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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
2024
Q4 		– Sell
-52,300
Closed -$6.03M – 1654
2024
Q3 		$6.03M Buy
+52,300
New +$5.82M 0.04% 271

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
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.