LP
DUK icon

LMR Partners’s Duke Energy DUK Stock Holding History

LMR 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 		– Sell
-193
Closed -$22.6K – 1581
2025
Q4 		$22.6K Buy
+193
New +$23.6K ﹤0.01% 1409
2025
Q1 		– Sell
-69
Closed -$7.87K – 1436
2024
Q4 		$7.43K Buy
+69
New +$7.82K ﹤0.01% 1127
2021
Q2 		– Sell
-9,546
Closed -$921K – 1181
2021
Q1 		$921K Buy
+9,546
New +$871K 0.02% 512
2020
Q2 		– Sell
-6,728
Closed -$562K – 606
2020
Q1 		$562K Buy
+6,728
New +$618K 0.03% 164
2019
Q2 		– Sell
-25,518
Closed -$2.3M – 466
2019
Q1 		$2.3M Buy
25,518
+11,161
+78% +$984K 0.12% 113
2018
Q4 		$1.24M Buy
+14,357
New +$1.22M 0.06% 154
2017
Q3 		– Sell
-11,413
Closed -$954K – 372
2017
Q2 		$954K Buy
11,413
+3,192
+39% +$268K 0.06% 319
2017
Q1 		$674K Buy
+8,221
New +$653K 0.06% 171
2016
Q4 		– Sell
-4,307
Closed -$344K – 341
2016
Q3 		$344K Buy
+4,307
New +$357K 0.03% 300
2016
Q2 		– Sell
-14,221
Closed -$1.15K – 503
2016
Q1 		$1.15K Buy
14,221
+5,397
+61% +$408K 0.13% 159
2015
Q4 		$630K Sell
8,824
-4,633
-34% -$326K 0.21% 101
2015
Q3 		$968K Buy
+13,457
New +$974K 0.11% 176
2015
Q2 		– Sell
-4,123
Closed -$316K – 544
2015
Q1 		$316K Buy
+4,123
New +$335K 0.04% 334
2014
Q4 		– Sell
-2,896
Closed -$216K – 385
2014
Q3 		$216K Buy
+2,896
New +$211K 0.02% 246

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

LMR Partners's DUK Position: Q1 2026 in Review

LMR Partners sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 193 shares — an estimated $22.6K sold.

LMR Partners first reported a position in DUK in Q3 2014 and held it in 14 quarters. The position peaked at $2.3M in Q1 2019. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • LMR Partners reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • LMR Partners sold 193 Duke Energy shares in Q1 2026, an estimated $22.6K.
  • LMR Partners first reported a position in Duke Energy in Q3 2014 and held it in 14 quarters.
  • LMR Partners's Duke Energy position peaked at $2.3M in Q1 2019.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.