LSV Asset Management
DUK icon

LSV Asset Management’s Duke Energy DUK Stock Holding History

LSV 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 		$3.44M Buy
+27,214
New +$3.43M 0.01% 545
2020
Q4 		– Sell
-84,000
Closed -$7.44M – 949
2020
Q3 		$7.44M Sell
84,000
-138,500
-62% -$11.4M 0.02% 464
2020
Q2 		$17.8M Buy
222,500
+205,300
+1,194% +$17.3M 0.04% 356
2020
Q1 		$1.39M Buy
+17,200
New +$1.58M ﹤0.01% 685
2017
Q4 		– Sell
-16,900
Closed -$1.42M – 987
2017
Q3 		$1.42M Sell
16,900
-7,300
-30% -$625K ﹤0.01% 776
2017
Q2 		$2.02M Sell
24,200
-34,400
-59% -$2.89M ﹤0.01% 715
2017
Q1 		$4.8M Sell
58,600
-9,200
-14% -$731K 0.01% 567
2016
Q4 		$5.26M Sell
67,800
-500
-0.7% -$38.3K 0.01% 561
2016
Q3 		$5.47M Sell
68,300
-77,100
-53% -$6.39M 0.01% 531
2016
Q2 		$12.5M Buy
145,400
+10,900
+8% +$871K 0.03% 381
2016
Q1 		$10.9M Hold
134,500
– – 0.02% 391
2015
Q4 		$9.6M Hold
134,500
– – 0.02% 402
2015
Q3 		$9.68M Buy
+134,500
New +$9.74M 0.02% 389

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

LSV Asset Management opened a new position in Duke Energy (DUK) in Q2 2026: 27,214 shares worth $3.44M. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: LSV Asset Management previously reported a position in DUK as recently as Q3 2020.

LSV Asset Management first reported a position in DUK in Q3 2015 and has held it in 13 quarters since. The position peaked at $17.8M in Q2 2020. 2,481 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • LSV Asset Management held 27,214 shares of Duke Energy worth $3.44M as of Q2 2026.
  • Duke Energy was a new LSV Asset Management position in Q2 2026.
  • Duke Energy made up 0.01% of LSV Asset Management's portfolio in Q2 2026, its #545 holding.
  • LSV Asset Management first reported a position in Duke Energy in Q3 2015 and has held it in 13 quarters since.
  • LSV Asset Management's Duke Energy position peaked at $17.8M in Q2 2020.
  • 2,481 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.