Duke Energy Shares Sold by Richard Bernstein Advisors

Institutional investor reduces stake in utility company

Published on Mar. 10, 2026

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Richard Bernstein Advisors LLC lowered its stake in Duke Energy Corporation (NYSE:DUK) by 51.2% during the third quarter, according to a recent 13F filing with the SEC. The firm owned 13,858 shares of the utilities provider's stock after selling 14,540 shares during the quarter.

Why it matters

This filing provides insight into the investment decisions of a major institutional investor and could signal a shift in sentiment around Duke Energy's stock.

The details

Richard Bernstein Advisors LLC, an investment management firm, reduced its position in Duke Energy by over 50% in the third quarter. The firm now holds 13,858 shares of the utility company's stock, down from 28,398 shares previously.

  • The 13F filing was submitted in the third quarter of the year.

The players

Richard Bernstein Advisors LLC

An investment management firm that reduced its stake in Duke Energy Corporation.

Duke Energy Corporation

A U.S.-based electric power holding company headquartered in Charlotte, North Carolina.

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The takeaway

The reduction in Richard Bernstein Advisors' Duke Energy holdings could signal a shift in investor sentiment around the utility company, though more information would be needed to determine the firm's overall investment strategy and outlook on the stock.