Marshall Wace’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $117M | Buy |
892,169
+887,844
| +20,528% | +$111M | 0.12% | 139 |
|
|
2025
Q4 | $507K | Buy |
+4,325
| New | +$528K | ﹤0.01% | 2229 |
|
|
2025
Q3 | – | Sell |
-557,625
| Closed | -$65.8M | – | 2988 |
|
|
2025
Q2 | $65.8M | Buy |
557,625
+511,628
| +1,112% | +$60.4M | 0.07% | 242 |
|
|
2025
Q1 | $5.61M | Sell |
45,997
-199,647
| -81% | -$22.8M | 0.01% | 1007 |
|
|
2024
Q4 | $26.5M | Sell |
245,644
-612,135
| -71% | -$69.3M | 0.03% | 457 |
|
|
2024
Q3 | $98.9M | Buy |
857,779
+692,179
| +418% | +$77M | 0.12% | 147 |
|
|
2024
Q2 | $16.6M | Sell |
165,600
-919,024
| -85% | -$91.9M | 0.02% | 560 |
|
|
2024
Q1 | $105M | Buy |
1,084,624
+975,342
| +893% | +$92.5M | 0.16% | 119 |
|
|
2023
Q4 | $10.6M | Buy |
109,282
+102,927
| +1,620% | +$9.36M | 0.02% | 671 |
|
|
2023
Q3 | $561K | Sell |
6,355
-252,504
| -98% | -$23.1M | ﹤0.01% | 1680 |
|
|
2023
Q2 | $23.2M | Buy |
258,859
+93,554
| +57% | +$8.83M | 0.05% | 427 |
|
|
2023
Q1 | $15.9M | Buy |
165,305
+160,611
| +3,422% | +$15.9M | 0.03% | 544 |
|
|
2022
Q4 | $483K | Sell |
4,694
-139,264
| -97% | -$13.4M | ﹤0.01% | 2387 |
|
|
2022
Q3 | $13.4M | Sell |
143,958
-67,967
| -32% | -$7.3M | 0.03% | 669 |
|
|
2022
Q2 | $22.7M | Sell |
211,925
-39,717
| -16% | -$4.37M | 0.05% | 412 |
|
|
2022
Q1 | $28.1M | Sell |
251,642
-55,807
| -18% | -$5.8M | 0.05% | 383 |
|
|
2021
Q4 | $32.3M | Buy |
+307,449
| New | +$31.2M | 0.06% | 326 |
|
|
2021
Q3 | – | Sell |
-12,424
| Closed | -$1.23M | – | 3103 |
|
|
2021
Q2 | $1.23M | Sell |
12,424
-45,303
| -78% | -$4.55M | 0.01% | 1711 |
|
|
2021
Q1 | $5.57M | Buy |
57,727
+51,254
| +792% | +$4.68M | 0.03% | 769 |
|
|
2020
Q4 | $593K | Buy |
+6,473
| New | +$599K | ﹤0.01% | 1404 |
|
|
2020
Q2 | – | Sell |
-27,130
| Closed | -$2.19M | – | 1639 |
|
|
2020
Q1 | $2.19M | Sell |
27,130
-13,250
| -33% | -$1.22M | 0.02% | 597 |
|
|
2019
Q4 | $3.68M | Buy |
+40,380
| New | +$3.7M | 0.03% | 633 |
|
|
2019
Q3 | – | Sell |
-33,879
| Closed | -$2.99M | – | 1716 |
|
|
2019
Q2 | $2.99M | Buy |
33,879
+33,001
| +3,759% | +$2.92M | 0.02% | 655 |
|
|
2019
Q1 | $79K | Buy |
+878
| New | +$77.4K | ﹤0.01% | 1473 |
|
|
2018
Q3 | – | Sell |
-27,568
| Closed | -$2.18M | – | 1163 |
|
|
2018
Q2 | $2.18M | Buy |
+27,568
| New | +$2.12M | 0.03% | 412 |
|
|
2017
Q1 | – | Sell |
-22,323
| Closed | -$1.73M | – | 419 |
|
|
2016
Q4 | $1.73M | Buy |
+22,323
| New | +$1.71M | 0.01% | 668 |
|
|
2015
Q4 | – | Sell |
-6,743
| Closed | -$485K | – | 1004 |
|
|
2015
Q3 | $485K | Buy |
+6,743
| New | +$488K | 0.01% | 742 |
|
Other funds holding DUK
VCM
VPM
Marshall Wace's DUK Position: Q1 2026 in Review
Marshall Wace increased its Duke Energy (DUK) stake by 20,528% in Q1 2026, buying an estimated $111M and bringing the position to 892,169 shares worth $117M. The position accounts for 0.12% of the portfolio, ranked #139.
Marshall Wace first reported a position in DUK in Q3 2015 and has held it in 27 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Marshall Wace held 892,169 shares of Duke Energy worth $117M as of Q1 2026.
- Marshall Wace bought 887,844 Duke Energy shares in Q1 2026, an estimated $111M.
- Duke Energy made up 0.12% of Marshall Wace's portfolio in Q1 2026, its #139 holding.
- Marshall Wace first reported a position in Duke Energy in Q3 2015 and has held it in 27 quarters since.
- 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.