ZP
DUK icon

Zimmer Partners’s Duke Energy DUK Stock Holding History

Zimmer Partners’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
2025
Q4 		– Sell
-100,000
Closed -$12.4M – 137
2025
Q3 		$12.4M Buy
+100,000
New +$12.1M 0.27% 70
2025
Q2 		– Sell
-75,000
Closed -$9.15M – 178
2025
Q1 		$9.15M Buy
+75,000
New +$8.55M 0.17% 91

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

Zimmer Partners's DUK Position: Q1 2026 in Review

Zimmer Partners reduced its Duke Energy (DUK) stake by 32% in Q1 2026, selling an estimated $25.6M and leaving 437,929 shares worth $57.3M. The position accounts for 1.38% of the portfolio, ranked #17.

Zimmer Partners first reported a position in DUK in Q2 2013 and has held it in 36 quarters since. The position peaked at $551M in Q1 2018. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Zimmer Partners held 437,929 shares of Duke Energy worth $57.3M as of Q1 2026.
  • Zimmer Partners sold 205,000 Duke Energy shares in Q1 2026, an estimated $25.6M.
  • Duke Energy made up 1.38% of Zimmer Partners's portfolio in Q1 2026, its #17 holding.
  • Zimmer Partners first reported a position in Duke Energy in Q2 2013 and has held it in 36 quarters since.
  • Zimmer Partners's Duke Energy position peaked at $551M in Q1 2018.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.