Sawyer & Company’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $970K | Sell |
7,667
-235
| -3% | -$29.6K | 0.33% | 67 |
|
|
2026
Q1 | $1.03M | Sell |
7,902
-222
| -3% | -$27.8K | 0.4% | 60 |
|
|
2025
Q4 | $952K | Sell |
8,124
-50
| -0.6% | -$6.11K | 0.34% | 61 |
|
|
2025
Q3 | $965K | Buy |
8,174
+507
| +7% | +$61.5K | 0.36% | 60 |
|
|
2025
Q2 | $970K | Sell |
7,667
-667
| -8% | -$78.7K | 0.33% | 67 |
|
|
2025
Q1 | $1.02M | Sell |
8,334
-583
| -7% | -$66.5K | 0.41% | 61 |
|
|
2024
Q4 | $961K | Sell |
8,917
-2,275
| -20% | -$258K | 0.36% | 61 |
|
|
2024
Q3 | $1.29M | Sell |
11,192
-305
| -3% | -$33.9K | 0.48% | 59 |
|
|
2024
Q2 | $1.15M | Sell |
11,497
-195
| -2% | -$19.5K | 0.46% | 59 |
|
|
2024
Q1 | $1.13M | Sell |
11,692
-114
| -1% | -$10.8K | 0.45% | 61 |
|
|
2023
Q4 | $1.15M | Sell |
11,806
-70
| -0.6% | -$6.37K | 0.51% | 62 |
|
|
2023
Q3 | $1.05M | Sell |
11,876
-25
| -0.2% | -$2.29K | 0.49% | 61 |
|
|
2023
Q2 | $1.07M | Hold |
11,901
| – | – | 0.49% | 63 |
|
|
2023
Q1 | $1.18M | Sell |
11,901
-54
| -0.5% | -$5.33K | 0.64% | 55 |
|
|
2022
Q4 | $1.23M | Buy |
11,955
+835
| +8% | +$80.2K | 0.61% | 54 |
|
|
2022
Q3 | $1.03M | Sell |
11,120
-225
| -2% | -$24.2K | 0.56% | 59 |
|
|
2022
Q2 | $1.22M | Sell |
11,345
-305
| -3% | -$33.5K | 0.62% | 55 |
|
|
2022
Q1 | $1.3M | Sell |
11,650
-140
| -1% | -$14.5K | 0.59% | 57 |
|
|
2021
Q4 | $1.24M | Hold |
11,790
| – | – | 0.53% | 60 |
|
|
2021
Q3 | $1.15M | Hold |
11,790
| – | – | 0.54% | 60 |
|
|
2021
Q2 | $1.16M | Sell |
11,790
-45
| -0.4% | -$4.52K | 0.54% | 60 |
|
|
2021
Q1 | $1.14M | Sell |
11,835
-285
| -2% | -$26K | 0.57% | 56 |
|
|
2020
Q4 | $1.11M | Sell |
12,120
-65
| -0.5% | -$6.01K | 0.57% | 57 |
|
|
2020
Q3 | $1.08M | Hold |
12,185
| – | – | 0.64% | 53 |
|
|
2020
Q2 | $973K | Hold |
12,185
| – | – | 0.6% | 54 |
|
|
2020
Q1 | $986K | Buy |
12,185
+260
| +2% | +$23.9K | 0.79% | 41 |
|
|
2019
Q4 | $1.09M | Buy |
11,925
+2,345
| +24% | +$215K | 0.7% | 45 |
|
|
2019
Q3 | $918K | Sell |
9,580
-290
| -3% | -$26.4K | 0.65% | 48 |
|
|
2019
Q2 | $871K | Sell |
9,870
-145
| -1% | -$12.8K | 0.58% | 59 |
|
|
2019
Q1 | $901K | Buy |
10,015
+1,630
| +19% | +$144K | 0.59% | 60 |
|
|
2018
Q4 | $724K | Buy |
8,385
+145
| +2% | +$12.3K | 0.53% | 61 |
|
|
2018
Q3 | $659K | Buy |
8,240
+4,820
| +141% | +$390K | 0.4% | 73 |
|
|
2018
Q2 | $270K | Buy |
3,420
+2,500
| +272% | +$192K | 0.18% | 93 |
|
|
2018
Q1 | $71K | Buy |
+920
| New | +$71.1K | 0.05% | 124 |
|
Other funds holding DUK
SP
COPPSERS
BCWM
MF
Sawyer & Company's DUK Position: Q2 2026 in Review
Sawyer & Company reduced its Duke Energy (DUK) stake by 3% in Q2 2026, selling an estimated $29.6K and leaving 7,667 shares worth $970K. The position accounts for 0.33% of the portfolio, ranked #67.
Sawyer & Company first reported a position in DUK in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.3M in Q1 2022. 1,192 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Sawyer & Company held 7,667 shares of Duke Energy worth $970K as of Q2 2026.
- Sawyer & Company sold 235 Duke Energy shares in Q2 2026, an estimated $29.6K.
- Duke Energy made up 0.33% of Sawyer & Company's portfolio in Q2 2026, its #67 holding.
- Sawyer & Company first reported a position in Duke Energy in Q1 2018 and has held it in 34 quarters since.
- Sawyer & Company's Duke Energy position peaked at $1.3M in Q1 2022.
- 1,192 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.