Live Oak Investment Partners’s Duke Energy DUK Stock Holding History

Live Oak Investment Partners’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	$685K	Buy	5,235 +958	+22%	+$120K	0.4%	54
2025 Q4	$501K	Buy	4,277 +512	+14%	+$62.5K	0.31%	65
2025 Q3	$466K	Buy	3,765 +775	+26%	+$94K	0.31%	64
2025 Q2	$353K	Sell	2,990 -188	-6%	-$22.2K	0.27%	69
2025 Q1	$388K	Buy	+3,178	New	+$362K	0.31%	66
2024 Q4	–	Hold	0	–	–	–	71

Other funds holding DUK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Live Oak Investment Partners's DUK Position: Q1 2026 in Review

Live Oak Investment Partners increased its Duke Energy (DUK) stake by 22% in Q1 2026, buying an estimated $120K and bringing the position to 5,235 shares worth $685K. The position accounts for 0.4% of the portfolio, ranked #54.

Live Oak Investment Partners first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Live Oak Investment Partners held 5,235 shares of Duke Energy worth $685K as of Q1 2026.
Live Oak Investment Partners bought 958 Duke Energy shares in Q1 2026, an estimated $120K.
Duke Energy made up 0.4% of Live Oak Investment Partners's portfolio in Q1 2026, its #54 holding.
Live Oak Investment Partners first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.