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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
Q2 		$784K Buy
+6,195
New +$781K ﹤0.01% 1104
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 -$1.15M – 503
2016
Q1 		$1.15M 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 $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 $3.38T AUM 44.17% 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

LMR Partners's DUK Position: Q2 2026 in Review

LMR Partners opened a new position in Duke Energy (DUK) in Q2 2026: 6,195 shares worth $784K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: LMR Partners previously reported a position in DUK as recently as Q4 2025.

LMR Partners first reported a position in DUK in Q3 2014 and has held it in 15 quarters since. The position peaked at $2.3M in Q1 2019. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LMR Partners held 6,195 shares of Duke Energy worth $784K as of Q2 2026.
  • Duke Energy was a new LMR Partners position in Q2 2026.
  • Duke Energy made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1104 holding.
  • LMR Partners first reported a position in Duke Energy in Q3 2014 and has held it in 15 quarters since.
  • LMR Partners's Duke Energy position peaked at $2.3M in Q1 2019.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.