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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
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.