LOAMU
DUK icon

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

Lombard Odier Asset Management (USA)’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
2025
Q3 		– Sell
-36,246
Closed -$4.28M – 437
2025
Q2 		$4.28M Buy
+36,246
New +$4.28M 0.33% 54

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s DUK Position: Q3 2025 in Review

Lombard Odier Asset Management (USA) sold out of Duke Energy (DUK) in Q3 2025, closing a stake of 36,246 shares — an estimated $4.28M sold.

Lombard Odier Asset Management (USA) first reported a position in DUK in Q2 2025 and held it in 1 quarter. The position peaked at $4.28M in Q2 2025. 2,336 funds tracked by Wall St. Rank hold DUK as of Q3 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Duke Energy position as of Q3 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 36,246 Duke Energy shares in Q3 2025, an estimated $4.28M.
  • Lombard Odier Asset Management (USA) first reported a position in Duke Energy in Q2 2025 and held it in 1 quarter.
  • Lombard Odier Asset Management (USA)'s Duke Energy position peaked at $4.28M in Q2 2025.
  • 2,336 funds tracked by Wall St. Rank held Duke Energy as of Q3 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2025, filed 14 Nov 2025.