Jefferies Financial Group
DUK icon

Jefferies Financial Group’s Duke Energy DUK Stock Holding History

Jefferies Financial Group’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
Q3 		$34.4K Sell
302
-23,705
-99% -$2.9M ﹤0.01% 1234
2026
Q2 		$3.04M Sell
24,007
-77,024
-76% -$9.7M 0.02% 538
2026
Q1 		$13.2M Sell
101,031
-3,889
-4% -$486K 0.09% 178
2025
Q4 		$12.3M Buy
104,920
+24,650
+31% +$3.01M 0.06% 278
2025
Q3 		$9.9M Buy
80,270
+12,242
+18% +$1.49M 0.05% 242
2025
Q2 		$8.03M Sell
68,028
-28,618
-30% -$3.38M 0.07% 206
2025
Q1 		$11.8M Buy
96,646
+94,202
+3,854% +$10.7M 0.1% 134
2024
Q4 		$263K Buy
2,444
+1,374
+128% +$156K ﹤0.01% 1304
2024
Q3 		$123K Buy
+1,070
New +$119K ﹤0.01% 1266
2023
Q4 		– Sell
-5,645
Closed -$498K – 1767
2023
Q3 		$498K Sell
5,645
-12,955
-70% -$1.19M ﹤0.01% 1062
2023
Q2 		$1.67M Buy
18,600
+12,610
+211% +$1.19M 0.01% 727
2023
Q1 		$578K Buy
+5,990
New +$592K ﹤0.01% 1053

Other funds holding DUK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Jefferies Financial Group's DUK Position: Q3 2026 in Review

Jefferies Financial Group reduced its Duke Energy (DUK) stake by 99% in Q3 2026, selling an estimated $2.9M and leaving 302 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Jefferies Financial Group first reported a position in DUK in Q1 2023 and has held it in 12 quarters since. The position peaked at $13.2M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Jefferies Financial Group held 302 shares of Duke Energy worth $34.4K as of Q3 2026.
  • Jefferies Financial Group sold 23,705 Duke Energy shares in Q3 2026, an estimated $2.9M.
  • Duke Energy made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #1234 holding.
  • Jefferies Financial Group first reported a position in Duke Energy in Q1 2023 and has held it in 12 quarters since.
  • Jefferies Financial Group's Duke Energy position peaked at $13.2M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.