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	–	Sell	-95,600	Closed	-$11.2M	–	1852
2025 Q4	$11.2M	Buy	95,600 +86,800	+986%	+$10.6M	0.06%	296
2025 Q3	$1.09M	Buy	+8,800	New	+$1.07M	0.01%	838
2025 Q1	–	Sell	-8,000	Closed	-$862K	–	1704
2024 Q4	$862K	Sell	8,000 -10,300	-56%	-$1.17M	0.01%	934
2024 Q3	$2.11M	Buy	+18,300	New	+$2.04M	0.02%	582

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.