Grantham, Mayo, Van Otterloo & Co (GMO)’s Duke Energy DUK Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q1	$1.62M	Sell	12,391 -10,380	-46%	-$1.3M	﹤0.01%	456
2025 Q4	$2.67M	Buy	22,771 +5,935	+35%	+$725K	0.01%	388
2025 Q3	$2.08M	Buy	16,836 +1,258	+8%	+$153K	0.01%	372
2025 Q2	$1.84M	Buy	15,578 +6,030	+63%	+$712K	0.01%	379
2025 Q1	$1.16M	Sell	9,548 -1,227	-11%	-$140K	﹤0.01%	438
2024 Q4	$1.16M	Buy	10,775 +1,048	+11%	+$119K	﹤0.01%	431
2024 Q3	$1.12M	Buy	+9,727	New	+$1.08M	﹤0.01%	431

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s DUK Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Duke Energy (DUK) stake by 46% in Q1 2026, selling an estimated $1.3M and leaving 12,391 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in DUK in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q4 2025. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 12,391 shares of Duke Energy worth $1.62M as of Q1 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 10,380 Duke Energy shares in Q1 2026, an estimated $1.3M.
Duke Energy made up ﹤0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #456 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Duke Energy in Q3 2024 and has held it in 7 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Duke Energy position peaked at $2.67M in Q4 2025.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.