LAM
DUK icon

L2 Asset Management’s Duke Energy DUK Stock Holding History

L2 Asset Management’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 		$612K Buy
4,673
+527
+13% +$65.9K 0.06% 212
2025
Q4 		$486K Buy
4,146
+262
+7% +$32K 0.06% 218
2025
Q3 		$481K Buy
3,884
+407
+12% +$49.4K 0.07% 220
2025
Q2 		$410K Buy
3,477
+173
+5% +$20.4K 0.07% 233
2025
Q1 		$403K Buy
3,304
+325
+11% +$37K 0.08% 180
2024
Q4 		$321K Sell
2,979
-79
-3% -$8.95K 0.07% 175
2024
Q3 		$353K Buy
3,058
+103
+3% +$11.5K 0.1% 146
2024
Q2 		$296K Buy
2,955
+245
+9% +$24.5K 0.09% 156
2024
Q1 		$262K Buy
2,710
+220
+9% +$20.9K 0.09% 172
2023
Q4 		$242K Buy
+2,490
New +$226K 0.1% 153

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

L2 Asset Management's DUK Position: Q1 2026 in Review

L2 Asset Management increased its Duke Energy (DUK) stake by 13% in Q1 2026, buying an estimated $65.9K and bringing the position to 4,673 shares worth $612K. The position accounts for 0.06% of the portfolio, ranked #212.

L2 Asset Management first reported a position in DUK in Q4 2023 and has held it in 10 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • L2 Asset Management held 4,673 shares of Duke Energy worth $612K as of Q1 2026.
  • L2 Asset Management bought 527 Duke Energy shares in Q1 2026, an estimated $65.9K.
  • Duke Energy made up 0.06% of L2 Asset Management's portfolio in Q1 2026, its #212 holding.
  • L2 Asset Management first reported a position in Duke Energy in Q4 2023 and has held it in 10 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.