Liberty One Investment Management, LLC / DUK
Liberty One Investment Management, LLC’s Duke Energy Corp New Position
Does Liberty One Investment Management, LLC own Duke Energy Corp New (DUK)? Yes — 232.0K shares worth $30M (+3.13% of its 13F portfolio) as of Q1 2026, up from 205.0K shares the prior filed quarter.
Position Value
$30M
Q1 2026
Shares
232.0K
% of Portfolio
+3.13%
Quarters Held
25
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 232.0K | $30M | +3.13% |
| Q4 2025 | 205.0K | $24M | +3.07% |
| Q3 2025 | 522.1K | $65M | +3.63% |
| Q2 2025 | 270.9K | $32M | +3.23% |
| Q1 2025 | 279.6K | $34M | +3.45% |
| Q4 2024 | 280.9K | $30M | +3.28% |
| Q3 2024 | 279.6K | $32M | +3.30% |
| Q2 2024 | 278.8K | $27,944 | +3.15% |
| Q1 2024 | 268.6K | $26M | +2.94% |
| Q4 2023 | 263.1K | $26M | +3.15% |
| Q3 2023 | 254.7K | $22M | +3.26% |
| Q2 2023 | 242.4K | $22M | +2.82% |
| Q1 2023 | 228.8K | $22M | +3.01% |
| Q4 2022 | 211.5K | $22M | +3.13% |
| Q3 2022 | 196.5K | $18M | +3.01% |
| Q2 2022 | 180.2K | $18M | +3.03% |
| Q1 2022 | 194.8K | $22M | +3.30% |
| Q4 2021 | 188.8K | $20M | +2.98% |
| Q3 2021 | 180.8K | $18M | +3.01% |
| Q2 2021 | 180.2K | $18M | +3.01% |
| Q1 2021 | 178.3K | $17M | +3.07% |
| Q4 2020 | 170.9K | $16M | +2.94% |
| Q3 2020 | 166.0K | $15M | +3.01% |
| Q2 2020 | 153.9K | $12M | +2.75% |
| Q1 2020 | 145.2K | $12M | +3.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Liberty One Investment Management, LLC’s full portfolio or all institutional holders of DUK.