Jefferies Group's DUK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 80,270 shares of Duke Energy Corporation (DUK) worth $9.93 M, representing 0.05% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in DUK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 94,202 shares. Largest reduction occurred in Q2 2025, reducing 28,618 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Duke Energy Corporation (DUK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Duke Energy Corporation (DUK) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +5,990 | New Buy | 5,990 | $96.47 |
| Q2 2023 | +12,610 | Add 210.52% | 18,600 | $89.74 |
| Q3 2023 | -12,955 | Reduce 69.65% | 5,645 | $88.26 |
| Q4 2023 | -5,645 | Sold Out | 5,645 | $0.00 |
| Q3 2024 | +1,070 | New Buy | 1,070 | $115.30 |
| Q4 2024 | +1,374 | Add 128.41% | 2,444 | $107.74 |
| Q1 2025 | +94,202 | Add 3854.42% | 96,646 | $121.97 |
| Q2 2025 | -28,618 | Reduce 29.61% | 68,028 | $118.00 |
| Q3 2025 | +12,242 | Add 18.00% | 80,270 | $123.75 |
Jefferies Group's Duke Energy Corporation Investment FAQs
Jefferies Group first purchased Duke Energy Corporation (DUK) in Q1 2023, acquiring 5,990 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Duke Energy Corporation (DUK) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Duke Energy Corporation (DUK) was in Q1 2025, adding 96,646 shares worth $11.79 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 80,270 shares of Duke Energy Corporation (DUK), valued at approximately $9.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Duke Energy Corporation (DUK) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Duke Energy Corporation (DUK) was 96,646 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.