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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
Q2 		$362K Buy
2,862
+20
+0.7% +$2.52K 0.02% 80
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 $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

Sather Financial Group's DUK Position: Q2 2026 in Review

Sather Financial Group increased its Duke Energy (DUK) stake by 0.7% in Q2 2026, buying an estimated $2.52K and bringing the position to 2,862 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #80.

Sather Financial Group first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $372K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sather Financial Group held 2,862 shares of Duke Energy worth $362K as of Q2 2026.
  • Sather Financial Group bought 20 Duke Energy shares in Q2 2026, an estimated $2.52K.
  • Duke Energy made up 0.02% of Sather Financial Group's portfolio in Q2 2026, its #80 holding.
  • Sather Financial Group first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • Sather Financial Group's Duke Energy position peaked at $372K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.