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	-115,000	Closed	-$13.5M	–	1580
2025 Q4	$13.5M	Buy	115,000 +85,600	+291%	+$10.5M	0.03%	281
2025 Q3	$3.64M	Sell	29,400 -8,000	-21%	-$971K	0.02%	595
2025 Q2	$4.41M	Buy	37,400 +3,500	+10%	+$413K	0.03%	481
2025 Q1	$4.13M	Buy	+33,900	New	+$3.86M	0.04%	471
2024 Q4	–	Sell	-26,400	Closed	-$3.04M	–	1308
2024 Q3	$3.04M	Hold	26,400	–	–	0.02%	489
2024 Q2	$2.65M	Buy	26,400 +8,600	+48%	+$860K	0.02%	485
2024 Q1	$1.72M	Buy	+17,800	New	+$1.69M	0.02%	574

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

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.