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Mariner Investment Group’s Duke Energy DUK Stock Holding History

Mariner Investment Group’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 		– Sell
-25,000
Closed -$1.25K – 122
2025
Q4 		$1.25K Hold
25,000
– – ﹤0.01% 107
2025
Q3 		$20K Buy
+25,000
New +$3.03M 0.01% 71

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

Mariner Investment Group's DUK Position: Q1 2026 in Review

Mariner Investment Group sold out of Duke Energy (DUK) in Q1 2026, closing a stake of 51,250 shares — an estimated $6.01M sold.

Mariner Investment Group first reported a position in DUK in Q2 2025 and held it in 3 quarters. The position peaked at $6.01M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Mariner Investment Group reported no remaining Duke Energy position as of Q1 2026 after selling out during the quarter.
  • Mariner Investment Group sold 51,250 Duke Energy shares in Q1 2026, an estimated $6.01M.
  • Mariner Investment Group first reported a position in Duke Energy in Q2 2025 and held it in 3 quarters.
  • Mariner Investment Group's Duke Energy position peaked at $6.01M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Mariner Investment Group's 13F filing for Q1 2026, filed 5 May 2026.