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 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	$9.93M	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 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

Jefferies Financial Group's DUK Position: Q1 2026 in Review

Jefferies Financial Group reduced its Duke Energy (DUK) stake by 3.7% in Q1 2026, selling an estimated $486K and leaving 101,031 shares worth $13.2M. The position accounts for 0.09% of the portfolio, ranked #178.

Jefferies Financial Group first reported a position in DUK in Q1 2023 and has held it in 10 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Jefferies Financial Group held 101,031 shares of Duke Energy worth $13.2M as of Q1 2026.
Jefferies Financial Group sold 3,889 Duke Energy shares in Q1 2026, an estimated $486K.
Duke Energy made up 0.09% of Jefferies Financial Group's portfolio in Q1 2026, its #178 holding.
Jefferies Financial Group first reported a position in Duke Energy in Q1 2023 and has held it in 10 quarters since.
2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.