.02% 90

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

Sather Financial Group's DUK Position: Q1 2026 in Review

Sather Financial Group increased its Duke Energy (DUK) stake by 7.6% in Q1 2026, buying an estimated $25K and bringing the position to 2,842 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #73.

Sather Financial Group first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Sather Financial Group held 2,842 shares of Duke Energy worth $372K as of Q1 2026.
  • Sather Financial Group bought 200 Duke Energy shares in Q1 2026, an estimated $25K.
  • Duke Energy made up 0.02% of Sather Financial Group's portfolio in Q1 2026, its #73 holding.
  • Sather Financial Group first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.