SG Americas Securities’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
$64.9M Sell
495,934
-344,972
-41% -$43.1M 0.07% 229
2025
Q4
$98.6M Buy
840,906
+834,864
+13,818% +$102M 0.13% 127
2025
Q3
$748K Sell
6,042
-240,347
-98% -$29.2M ﹤0.01% 1751
2025
Q2
$29.1M Buy
246,389
+178,130
+261% +$21M 0.12% 123
2025
Q1
$8.33M Buy
68,259
+31,196
+84% +$3.56M 0.03% 347
2024
Q4
$3.99M Buy
37,063
+20,361
+122% +$2.31M 0.02% 390
2024
Q3
$1.93M Sell
16,702
-180,177
-92% -$20.1M 0.01% 702
2024
Q2
$19.7M Buy
196,879
+89,300
+83% +$8.93M 0.12% 170
2024
Q1
$10.4M Buy
107,579
+71,370
+197% +$6.77M 0.05% 355
2023
Q4
$3.51M Buy
36,209
+25,206
+229% +$2.29M 0.03% 441
2023
Q3
$971K Sell
11,003
-40,175
-79% -$3.68M 0.01% 1286
2023
Q2
$4.59M Buy
51,178
+40,985
+402% +$3.87M 0.03% 404
2023
Q1
$983K Buy
10,193
+1,058
+12% +$105K 0.01% 1148
2022
Q4
$941K Sell
9,135
-66,628
-88% -$6.4M 0.01% 1015
2022
Q3
$7.05M Sell
75,763
-3,601
-5% -$387K 0.09% 203
2022
Q2
$8.51M Buy
79,364
+64,007
+417% +$7.04M 0.09% 178
2022
Q1
$1.72M Sell
15,357
-33,402
-69% -$3.47M 0.01% 1017
2021
Q4
$5.12M Sell
48,759
-214,412
-81% -$21.7M 0.03% 480
2021
Q3
$25.7M Sell
263,171
-40,000
-13% -$4.14M 0.12% 106
2021
Q2
$29.9M Buy
303,171
+241,729
+393% +$24.3M 0.14% 128
2021
Q1
$5.93M Sell
61,442
-112,765
-65% -$10.3M 0.03% 451
2020
Q4
$15.9M Buy
174,207
+144,724
+491% +$13.4M 0.09% 178
2020
Q3
$2.61M Sell
29,483
-45,707
-61% -$3.77M 0.02% 599
2020
Q2
$6.01M Sell
75,190
-240,775
-76% -$20.3M 0.05% 289
2020
Q1
$25.6M Buy
315,965
+209,348
+196% +$19.2M 0.24% 70
2019
Q4
$9.72M Sell
106,617
-358,880
-77% -$32.9M 0.09% 197
2019
Q3
$44.6M Buy
465,497
+402,735
+642% +$36.7M 0.37% 42
2019
Q2
$5.54M Buy
62,762
+32,326
+106% +$2.86M 0.04% 494
2019
Q1
$2.74M Sell
30,436
-48,057
-61% -$4.24M 0.03% 684
2018
Q4
$6.77M Buy
78,493
+63,631
+428% +$5.42M 0.06% 297
2018
Q3
$1.19M Sell
14,862
-263,323
-95% -$21.3M 0.01% 1563
2018
Q2
$22M Buy
278,185
+200,421
+258% +$15.4M 0.2% 99
2018
Q1
$6.02M Sell
77,764
-18,873
-20% -$1.46M 0.05% 344
2017
Q4
$8.13M Buy
+96,637
New +$8.44M 0.08% 232
2017
Q3
Sell
-80,753
Closed -$6.75M 3527
2017
Q2
$6.75M Buy
80,753
+71,077
+735% +$5.97M 0.06% 308
2017
Q1
$794K Sell
9,676
-93,170
-91% -$7.41M 0.01% 1533
2016
Q4
$7.98M Sell
102,846
-22,189
-18% -$1.7M 0.07% 289
2016
Q3
$10M Sell
125,035
-6,406
-5% -$531K 0.1% 176
2016
Q2
$11.3M Sell
131,441
-4,131
-3% -$330K 0.08% 186
2016
Q1
$10.9M Sell
135,572
-95,883
-41% -$7.26M 0.08% 193
2015
Q4
$16.5M Buy
231,455
+171,046
+283% +$12M 0.12% 140
2015
Q3
$4.35M Sell
60,409
-64,606
-52% -$4.68M 0.03% 412
2015
Q2
$8.83M Sell
125,015
-28,235
-18% -$2.13M 0.06% 228
2015
Q1
$11.8M Sell
153,250
-513,495
-77% -$41.7M 0.07% 207
2014
Q4
$55.7M Sell
666,745
-65,736
-9% -$5.3M 0.27% 75
2014
Q3
$54.8M Buy
732,481
+430,055
+142% +$31.4M 0.32% 61
2014
Q2
$22.4M Sell
302,426
-401,063
-57% -$28.8M 0.13% 143
2014
Q1
$50.1M Sell
703,489
-10,730
-2% -$748K 0.22% 108
2013
Q4
$49.3M Buy
714,219
+274,000
+62% +$19.2M 0.21% 110
2013
Q3
$29.4M Sell
440,219
-203,183
-32% -$13.9M 0.12% 170
2013
Q2
$43.4M Buy
+643,402
New +$45.5M 0.21% 94

Other funds holding DUK

SG Americas Securities's DUK Position: Q1 2026 in Review

SG Americas Securities reduced its Duke Energy (DUK) stake by 41% in Q1 2026, selling an estimated $43.1M and leaving 495,934 shares worth $64.9M. The position accounts for 0.07% of the portfolio, ranked #229.

SG Americas Securities first reported a position in DUK in Q2 2013 and has held it in 51 quarters since. The position peaked at $98.6M in Q4 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • SG Americas Securities held 495,934 shares of Duke Energy worth $64.9M as of Q1 2026.
  • SG Americas Securities sold 344,972 Duke Energy shares in Q1 2026, an estimated $43.1M.
  • Duke Energy made up 0.07% of SG Americas Securities's portfolio in Q1 2026, its #229 holding.
  • SG Americas Securities first reported a position in Duke Energy in Q2 2013 and has held it in 51 quarters since.
  • SG Americas Securities's Duke Energy position peaked at $98.6M in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.