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 Q2	$433K	Sell	3,422 -557	-14%	-$70.3K	0.06%	131
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sawgrass Asset Management's DUK Position: Q2 2026 in Review

Sawgrass Asset Management reduced its Duke Energy (DUK) stake by 14% in Q2 2026, selling an estimated $70.3K and leaving 3,422 shares worth $433K. The position accounts for 0.06% of the portfolio, ranked #131.

Sawgrass Asset Management first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $521K in Q1 2026. 2,489 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Sawgrass Asset Management held 3,422 shares of Duke Energy worth $433K as of Q2 2026.
Sawgrass Asset Management sold 557 Duke Energy shares in Q2 2026, an estimated $70.3K.
Duke Energy made up 0.06% of Sawgrass Asset Management's portfolio in Q2 2026, its #131 holding.
Sawgrass Asset Management first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Sawgrass Asset Management's Duke Energy position peaked at $521K in Q1 2026.
2,489 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.