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Azimuth Capital Investment Management’s Duke Energy DUK Stock Holding History

Azimuth Capital Investment Management’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
2026
Q1 		$12.6M Sell
95,971
-20,227
-17% -$2.53M 0.47% 70
2025
Q4 		$13.6M Sell
116,198
-498
-0.4% -$60.8K 0.49% 62
2025
Q3 		$14.4M Sell
116,696
-677
-0.6% -$82.2K 0.52% 60
2025
Q2 		$13.9M Buy
117,373
+24,509
+26% +$2.89M 0.52% 58
2025
Q1 		$11.3M Buy
92,864
+2,356
+3% +$269K 0.45% 64
2024
Q4 		$9.75M Buy
90,508
+2,347
+3% +$266K 0.38% 88
2024
Q3 		$10.2M Buy
88,161
+1,633
+2% +$182K 0.39% 85
2024
Q2 		$8.67M Buy
86,528
+1,538
+2% +$154K 0.35% 93
2024
Q1 		$8.22M Buy
84,990
+26,514
+45% +$2.52M 0.34% 102
2023
Q4 		$5.67M Buy
58,476
+23,536
+67% +$2.14M 0.26% 127
2023
Q3 		$3.08M Sell
34,940
-557
-2% -$51.1K 0.15% 168
2023
Q2 		$3.19M Sell
35,497
-929
-3% -$87.7K 0.15% 169
2023
Q1 		$3.51M Buy
36,426
+470
+1% +$46.4K 0.17% 166
2022
Q4 		$3.7M Buy
35,956
+244
+0.7% +$23.4K 0.19% 163
2022
Q3 		$3.32M Sell
35,712
-260
-0.7% -$27.9K 0.18% 162
2022
Q2 		$3.86M Buy
+35,972
New +$3.96M 0.19% 161

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

Azimuth Capital Investment Management's DUK Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its Duke Energy (DUK) stake by 17% in Q1 2026, selling an estimated $2.53M and leaving 95,971 shares worth $12.6M. The position accounts for 0.47% of the portfolio, ranked #70.

Azimuth Capital Investment Management first reported a position in DUK in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.4M in Q3 2025. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Azimuth Capital Investment Management held 95,971 shares of Duke Energy worth $12.6M as of Q1 2026.
  • Azimuth Capital Investment Management sold 20,227 Duke Energy shares in Q1 2026, an estimated $2.53M.
  • Duke Energy made up 0.47% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #70 holding.
  • Azimuth Capital Investment Management first reported a position in Duke Energy in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's Duke Energy position peaked at $14.4M in Q3 2025.
  • 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.