Zimmer Partners’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
Q2 | $4.75M | Sell |
37,500
-400,429
| -91% | -$50.5M | 0.11% | 98 |
|
|
2026
Q1 | $57.3M | Sell |
437,929
-205,000
| -32% | -$25.6M | 1.38% | 17 |
|
|
2025
Q4 | $75.4M | Buy |
642,929
+186,400
| +41% | +$22.8M | 1.99% | 16 |
|
|
2025
Q3 | $56.5M | Sell |
456,529
-281,900
| -38% | -$34.2M | 1.22% | 23 |
|
|
2025
Q2 | $87.1M | Sell |
738,429
-773,200
| -51% | -$91.2M | 1.9% | 13 |
|
|
2025
Q1 | $184M | Sell |
1,511,629
-515,971
| -25% | -$58.8M | 3.48% | 6 |
|
|
2024
Q4 | $218M | Buy |
2,027,600
+585,600
| +41% | +$66.3M | 3.76% | 8 |
|
|
2024
Q3 | $166M | Buy |
+1,442,000
| New | +$160M | 3.03% | 9 |
|
|
2023
Q4 | – | Sell |
-85,000
| Closed | -$7.5M | – | 119 |
|
|
2023
Q3 | $7.5M | Sell |
85,000
-1,048,027
| -92% | -$96.1M | 0.19% | 63 |
|
|
2023
Q2 | $102M | Buy |
1,133,027
+305,100
| +37% | +$28.8M | 2.4% | 12 |
|
|
2023
Q1 | $79.9M | Buy |
+827,927
| New | +$81.8M | 1.64% | 24 |
|
|
2022
Q2 | – | Sell |
-602,727
| Closed | -$67.3M | – | 102 |
|
|
2022
Q1 | $67.3M | Buy |
602,727
+379,000
| +169% | +$39.4M | 0.96% | 35 |
|
|
2021
Q4 | $23.5M | Buy |
+223,727
| New | +$22.7M | 0.35% | 60 |
|
|
2020
Q4 | – | Sell |
-925,000
| Closed | -$81.9M | – | 135 |
|
|
2020
Q3 | $81.9M | Buy |
+925,000
| New | +$76.2M | 1.27% | 30 |
|
|
2019
Q3 | – | Sell |
-297,599
| Closed | -$26.3M | – | 114 |
|
|
2019
Q2 | $26.3M | Buy |
297,599
+8,344
| +3% | +$737K | 0.28% | 60 |
|
|
2019
Q1 | $26M | Sell |
289,255
-631,488
| -69% | -$55.7M | 0.31% | 50 |
|
|
2018
Q4 | $79.5M | Sell |
920,743
-2,649,573
| -74% | -$226M | 1.1% | 24 |
|
|
2018
Q3 | $286M | Sell |
3,570,316
-2,611,584
| -42% | -$211M | 3.78% | 8 |
|
|
2018
Q2 | $489M | Sell |
6,181,900
-928,700
| -13% | -$71.4M | 6.7% | 4 |
|
|
2018
Q1 | $551M | Buy |
7,110,600
+6,426,400
| +939% | +$497M | 9.95% | 3 |
|
|
2017
Q4 | $57.5M | Buy |
684,200
+28,400
| +4% | +$2.48M | 1.4% | 25 |
|
|
2017
Q3 | $55M | Buy |
655,800
+228,900
| +54% | +$19.6M | 1.22% | 26 |
|
|
2017
Q2 | $35.7M | Buy |
426,900
+125,000
| +41% | +$10.5M | 0.85% | 31 |
|
|
2017
Q1 | $24.8M | Sell |
301,900
-344,210
| -53% | -$27.4M | 0.61% | 43 |
|
|
2016
Q4 | $50.2M | Sell |
646,110
-748,232
| -54% | -$57.3M | 1.58% | 20 |
|
|
2016
Q3 | $112M | Buy |
1,394,342
+994,342
| +249% | +$82.4M | 2.99% | 8 |
|
|
2016
Q2 | $34.3M | Sell |
400,000
-1,261,600
| -76% | -$101M | 1.02% | 33 |
|
|
2016
Q1 | $134M | Buy |
1,661,600
+1,456,500
| +710% | +$110M | 5.6% | 5 |
|
|
2015
Q4 | $14.6M | Buy |
205,100
+45,800
| +29% | +$3.22M | 1.1% | 26 |
|
|
2015
Q3 | $11.5M | Buy |
159,300
+100,000
| +169% | +$7.24M | 0.87% | 33 |
|
|
2015
Q2 | $4.19M | Sell |
59,300
-383,200
| -87% | -$29M | 0.23% | 67 |
|
|
2015
Q1 | $34M | Sell |
442,500
-323,200
| -42% | -$26.2M | 2.25% | 17 |
|
|
2014
Q4 | $64M | Buy |
+765,700
| New | +$61.7M | 5.61% | 5 |
|
|
2014
Q2 | – | Sell |
-439,000
| Closed | -$31.3M | – | 52 |
|
|
2014
Q1 | $31.3M | Buy |
439,000
+187,200
| +74% | +$13M | 4.36% | 7 |
|
|
2013
Q4 | $17.4M | Buy |
251,800
+14,300
| +6% | +$1M | 2.14% | 16 |
|
|
2013
Q3 | $15.9M | Buy |
237,500
+77,500
| +48% | +$5.29M | 3.07% | 11 |
|
|
2013
Q2 | $10.8M | Buy |
+160,000
| New | +$11.3M | 2.05% | 14 |
|
Other funds holding DUK
Zimmer Partners's DUK Position: Q2 2026 in Review
Zimmer Partners reduced its Duke Energy (DUK) stake by 91% in Q2 2026, selling an estimated $50.5M and leaving 37,500 shares worth $4.75M. The position accounts for 0.11% of the portfolio, ranked #98.
Zimmer Partners first reported a position in DUK in Q2 2013 and has held it in 37 quarters since. The position peaked at $551M in Q1 2018. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.
- Zimmer Partners held 37,500 shares of Duke Energy worth $4.75M as of Q2 2026.
- Zimmer Partners sold 400,429 Duke Energy shares in Q2 2026, an estimated $50.5M.
- Duke Energy made up 0.11% of Zimmer Partners's portfolio in Q2 2026, its #98 holding.
- Zimmer Partners first reported a position in Duke Energy in Q2 2013 and has held it in 37 quarters since.
- Zimmer Partners's Duke Energy position peaked at $551M in Q1 2018.
- 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.
Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.