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Lockheed Martin Investment Management’s Duke Energy DUK Stock Holding History

Lockheed Martin Investment Management’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 		$23.7M Sell
187,240
-45,430
-20% -$5.73M 0.94% 27
2026
Q1 		$30.5M Sell
232,670
-150,380
-39% -$18.8M 1.12% 22
2025
Q4 		$44.9M Buy
383,050
+108,420
+39% +$13.2M 1.5% 21
2025
Q3 		$34M Buy
274,630
+27,820
+11% +$3.38M 1.25% 20
2025
Q2 		$29.1M Buy
246,810
+84,200
+52% +$9.94M 1.06% 26
2025
Q1 		$19.8M Buy
162,610
+26,470
+19% +$3.02M 0.81% 31
2024
Q4 		$14.7M Sell
136,140
-4,870
-3% -$552K 0.58% 42
2024
Q3 		$16.3M Buy
141,010
+11,740
+9% +$1.31M 0.75% 32
2024
Q2 		$13M Sell
129,270
-1,630
-1% -$163K 0.75% 29
2024
Q1 		$12.5M Sell
130,900
-12,300
-9% -$1.17M 0.91% 27
2023
Q4 		$13.7M Sell
143,200
-12,990
-8% -$1.18M 0.98% 28
2023
Q3 		$14.3M Sell
156,190
-20,020
-11% -$1.84M 1.1% 23
2023
Q2 		$15.8M Buy
176,210
+47,180
+37% +$4.45M 0.91% 29
2023
Q1 		$12.4M Sell
129,030
-5,280
-4% -$522K 0.71% 30
2022
Q4 		$13.8M Buy
134,310
+5,270
+4% +$506K 0.92% 27
2022
Q3 		$12M Sell
129,040
-33,900
-21% -$3.64M 0.97% 27
2022
Q2 		$17.5M Sell
162,940
-27,500
-14% -$3.02M 1.19% 19
2022
Q1 		$21.3M Buy
190,440
+17,120
+10% +$1.78M 1.17% 20
2021
Q4 		$18.2M Buy
173,320
+87,300
+101% +$8.85M 0.97% 28
2021
Q3 		$8.39M Sell
86,020
-2,420
-3% -$251K 0.46% 45
2021
Q2 		$8.73M Sell
88,440
-25,270
-22% -$2.54M 0.46% 53
2021
Q1 		$11M Buy
113,710
+31,540
+38% +$2.88M 0.56% 48
2020
Q4 		$7.52M Hold
82,170
– – 0.39% 55
2020
Q3 		$7.28M Sell
82,170
-9,030
-10% -$744K 0.45% 46
2020
Q2 		$7.29M Buy
+91,200
New +$7.71M 0.48% 44

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 $3.37T AUM 44.26% 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

Lockheed Martin Investment Management's DUK Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Duke Energy (DUK) stake by 20% in Q2 2026, selling an estimated $5.73M and leaving 187,240 shares worth $23.7M. The position accounts for 0.94% of the portfolio, ranked #27.

Lockheed Martin Investment Management first reported a position in DUK in Q2 2020 and has held it in 25 quarters since. The position peaked at $44.9M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Lockheed Martin Investment Management held 187,240 shares of Duke Energy worth $23.7M as of Q2 2026.
  • Lockheed Martin Investment Management sold 45,430 Duke Energy shares in Q2 2026, an estimated $5.73M.
  • Duke Energy made up 0.94% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #27 holding.
  • Lockheed Martin Investment Management first reported a position in Duke Energy in Q2 2020 and has held it in 25 quarters since.
  • Lockheed Martin Investment Management's Duke Energy position peaked at $44.9M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.