LCM
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LCM Capital Management’s Duke Energy DUK Stock Holding History

LCM Capital 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 		$340K Sell
2,600
-18
-0.7% -$2.25K 0.17% 73
2025
Q4 		$307K Buy
2,618
+60
+2% +$7.33K 0.15% 78
2025
Q3 		$317K Hold
2,558
– – 0.15% 78
2025
Q2 		$302K Buy
2,558
+42
+2% +$4.96K 0.16% 79
2025
Q1 		$307K Hold
2,516
– – 0.18% 74
2024
Q4 		$271K Hold
2,516
– – 0.15% 81
2024
Q3 		$290K Sell
2,516
-68
-3% -$7.57K 0.17% 72
2024
Q2 		$259K Buy
2,584
+332
+15% +$33.2K 0.16% 72
2024
Q1 		$218K Buy
2,252
+36
+2% +$3.42K 0.14% 86
2023
Q4 		$215K Buy
+2,216
New +$202K 0.16% 82
2023
Q3 		– Sell
-2,264
Closed -$203K – 88
2023
Q2 		$203K Sell
2,264
-42
-2% -$3.96K 0.17% 82
2023
Q1 		$222K Buy
2,306
+1
+0% +$99 0.19% 79
2022
Q4 		$237K Hold
2,305
– – 0.23% 69
2022
Q3 		$214K Hold
2,305
– – 0.23% 69
2022
Q2 		$247K Buy
2,305
+50
+2% +$5.5K 0.24% 64
2022
Q1 		$252K Buy
2,255
+29
+1% +$3.01K 0.2% 75
2021
Q4 		$234K Buy
+2,226
New +$226K 0.18% 81

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

LCM Capital Management's DUK Position: Q1 2026 in Review

LCM Capital Management reduced its Duke Energy (DUK) stake by 0.69% in Q1 2026, selling an estimated $2.25K and leaving 2,600 shares worth $340K. The position accounts for 0.17% of the portfolio, ranked #73.

LCM Capital Management first reported a position in DUK in Q4 2021 and has held it in 17 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • LCM Capital Management held 2,600 shares of Duke Energy worth $340K as of Q1 2026.
  • LCM Capital Management sold 18 Duke Energy shares in Q1 2026, an estimated $2.25K.
  • Duke Energy made up 0.17% of LCM Capital Management's portfolio in Q1 2026, its #73 holding.
  • LCM Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 17 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.