LCM
DUK icon

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
Q2 		$333K Buy
2,629
+29
+1% +$3.66K 0.14% 78
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

LCM Capital Management's DUK Position: Q2 2026 in Review

LCM Capital Management increased its Duke Energy (DUK) stake by 1.1% in Q2 2026, buying an estimated $3.66K and bringing the position to 2,629 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #78.

LCM Capital Management first reported a position in DUK in Q4 2021 and has held it in 18 quarters since. The position peaked at $340K in Q1 2026. 2,491 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LCM Capital Management held 2,629 shares of Duke Energy worth $333K as of Q2 2026.
  • LCM Capital Management bought 29 Duke Energy shares in Q2 2026, an estimated $3.66K.
  • Duke Energy made up 0.14% of LCM Capital Management's portfolio in Q2 2026, its #78 holding.
  • LCM Capital Management first reported a position in Duke Energy in Q4 2021 and has held it in 18 quarters since.
  • LCM Capital Management's Duke Energy position peaked at $340K in Q1 2026.
  • 2,491 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.