LOIM
DUK icon

Liberty One Investment Management’s Duke Energy DUK Stock Holding History

Liberty One 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
2026
Q2 		$29.2M Sell
230,763
-1,252
-0.5% -$158K 2.92% 8
2026
Q1 		$30.4M Buy
232,015
+27,012
+13% +$3.38M 3.13% 5
2025
Q4 		$24M Sell
205,003
-317,134
-61% -$38.7M 3.07% 7
2025
Q3 		$64.6M Buy
522,137
+251,257
+93% +$30.5M 3.63% 5
2025
Q2 		$32M Sell
270,880
-8,675
-3% -$1.02M 3.23% 5
2025
Q1 		$34.1M Sell
279,555
-1,365
-0.5% -$156K 3.45% 3
2024
Q4 		$30.3M Buy
280,920
+1,281
+0.5% +$145K 3.28% 4
2024
Q3 		$32.2M Buy
279,639
+838
+0.3% +$93.3K 3.3% 6
2024
Q2 		$27.9M Buy
278,801
+10,173
+4% +$1.02M 3.15% 8
2024
Q1 		$26M Buy
268,628
+5,504
+2% +$522K 2.94% 13
2023
Q4 		$25.5M Buy
263,124
+8,381
+3% +$762K 3.15% 8
2023
Q3 		$22.5M Buy
254,743
+12,379
+5% +$1.13M 3.26% 10
2023
Q2 		$21.7M Buy
242,364
+13,576
+6% +$1.28M 2.82% 17
2023
Q1 		$22.1M Buy
228,788
+17,269
+8% +$1.71M 3.01% 14
2022
Q4 		$21.8M Buy
211,519
+15,010
+8% +$1.44M 3.13% 13
2022
Q3 		$18.3M Buy
196,509
+16,298
+9% +$1.75M 3.01% 16
2022
Q2 		$17.8M Sell
180,211
-14,602
-7% -$1.61M 3.03% 10
2022
Q1 		$21.8M Buy
194,813
+6,041
+3% +$627K 3.3% 8
2021
Q4 		$19.8M Buy
188,772
+7,952
+4% +$806K 2.98% 14
2021
Q3 		$17.6M Buy
180,820
+609
+0.3% +$63K 3.01% 13
2021
Q2 		$17.8M Buy
180,211
+1,958
+1% +$197K 3.01% 10
2021
Q1 		$17.2M Buy
178,253
+7,304
+4% +$667K 3.07% 9
2020
Q4 		$15.7M Buy
170,949
+4,901
+3% +$453K 2.94% 18
2020
Q3 		$14.7M Buy
166,048
+12,156
+8% +$1M 3.01% 15
2020
Q2 		$12.3M Buy
153,892
+8,732
+6% +$738K 2.75% 16
2020
Q1 		$11.7M Buy
145,160
+269
+0.2% +$24.7K 3.03% 16
2019
Q4 		$13.2M Buy
+144,891
New +$13.3M 2.86% 16

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

Liberty One Investment Management's DUK Position: Q2 2026 in Review

Liberty One Investment Management reduced its Duke Energy (DUK) stake by 0.54% in Q2 2026, selling an estimated $158K and leaving 230,763 shares worth $29.2M. The position accounts for 2.92% of the portfolio, ranked #8.

Liberty One Investment Management first reported a position in DUK in Q4 2019 and has held it in 27 quarters since. The position peaked at $64.6M in Q3 2025. 2,495 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Liberty One Investment Management held 230,763 shares of Duke Energy worth $29.2M as of Q2 2026.
  • Liberty One Investment Management sold 1,252 Duke Energy shares in Q2 2026, an estimated $158K.
  • Duke Energy made up 2.92% of Liberty One Investment Management's portfolio in Q2 2026, its #8 holding.
  • Liberty One Investment Management first reported a position in Duke Energy in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Duke Energy position peaked at $64.6M in Q3 2025.
  • 2,495 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.