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Sepio Capital’s Duke Energy DUK Stock Holding History

Sepio Capital’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
2025
Q4 		– Sell
-1,651
Closed -$204K – 366
2025
Q3 		$204K Buy
+1,651
New +$200K 0.01% 304
2019
Q2 		– Sell
-26,687
Closed -$2.4M – 217
2019
Q1 		$2.4M Sell
26,687
-3,728
-12% -$329K 0.32% 87
2018
Q4 		$2.63M Buy
+30,415
New +$2.59M 0.19% 95

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sepio Capital's DUK Position: Q4 2025 in Review

Sepio Capital sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,651 shares — an estimated $204K sold.

Sepio Capital first reported a position in DUK in Q4 2018 and held it in 3 quarters. The position peaked at $2.63M in Q4 2018. 2,406 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Sepio Capital reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Sepio Capital sold 1,651 Duke Energy shares in Q4 2025, an estimated $204K.
  • Sepio Capital first reported a position in Duke Energy in Q4 2018 and held it in 3 quarters.
  • Sepio Capital's Duke Energy position peaked at $2.63M in Q4 2018.
  • 2,406 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Sepio Capital's 13F filing for Q4 2025, filed 12 Feb 2026.