Lombard Odier Asset Management (Switzerland)’s Duke Energy DUK Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$1.9M	Buy	14,500 +1,600	+12%	+$200K	0.07%	215
2025 Q4	$1.51M	Buy	+12,900	New	+$1.58M	0.06%	212
2024 Q2	–	Sell	-2,611	Closed	-$253K	–	249
2024 Q1	$253K	Buy	+2,611	New	+$248K	0.02%	335
2015 Q3	–	Sell	-8,508	Closed	-$601K	–	309
2015 Q2	$601K	Sell	8,508 -5,202	-38%	-$393K	0.05%	271
2015 Q1	$1.06M	Buy	13,710 +9,637	+237%	+$782K	0.12%	133
2014 Q4	$342K	Sell	4,073 -57,881	-93%	-$4.67M	0.04%	297
2014 Q3	$4.65M	Buy	61,954 +51,414	+488%	+$3.75M	0.12%	185
2014 Q2	$778K	Buy	+10,540	New	+$758K	0.09%	147

Other funds holding DUK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Lombard Odier Asset Management (Switzerland)'s DUK Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Duke Energy (DUK) stake by 12% in Q1 2026, buying an estimated $200K and bringing the position to 14,500 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #215.

Lombard Odier Asset Management (Switzerland) first reported a position in DUK in Q2 2014 and has held it in 8 quarters since. The position peaked at $4.65M in Q3 2014. 2,476 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 14,500 shares of Duke Energy worth $1.9M as of Q1 2026.
Lombard Odier Asset Management (Switzerland) bought 1,600 Duke Energy shares in Q1 2026, an estimated $200K.
Duke Energy made up 0.07% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #215 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Duke Energy in Q2 2014 and has held it in 8 quarters since.
Lombard Odier Asset Management (Switzerland)'s Duke Energy position peaked at $4.65M in Q3 2014.
2,476 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.