Calamos Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $646K | Buy |
4,934
+825
| +20% | +$103K | 0.02% | 264 |
|
|
2025
Q4 | $482K | Sell |
4,109
-1,121
| -21% | -$137K | 0.02% | 271 |
|
|
2025
Q3 | $647K | Buy |
5,230
+2,529
| +94% | +$307K | 0.02% | 234 |
|
|
2025
Q2 | $319K | Sell |
2,701
-170
| -6% | -$20.1K | 0.01% | 281 |
|
|
2025
Q1 | $350K | Buy |
2,871
+42
| +1% | +$4.79K | 0.02% | 242 |
|
|
2024
Q4 | $305K | Buy |
2,829
+359
| +15% | +$40.7K | 0.02% | 257 |
|
|
2024
Q3 | $285K | Sell |
2,470
-83
| -3% | -$9.24K | 0.01% | 271 |
|
|
2024
Q2 | $256K | Buy |
2,553
+451
| +21% | +$45.1K | 0.01% | 265 |
|
|
2024
Q1 | $203K | Sell |
2,102
-781
| -27% | -$74.1K | 0.01% | 290 |
|
|
2023
Q4 | $280K | Sell |
2,883
-115,892
| -98% | -$10.5M | 0.02% | 252 |
|
|
2023
Q3 | $10.5M | Buy |
118,775
+46,655
| +65% | +$4.28M | 0.79% | 26 |
|
|
2023
Q2 | $6.47M | Sell |
72,120
-1,642
| -2% | -$155K | 0.47% | 58 |
|
|
2023
Q1 | $7.12M | Buy |
73,762
+23,155
| +46% | +$2.29M | 0.56% | 53 |
|
|
2022
Q4 | $5.21M | Buy |
50,607
+48,081
| +1,903% | +$4.62M | 0.4% | 70 |
|
|
2022
Q3 | $235K | Buy |
2,526
+476
| +23% | +$51.1K | 0.02% | 281 |
|
|
2022
Q2 | $220K | Buy |
2,050
+90
| +5% | +$9.9K | 0.02% | 295 |
|
|
2022
Q1 | $219K | Buy |
+1,960
| New | +$204K | 0.02% | 314 |
|
|
2021
Q1 | – | Sell |
-2,882
| Closed | -$264K | – | 292 |
|
|
2020
Q4 | $264K | Sell |
2,882
-1,933
| -40% | -$179K | 0.02% | 260 |
|
|
2020
Q3 | $426K | Buy |
4,815
+187
| +4% | +$15.4K | 0.05% | 203 |
|
|
2020
Q2 | $370K | Sell |
4,628
-1,140
| -20% | -$96.3K | 0.05% | 209 |
|
|
2020
Q1 | $467K | Sell |
5,768
-34,701
| -86% | -$3.19M | 0.07% | 160 |
|
|
2019
Q4 | $3.69M | Buy |
40,469
+388
| +1% | +$35.6K | 0.43% | 66 |
|
|
2019
Q3 | $3.84M | Buy |
40,081
+222
| +0.6% | +$20.2K | 0.51% | 58 |
|
|
2019
Q2 | $3.52M | Buy |
39,859
+725
| +2% | +$64.1K | 0.47% | 62 |
|
|
2019
Q1 | $3.52M | Sell |
39,134
-1,219
| -3% | -$107K | 0.5% | 58 |
|
|
2018
Q4 | $3.48M | Sell |
40,353
-3,360
| -8% | -$286K | 0.52% | 53 |
|
|
2018
Q3 | $3.5M | Sell |
43,713
-4,433
| -9% | -$358K | 0.44% | 62 |
|
|
2018
Q2 | $3.81M | Sell |
48,146
-1,278
| -3% | -$98.3K | 0.47% | 66 |
|
|
2018
Q1 | $3.83M | Buy |
49,424
+3,693
| +8% | +$285K | 0.48% | 67 |
|
|
2017
Q4 | $3.85M | Sell |
45,731
-190
| -0.4% | -$16.6K | 0.5% | 64 |
|
|
2017
Q3 | $3.85M | Buy |
45,921
+508
| +1% | +$43.5K | 0.53% | 66 |
|
|
2017
Q2 | $3.8M | Buy |
45,413
+1,327
| +3% | +$112K | 0.54% | 55 |
|
|
2017
Q1 | $3.62M | Buy |
44,086
+7,918
| +22% | +$629K | 0.54% | 60 |
|
|
2016
Q4 | $2.81M | Buy |
36,168
+1,785
| +5% | +$137K | 0.45% | 67 |
|
|
2016
Q3 | $2.75M | Buy |
34,383
+4,554
| +15% | +$377K | 0.47% | 67 |
|
|
2016
Q2 | $2.56M | Buy |
29,829
+3,769
| +14% | +$301K | 0.45% | 68 |
|
|
2016
Q1 | $2.1M | Buy |
26,060
+5,731
| +28% | +$434K | 0.4% | 74 |
|
|
2015
Q4 | $1.45M | Buy |
20,329
+2,977
| +17% | +$209K | 0.29% | 113 |
|
|
2015
Q3 | $1.25M | Buy |
17,352
+897
| +5% | +$65K | 0.3% | 119 |
|
|
2015
Q2 | $1.16M | Buy |
16,455
+12,031
| +272% | +$909K | 0.27% | 128 |
|
|
2015
Q1 | $340K | Buy |
+4,424
| New | +$359K | 0.09% | 184 |
|
Other funds holding DUK
VCM
VPM
Calamos Wealth Management's DUK Position: Q1 2026 in Review
Calamos Wealth Management increased its Duke Energy (DUK) stake by 20% in Q1 2026, buying an estimated $103K and bringing the position to 4,934 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #264.
Calamos Wealth Management first reported a position in DUK in Q1 2015 and has held it in 41 quarters since. The position peaked at $10.5M in Q3 2023. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Calamos Wealth Management held 4,934 shares of Duke Energy worth $646K as of Q1 2026.
- Calamos Wealth Management bought 825 Duke Energy shares in Q1 2026, an estimated $103K.
- Duke Energy made up 0.02% of Calamos Wealth Management's portfolio in Q1 2026, its #264 holding.
- Calamos Wealth Management first reported a position in Duke Energy in Q1 2015 and has held it in 41 quarters since.
- Calamos Wealth Management's Duke Energy position peaked at $10.5M in Q3 2023.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.