SevenBridge Financial Group’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
Q1 | $5.89M | Buy |
47,049
+1,656
| +4% | +$207K | 0.92% | 31 |
|
|
2025
Q4 | $5.39M | Buy |
45,393
+4,537
| +11% | +$554K | 0.87% | 32 |
|
|
2025
Q3 | $5.06M | Buy |
40,856
+6,274
| +18% | +$761K | 0.83% | 34 |
|
|
2025
Q2 | $4.3M | Buy |
34,582
+5,294
| +18% | +$625K | 0.76% | 35 |
|
|
2025
Q1 | $3.39M | Buy |
29,288
+6,405
| +28% | +$730K | 0.67% | 47 |
|
|
2024
Q4 | $2.67M | Buy |
22,883
+7,805
| +52% | +$884K | 0.51% | 64 |
|
|
2024
Q3 | $1.7M | Buy |
15,078
+1,391
| +10% | +$155K | 0.33% | 80 |
|
|
2024
Q2 | $1.55M | Buy |
13,687
+3,220
| +31% | +$322K | 0.34% | 79 |
|
|
2024
Q1 | $1.05M | Buy |
10,467
+1,827
| +21% | +$173K | 0.24% | 97 |
|
|
2023
Q4 | $838K | Sell |
8,640
-535
| -6% | -$48.7K | 0.2% | 103 |
|
|
2023
Q3 | $810K | Sell |
9,175
-1,058
| -10% | -$97K | 0.21% | 102 |
|
|
2023
Q2 | $918K | Sell |
10,233
-92
| -0.9% | -$8.68K | 0.24% | 98 |
|
|
2023
Q1 | $996K | Buy |
10,325
+299
| +3% | +$29.5K | 0.27% | 91 |
|
|
2022
Q4 | $1.03M | Buy |
10,026
+3,623
| +57% | +$348K | 0.3% | 85 |
|
|
2022
Q3 | $596K | Buy |
6,403
+355
| +6% | +$38.1K | 0.2% | 99 |
|
|
2022
Q2 | $648K | Buy |
6,048
+695
| +13% | +$76.4K | 0.26% | 83 |
|
|
2022
Q1 | $598K | Buy |
5,353
+1,872
| +54% | +$194K | 0.21% | 90 |
|
|
2021
Q4 | $365K | Buy |
+3,481
| New | +$353K | 0.11% | 127 |
|
|
2019
Q3 | – | Sell |
-38
| Closed | -$3K | – | 245 |
|
|
2019
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 559 |
|
|
2019
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 528 |
|
|
2018
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 486 |
|
|
2018
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 525 |
|
|
2018
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 532 |
|
|
2018
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 538 |
|
|
2017
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 551 |
|
|
2017
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 551 |
|
|
2017
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 566 |
|
|
2017
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 547 |
|
|
2016
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 563 |
|
|
2016
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 548 |
|
|
2016
Q2 | $3K | Buy |
+38
| New | +$3.04K | ﹤0.01% | 648 |
|
Other funds holding DUK
VCM
VPM
SevenBridge Financial Group's DUK Position: Q1 2026 in Review
SevenBridge Financial Group increased its Duke Energy (DUK) stake by 3.6% in Q1 2026, buying an estimated $207K and bringing the position to 47,049 shares worth $5.89M. The position accounts for 0.92% of the portfolio, ranked #31.
SevenBridge Financial Group first reported a position in DUK in Q2 2016 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- SevenBridge Financial Group held 47,049 shares of Duke Energy worth $5.89M as of Q1 2026.
- SevenBridge Financial Group bought 1,656 Duke Energy shares in Q1 2026, an estimated $207K.
- Duke Energy made up 0.92% of SevenBridge Financial Group's portfolio in Q1 2026, its #31 holding.
- SevenBridge Financial Group first reported a position in Duke Energy in Q2 2016 and has held it in 31 quarters since.
- 2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.