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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jefferies Financial Group's DUK Position: Q2 2026 in Review

Jefferies Financial Group reduced its Duke Energy (DUK) stake by 76% in Q2 2026, selling an estimated $9.72M and leaving 24,007 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #538.

Jefferies Financial Group first reported a position in DUK in Q1 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Jefferies Financial Group held 24,007 shares of Duke Energy worth $3.04M as of Q2 2026.
  • Jefferies Financial Group sold 77,024 Duke Energy shares in Q2 2026, an estimated $9.72M.
  • Duke Energy made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #538 holding.
  • Jefferies Financial Group first reported a position in Duke Energy in Q1 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's Duke Energy position peaked at $13.2M in Q1 2026.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.