DUK DUKE ENERGY CORP NEW COM NEW

Ownership history in Zimmer Partners, LP  ·  39 quarters on record

AI Ownership Summary

Zimmer Partners, LP reported DUKE ENERGY CORP NEW COM NEW (DUK) in 39 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.76% in 2024 Q4. The latest visible filing shows DUK at 1.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Zimmer Partners, LP's position in DUKE ENERGY CORP NEW COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DUK was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.76% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Zimmer Partners, LP held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 642,929 +542,929 +542.9% 1.99% $75.4M 2026-02-14 (Est.) $128.20
2025 Q3 REDUCED 100,000 -356,529 -78.1% 0.27% $12.4M 2025-11-14 $121.67
2025 Q3 REDUCED 456,529 -281,900 -38.2% 1.22% $56.5M 2025-11-14 $121.67
2025 Q2 ADDED 738,429 +663,429 +884.6% 1.90% $87.1M 2025-08-14 $121.10
2025 Q1 REDUCED 75,000 -1,436,629 -95.0% 0.17% $9.1M 2025-05-15 $111.97
2025 Q1 REDUCED 1,511,629 -515,971 -25.4% 3.48% $184.4M 2025-05-15 $111.97
2024 Q4 ADDED 2,027,600 +585,600 +40.6% 3.76% $218.5M 2025-02-14 $107.78
2024 Q3 ADDED 1,442,000 +1,357,000 +1596.5% 3.03% $166.3M 2024-11-14 $104.91
2023 Q3 REDUCED 85,000 -1,048,027 -92.5% 0.19% $7.5M 2023-11-14 $81.66
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Zimmer Partners, LP and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Zimmer Partners, LP reported owning DUK?

Zimmer Partners, LP reported DUK across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DUK position in Zimmer Partners, LP's portfolio?

The largest reported portfolio weight for DUK was 3.76% in 2024 Q4.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2025 Q4, when Zimmer Partners, LP reported 642,929 shares, equal to 1.99% of portfolio, with an estimated market value of $75.4M.

What does the chart on this DUK ownership page compare?

The chart compares Zimmer Partners, LP's quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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