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 Q2	$285K	Sell	2,250 -810	-26%	-$102K	0.26%	18
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LSP Investment Advisors's DUK Position: Q2 2026 in Review

LSP Investment Advisors reduced its Duke Energy (DUK) stake by 26% in Q2 2026, selling an estimated $102K and leaving 2,250 shares worth $285K. The position accounts for 0.26% of the portfolio, ranked #18.

LSP Investment Advisors first reported a position in DUK in Q3 2021 and has held it in 20 quarters since. The position peaked at $401K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

LSP Investment Advisors held 2,250 shares of Duke Energy worth $285K as of Q2 2026.
LSP Investment Advisors sold 810 Duke Energy shares in Q2 2026, an estimated $102K.
Duke Energy made up 0.26% of LSP Investment Advisors's portfolio in Q2 2026, its #18 holding.
LSP Investment Advisors first reported a position in Duke Energy in Q3 2021 and has held it in 20 quarters since.
LSP Investment Advisors's Duke Energy position peaked at $401K in Q1 2026.
2,494 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LSP Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.