Marshall Wace
DUK icon

Marshall Wace’s Duke Energy DUK Stock Holding History

Marshall Wace’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
2023
Q2 		– Sell
-35,000
Closed -$3.38M – 2573
2023
Q1 		$3.38M Buy
35,000
+800
+2% +$79K 0.01% 1184
2022
Q4 		$3.52M Buy
34,200
+2,700
+9% +$259K 0.01% 1414
2022
Q3 		$2.93M Buy
+31,500
New +$3.38M 0.01% 1770

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

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.