LOM Asset Management’s Duke Energy DUK Stock Holding History

LOM Asset 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 Q1	$1.8M	Buy	13,743 +62	+0.5%	+$7.75K	0.52%	70
2025 Q4	$1.6M	Buy	13,681 +275	+2%	+$33.6K	0.46%	76
2025 Q3	$1.66M	Buy	13,406 +169	+1%	+$20.5K	0.51%	68
2025 Q2	$1.56M	Buy	+13,237	New	+$1.56M	0.53%	64

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

LOM Asset Management's DUK Position: Q1 2026 in Review

LOM Asset Management increased its Duke Energy (DUK) stake by 0.45% in Q1 2026, buying an estimated $7.75K and bringing the position to 13,743 shares worth $1.8M. The position accounts for 0.52% of the portfolio, ranked #70.

LOM Asset Management first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

LOM Asset Management held 13,743 shares of Duke Energy worth $1.8M as of Q1 2026.
LOM Asset Management bought 62 Duke Energy shares in Q1 2026, an estimated $7.75K.
Duke Energy made up 0.52% of LOM Asset Management's portfolio in Q1 2026, its #70 holding.
LOM Asset Management first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.