Azimuth Capital Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$287K | 0.45% | 64 |
|
|
2024
Q4 | $9.75M | Buy |
90,508
+2,347
| +3% | +$253K | 0.38% | 88 |
|
|
2024
Q3 | $10.2M | Buy |
88,161
+1,633
| +2% | +$188K | 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% | +$2.56M | 0.34% | 102 |
|
|
2023
Q4 | $5.67M | Buy |
58,476
+23,536
| +67% | +$2.28M | 0.26% | 127 |
|
|
2023
Q3 | $3.08M | Sell |
34,940
-557
| -2% | -$49.2K | 0.15% | 168 |
|
|
2023
Q2 | $3.19M | Sell |
35,497
-929
| -3% | -$83.4K | 0.15% | 169 |
|
|
2023
Q1 | $3.51M | Buy |
36,426
+470
| +1% | +$45.3K | 0.17% | 166 |
|
|
2022
Q4 | $3.7M | Buy |
35,956
+244
| +0.7% | +$25.1K | 0.19% | 163 |
|
|
2022
Q3 | $3.32M | Sell |
35,712
-260
| -0.7% | -$24.2K | 0.18% | 162 |
|
|
2022
Q2 | $3.86M | Buy |
+35,972
| New | +$3.86M | 0.19% | 161 |
|