LKIM
DUK icon

Lawson Kroeker Investment Management’s Duke Energy DUK Stock Holding History

Lawson Kroeker Investment 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
2025
Q4 		– Sell
-1,991
Closed -$246K – 72
2025
Q3 		$246K Hold
1,991
– – 0.05% 93
2025
Q2 		$235K Hold
1,991
– – 0.04% 91
2025
Q1 		$243K Hold
1,991
– – 0.04% 87
2024
Q4 		$215K Hold
1,991
– – 0.04% 91
2024
Q3 		$230K Buy
+1,991
New +$222K 0.04% 88

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lawson Kroeker Investment Management's DUK Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 1,991 shares — an estimated $246K sold.

Lawson Kroeker Investment Management first reported a position in DUK in Q3 2024 and held it in 5 quarters. The position peaked at $246K in Q3 2025. 2,402 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Lawson Kroeker Investment Management reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 1,991 Duke Energy shares in Q4 2025, an estimated $246K.
  • Lawson Kroeker Investment Management first reported a position in Duke Energy in Q3 2024 and held it in 5 quarters.
  • Lawson Kroeker Investment Management's Duke Energy position peaked at $246K in Q3 2025.
  • 2,402 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.