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Sunbeam Capital Management’s Duke Energy DUK Stock Holding History

Sunbeam Capital Management’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
2026
Q2 		– Sell
-1,911
Closed -$250K – 127
2026
Q1 		$250K Buy
1,911
+97
+5% +$12.1K 0.14% 97
2025
Q4 		$213K Sell
1,814
-226
-11% -$27.6K 0.13% 102
2025
Q3 		$252K Buy
+2,040
New +$248K 0.16% 89

Other funds holding DUK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM

Sunbeam Capital Management's DUK Position: Q2 2026 in Review

Sunbeam Capital Management sold out of Duke Energy (DUK) in Q2 2026, closing a stake of 1,911 shares — an estimated $250K sold.

Sunbeam Capital Management first reported a position in DUK in Q3 2025 and held it in 3 quarters. The position peaked at $252K in Q3 2025. 1,188 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Sunbeam Capital Management reported no remaining Duke Energy position as of Q2 2026 after selling out during the quarter.
  • Sunbeam Capital Management sold 1,911 Duke Energy shares in Q2 2026, an estimated $250K.
  • Sunbeam Capital Management first reported a position in Duke Energy in Q3 2025 and held it in 3 quarters.
  • Sunbeam Capital Management's Duke Energy position peaked at $252K in Q3 2025.
  • 1,188 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.