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	-10,200	Closed	-$1.2M	–	1582
2025 Q4	$1.2M	Sell	10,200 -2,500	-20%	-$305K	﹤0.01%	942
2025 Q3	$1.57M	Sell	12,700 -7,300	-37%	-$886K	0.01%	803
2025 Q2	$2.36M	Sell	20,000 -7,200	-26%	-$850K	0.02%	610
2025 Q1	$3.32M	Buy	27,200 +600	+2%	+$68.4K	0.03%	535
2024 Q4	$2.87M	Sell	26,600 -3,500	-12%	-$397K	0.02%	510
2024 Q3	$3.47M	Hold	30,100	–	–	0.03%	453
2024 Q2	$3.02M	Buy	30,100 +10,000	+50%	+$1M	0.03%	451
2024 Q1	$1.94M	Buy	+20,100	New	+$1.91M	0.02%	552

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.