LSP Investment Advisors’s Duke Energy DUK Stock Holding History

LSP Investment Advisors’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	$401K	Hold	3,060	–	–	0.29%	17
2025 Q4	$359K	Hold	3,060	–	–	0.19%	21
2025 Q3	$379K	Hold	3,060	–	–	0.23%	21
2025 Q2	$361K	Hold	3,060	–	–	0.26%	20
2025 Q1	$373K	Hold	3,060	–	–	0.32%	21
2024 Q4	$330K	Hold	3,060	–	–	0.23%	20
2024 Q3	$353K	Hold	3,060	–	–	0.19%	24
2024 Q2	$307K	Hold	3,060	–	–	0.17%	25
2024 Q1	$296K	Hold	3,060	–	–	0.16%	24
2023 Q4	$297K	Hold	3,060	–	–	0.14%	22
2023 Q3	$270K	Hold	3,060	–	–	0.13%	19
2023 Q2	$275K	Hold	3,060	–	–	0.15%	20
2023 Q1	$295K	Hold	3,060	–	–	0.17%	23
2022 Q4	$315K	Hold	3,060	–	–	0.14%	23
2022 Q3	$285K	Hold	3,060	–	–	0.12%	26
2022 Q2	$328K	Hold	3,060	–	–	0.13%	24
2022 Q1	$342K	Hold	3,060	–	–	0.1%	24
2021 Q4	$321K	Hold	3,060	–	–	0.14%	22
2021 Q3	$299K	Buy	+3,060	New	+$317K	0.12%	23

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

LSP Investment Advisors's DUK Position: Q1 2026 in Review

LSP Investment Advisors held its Duke Energy (DUK) position steady in Q1 2026 at 3,060 shares worth $401K. The position accounts for 0.29% of the portfolio, ranked #17.

LSP Investment Advisors first reported a position in DUK in Q3 2021 and has held it in 19 quarters since. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

LSP Investment Advisors held 3,060 shares of Duke Energy worth $401K as of Q1 2026.
LSP Investment Advisors left its Duke Energy share count unchanged in Q1 2026.
Duke Energy made up 0.29% of LSP Investment Advisors's portfolio in Q1 2026, its #17 holding.
LSP Investment Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 19 quarters since.
2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on LSP Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.