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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37,500
| Closed | -$341K | – | 3542 |
|
|
2024
Q4 | $341K | Sell |
37,500
-154,200
| -80% | -$17.5M | ﹤0.01% | 1673 |
|
|
2024
Q3 | $697K | Buy |
191,700
+154,200
| +411% | +$17.2M | ﹤0.01% | 1392 |
|
|
2024
Q2 | $199K | Sell |
37,500
-32,500
| -46% | -$3.25M | ﹤0.01% | 2169 |
|
|
2024
Q1 | $18K | Buy |
+70,000
| New | +$6.64M | ﹤0.01% | 2865 |
|
|
2023
Q2 | – | Sell |
-50,000
| Closed | -$138K | – | 2500 |
|
|
2023
Q1 | $138K | Sell |
50,000
-90,000
| -64% | -$8.89M | ﹤0.01% | 2697 |
|
|
2022
Q4 | $140K | Buy |
+140,000
| New | +$13.4M | ﹤0.01% | 2485 |
|
|
2022
Q3 | – | Sell |
-210,000
| Closed | -$126K | – | 3269 |
|
|
2022
Q2 | $126K | Buy |
210,000
+30,000
| +17% | +$3.3M | ﹤0.01% | 2969 |
|
|
2022
Q1 | $1.28M | Buy |
+180,000
| New | +$18.7M | 0.01% | 1244 |
|
|
2021
Q4 | – | Sell |
-35,000
| Closed | -$329K | – | 3487 |
|
|
2021
Q3 | $329K | Sell |
35,000
-55,000
| -61% | -$5.69M | ﹤0.01% | 2858 |
|
|
2021
Q2 | $393K | Buy |
90,000
+55,000
| +157% | +$5.53M | ﹤0.01% | 2053 |
|
|
2021
Q1 | $312K | Hold |
35,000
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q4 | $262K | Hold |
35,000
| – | – | ﹤0.01% | 2463 |
|
|
2020
Q3 | $245K | Sell |
35,000
-68,900
| -66% | -$5.68M | ﹤0.01% | 2041 |
|
|
2020
Q2 | $5K | Sell |
103,900
-125,900
| -55% | -$10.6M | ﹤0.01% | 3643 |
|
|
2020
Q1 | $88K | Buy |
229,800
+77,800
| +51% | +$7.15M | ﹤0.01% | 3050 |
|
|
2019
Q4 | $173K | Buy |
+152,000
| New | +$13.9M | ﹤0.01% | 2582 |
|
|
2019
Q2 | – | Sell |
-268,200
| Closed | -$303K | – | 3160 |
|
|
2019
Q1 | $303K | Buy |
+268,200
| New | +$23.6M | ﹤0.01% | 2251 |
|
|
2018
Q2 | – | Sell |
-108,100
| Closed | -$150K | – | 3355 |
|
|
2018
Q1 | $150K | Buy |
+108,100
| New | +$8.36M | ﹤0.01% | 2641 |
|
|
2017
Q2 | – | Sell |
-20,000
| Closed | -$3K | – | 3247 |
|
|
2017
Q1 | $3K | Sell |
20,000
-40,000
| -67% | -$3.18M | ﹤0.01% | 3229 |
|
|
2016
Q4 | $26K | Buy |
+60,000
| New | +$4.6M | ﹤0.01% | 2973 |
|
|
2015
Q1 | – | Sell |
-75,000
| Closed | -$1.41M | – | 2642 |
|
|
2014
Q4 | $1.41M | Hold |
75,000
| – | – | 0.01% | 1094 |
|
|
2014
Q3 | $695K | Hold |
75,000
| – | – | ﹤0.01% | 1313 |
|
|
2014
Q2 | $644K | Hold |
75,000
| – | – | ﹤0.01% | 1577 |
|
|
2014
Q1 | $468K | Sell |
75,000
-206,000
| -73% | -$14.4M | ﹤0.01% | 1509 |
|
|
2013
Q4 | $648K | Sell |
281,000
-100,000
| -26% | -$7M | ﹤0.01% | 1410 |
|
|
2013
Q3 | $819K | Sell |
381,000
-54,000
| -12% | -$3.68M | ﹤0.01% | 1371 |
|
|
2013
Q2 | $737K | Buy |
+435,000
| New | +$30.7M | ﹤0.01% | 1091 |
|
Other funds holding DUK
VCM
VPM
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. 2,466 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.
- 2,466 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.