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
-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
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.