SteelPeak Wealth LLC Trims Duke Energy Holdings

Investment firm reduces stake in utility company by 90.9% in Q4 2025

Apr. 6, 2026 at 9:24am

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SteelPeak Wealth LLC, an investment management firm, has trimmed its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 90.9% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 3,370 shares of the utilities provider's stock, valued at $395,000 as of the latest filing.

Why it matters

This reduction in SteelPeak Wealth's Duke Energy holdings provides insight into the investment strategies and portfolio adjustments of institutional investors. Changes in ownership stakes by major firms can signal broader market trends or shifts in sentiment around specific companies or sectors.

The details

According to the SEC filing, SteelPeak Wealth LLC sold 33,545 shares of Duke Energy during the fourth quarter, trimming its total position by 90.9%. The firm now holds 3,370 shares of the utility company, valued at $395,000 as of the most recent reporting period.

SteelPeak Wealth LLC filed the 13F report disclosing the changes in its Duke Energy holdings on April 6, 2026.
The reported transactions occurred during the fourth quarter of 2025.

The players