Luther King Capital Management (LKCM)
DUK icon

Luther King Capital Management (LKCM)’s Duke Energy DUK Stock Holding History

Luther King Capital Management (LKCM)’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 		$1.67M Sell
12,756
-240
-2% -$30K 0.01% 363
2025
Q4 		$1.52M Sell
12,996
-1,467
-10% -$179K 0.01% 372
2025
Q3 		$1.79M Sell
14,463
-122
-0.8% -$14.8K 0.01% 356
2025
Q2 		$1.72M Buy
14,585
+300
+2% +$35.4K 0.01% 348
2025
Q1 		$1.74M Sell
14,285
-845
-6% -$96.3K 0.01% 342
2024
Q4 		$1.63M Sell
15,130
-60
-0.4% -$6.8K 0.01% 347
2024
Q3 		$1.75M Hold
15,190
– – 0.01% 335
2024
Q2 		$1.52M Buy
15,190
+1,958
+15% +$196K 0.01% 343
2024
Q1 		$1.28M Sell
13,232
-2,042
-13% -$194K 0.01% 373
2023
Q4 		$1.48M Sell
15,274
-1,980
-11% -$180K 0.01% 349
2023
Q3 		$1.52M Sell
17,254
-430
-2% -$39.4K 0.01% 338
2023
Q2 		$1.59M Sell
17,684
-217
-1% -$20.5K 0.01% 352
2023
Q1 		$1.73M Sell
17,901
-883
-5% -$87.2K 0.01% 319
2022
Q4 		$1.93M Buy
18,784
+655
+4% +$62.9K 0.01% 307
2022
Q3 		$1.69M Sell
18,129
-30
-0.2% -$3.22K 0.01% 305
2022
Q2 		$1.95M Buy
18,159
+5,539
+44% +$609K 0.01% 300
2022
Q1 		$1.41M Buy
12,620
+556
+5% +$57.7K 0.01% 354
2021
Q4 		$1.27M Buy
12,064
+602
+5% +$61K 0.01% 382
2021
Q3 		$1.12M Sell
11,462
-5,464
-32% -$566K 0.01% 396
2021
Q2 		$1.67M Buy
16,926
+10,198
+152% +$1.02M 0.01% 343
2021
Q1 		$649K Buy
6,728
+558
+9% +$50.9K ﹤0.01% 439
2020
Q4 		$565K Buy
6,170
+813
+15% +$75.2K ﹤0.01% 431
2020
Q3 		$474K Buy
5,357
+790
+17% +$65.1K ﹤0.01% 412
2020
Q2 		$365K Sell
4,567
-666
-13% -$56.3K ﹤0.01% 435
2020
Q1 		$423K Sell
5,233
-690
-12% -$63.4K ﹤0.01% 401
2019
Q4 		$540K Buy
5,923
+666
+13% +$61.1K ﹤0.01% 415
2019
Q3 		$504K Sell
5,257
-333
-6% -$30.3K ﹤0.01% 410
2019
Q2 		$493K Buy
5,590
+1,596
+40% +$141K ﹤0.01% 397
2019
Q1 		$359K Sell
3,994
-2,866
-42% -$253K ﹤0.01% 440
2018
Q4 		$592K Sell
6,860
-38
-0.6% -$3.23K 0.01% 388
2018
Q3 		$552K Sell
6,898
-106
-2% -$8.57K ﹤0.01% 416
2018
Q2 		$554K Hold
7,004
– – ﹤0.01% 405
2018
Q1 		$543K Buy
7,004
+718
+11% +$55.5K ﹤0.01% 411
2017
Q4 		$529K Buy
6,286
+173
+3% +$15.1K ﹤0.01% 415
2017
Q3 		$513K Buy
6,113
+491
+9% +$42K ﹤0.01% 404
2017
Q2 		$470K Sell
5,622
-640
-10% -$53.8K ﹤0.01% 397
2017
Q1 		$514K Buy
6,262
+515
+9% +$40.9K ﹤0.01% 407
2016
Q4 		$446K Buy
5,747
+2,892
+101% +$222K ﹤0.01% 415
2016
Q3 		$229K Hold
2,855
– – ﹤0.01% 471
2016
Q2 		$245K Sell
2,855
-213
-7% -$17K ﹤0.01% 473
2016
Q1 		$248K Sell
3,068
-2,500
-45% -$189K ﹤0.01% 469
2015
Q4 		$397K Buy
5,568
+2,249
+68% +$158K ﹤0.01% 437
2015
Q3 		$239K Buy
3,319
+251
+8% +$18.2K ﹤0.01% 489
2015
Q2 		$217K Hold
3,068
– – ﹤0.01% 519
2015
Q1 		$236K Sell
3,068
-200
-6% -$16.2K ﹤0.01% 504
2014
Q4 		$273K Hold
3,268
– – ﹤0.01% 498
2014
Q3 		$244K Sell
3,268
-220
-6% -$16.1K ﹤0.01% 516
2014
Q2 		$259K Sell
3,488
-380
-10% -$27.3K ﹤0.01% 501
2014
Q1 		$275K Buy
3,868
+646
+20% +$45K ﹤0.01% 484
2013
Q4 		$222K Sell
3,222
-36,069
-92% -$2.52M ﹤0.01% 493
2013
Q3 		$2.62M Sell
39,291
-2,864
-7% -$195K 0.02% 318
2013
Q2 		$2.85M Buy
+42,155
New +$2.98M 0.03% 307

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Luther King Capital Management (LKCM)'s DUK Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its Duke Energy (DUK) stake by 1.8% in Q1 2026, selling an estimated $30K and leaving 12,756 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #363.

Luther King Capital Management (LKCM) first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.85M in Q2 2013. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Luther King Capital Management (LKCM) held 12,756 shares of Duke Energy worth $1.67M as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 240 Duke Energy shares in Q1 2026, an estimated $30K.
  • Duke Energy made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #363 holding.
  • Luther King Capital Management (LKCM) first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
  • Luther King Capital Management (LKCM)'s Duke Energy position peaked at $2.85M in Q2 2013.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.