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LGT Fund Management’s Duke Energy DUK Stock Holding History

LGT Fund 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 		$4.68M Sell
35,775
-3,975
-10% -$497K 0.2% 108
2025
Q4 		$4.68M Buy
+39,750
New +$4.85M 0.37% 63

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

LGT Fund Management's DUK Position: Q1 2026 in Review

LGT Fund Management reduced its Duke Energy (DUK) stake by 10% in Q1 2026, selling an estimated $497K and leaving 35,775 shares worth $4.68M. The position accounts for 0.2% of the portfolio, ranked #108.

LGT Fund Management first reported a position in DUK in Q4 2025 and has held it in 2 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • LGT Fund Management held 35,775 shares of Duke Energy worth $4.68M as of Q1 2026.
  • LGT Fund Management sold 3,975 Duke Energy shares in Q1 2026, an estimated $497K.
  • Duke Energy made up 0.2% of LGT Fund Management's portfolio in Q1 2026, its #108 holding.
  • LGT Fund Management first reported a position in Duke Energy in Q4 2025 and has held it in 2 quarters since.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LGT Fund Management's 13F filing for Q1 2026, filed 28 Apr 2026.