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 Q2	$1.72M	Sell	13,600 -143	-1%	-$18K	0.44%	76
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 $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

LOM Asset Management's DUK Position: Q2 2026 in Review

LOM Asset Management reduced its Duke Energy (DUK) stake by 1% in Q2 2026, selling an estimated $18K and leaving 13,600 shares worth $1.72M. The position accounts for 0.44% of the portfolio, ranked #76.

LOM Asset Management first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q1 2026. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

LOM Asset Management held 13,600 shares of Duke Energy worth $1.72M as of Q2 2026.
LOM Asset Management sold 143 Duke Energy shares in Q2 2026, an estimated $18K.
Duke Energy made up 0.44% of LOM Asset Management's portfolio in Q2 2026, its #76 holding.
LOM Asset Management first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
LOM Asset Management's Duke Energy position peaked at $1.8M in Q1 2026.
2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.