Sawgrass Asset Management’s Duke Energy DUK Stock Holding History

Sawgrass Asset Management’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	$521K	Buy	3,979 +225	+6%	+$28.1K	0.08%	125
2025 Q4	$440K	Hold	3,754	–	–	0.06%	136
2025 Q3	$465K	Buy	3,754 +586	+18%	+$71.1K	0.06%	133
2025 Q2	$374K	Sell	3,168 -9	-0.3%	-$1.06K	0.04%	142
2025 Q1	$387K	Sell	3,177 -98	-3%	-$11.2K	0.05%	138
2024 Q4	$353K	Sell	3,275 -151	-4%	-$17.1K	0.04%	140
2024 Q3	$395K	Buy	+3,426	New	+$381K	0.04%	139

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sawgrass Asset Management's DUK Position: Q1 2026 in Review

Sawgrass Asset Management increased its Duke Energy (DUK) stake by 6% in Q1 2026, buying an estimated $28.1K and bringing the position to 3,979 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #125.

Sawgrass Asset Management first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Sawgrass Asset Management held 3,979 shares of Duke Energy worth $521K as of Q1 2026.
Sawgrass Asset Management bought 225 Duke Energy shares in Q1 2026, an estimated $28.1K.
Duke Energy made up 0.08% of Sawgrass Asset Management's portfolio in Q1 2026, its #125 holding.
Sawgrass Asset Management first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.