Clifford Swan Investment Counsel’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 | $429K | Sell |
3,278
-2,140
| -39% | -$268K | 0.01% | 229 |
|
|
2025
Q4 | $635K | Sell |
5,418
-83
| -2% | -$10.1K | 0.02% | 204 |
|
|
2025
Q3 | $681K | Sell |
5,501
-3
| -0.1% | -$364 | 0.02% | 201 |
|
|
2025
Q2 | $649K | Sell |
5,504
-330
| -6% | -$38.9K | 0.02% | 200 |
|
|
2025
Q1 | $712K | Sell |
5,834
-157
| -3% | -$17.9K | 0.03% | 190 |
|
|
2024
Q4 | $645K | Hold |
5,991
| – | – | 0.02% | 199 |
|
|
2024
Q3 | $691K | Buy |
5,991
+101
| +2% | +$11.2K | 0.02% | 202 |
|
|
2024
Q2 | $590K | Hold |
5,890
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $570K | Sell |
5,890
-50
| -0.8% | -$4.74K | 0.02% | 209 |
|
|
2023
Q4 | $576K | Sell |
5,940
-9
| -0.2% | -$819 | 0.02% | 203 |
|
|
2023
Q3 | $525K | Buy |
5,949
+9
| +0.2% | +$825 | 0.02% | 206 |
|
|
2023
Q2 | $533K | Sell |
5,940
-331
| -5% | -$31.2K | 0.02% | 210 |
|
|
2023
Q1 | $605K | Sell |
6,271
-9
| -0.1% | -$889 | 0.03% | 203 |
|
|
2022
Q4 | $647K | Sell |
6,280
-1,989
| -24% | -$191K | 0.03% | 191 |
|
|
2022
Q3 | $769K | Sell |
8,269
-200
| -2% | -$21.5K | 0.04% | 182 |
|
|
2022
Q2 | $908K | Buy |
8,469
+231
| +3% | +$25.4K | 0.04% | 175 |
|
|
2022
Q1 | $920K | Sell |
8,238
-100
| -1% | -$10.4K | 0.03% | 187 |
|
|
2021
Q4 | $875K | Buy |
8,338
+84
| +1% | +$8.52K | 0.03% | 196 |
|
|
2021
Q3 | $844K | Hold |
8,254
| – | – | 0.03% | 197 |
|
|
2021
Q2 | $881K | Hold |
8,254
| – | – | 0.03% | 189 |
|
|
2021
Q1 | $797K | Hold |
8,254
| – | – | 0.03% | 193 |
|
|
2020
Q4 | $756K | Buy |
8,254
+92
| +1% | +$8.51K | 0.03% | 195 |
|
|
2020
Q3 | $723K | Hold |
8,162
| – | – | 0.03% | 193 |
|
|
2020
Q2 | $652K | Sell |
8,162
-75
| -0.9% | -$6.34K | 0.03% | 191 |
|
|
2020
Q1 | $666K | Hold |
8,237
| – | – | 0.04% | 177 |
|
|
2019
Q4 | $751K | Buy |
8,237
+715
| +10% | +$65.5K | 0.04% | 186 |
|
|
2019
Q3 | $721K | Sell |
7,522
-211
| -3% | -$19.2K | 0.04% | 181 |
|
|
2019
Q2 | $682K | Sell |
7,733
-200
| -3% | -$17.7K | 0.04% | 185 |
|
|
2019
Q1 | $714K | Sell |
7,933
-173
| -2% | -$15.3K | 0.04% | 179 |
|
|
2018
Q4 | $700K | Sell |
8,106
-82
| -1% | -$6.98K | 0.04% | 174 |
|
|
2018
Q3 | $655K | Sell |
8,188
-245
| -3% | -$19.8K | 0.03% | 185 |
|
|
2018
Q2 | $667K | Buy |
8,433
+2
| +0% | +$154 | 0.04% | 183 |
|
|
2018
Q1 | $653K | Sell |
8,431
-365
| -4% | -$28.2K | 0.04% | 186 |
|
|
2017
Q4 | $740K | Buy |
8,796
+1
| +0% | +$87 | 0.04% | 182 |
|
|
2017
Q3 | $738K | Buy |
8,795
+2
| +0% | +$171 | 0.04% | 177 |
|
|
2017
Q2 | $735K | Sell |
8,793
-151
| -2% | -$12.7K | 0.05% | 179 |
|
|
2017
Q1 | $734K | Buy |
8,944
+782
| +10% | +$62.2K | 0.05% | 177 |
|
|
2016
Q4 | $634K | Sell |
8,162
-49
| -0.6% | -$3.75K | 0.04% | 175 |
|
|
2016
Q3 | $657K | Sell |
8,211
-93
| -1% | -$7.7K | 0.04% | 175 |
|
|
2016
Q2 | $712K | Hold |
8,304
| – | – | 0.05% | 159 |
|
|
2016
Q1 | $670K | Sell |
8,304
-76
| -0.9% | -$5.75K | 0.05% | 168 |
|
|
2015
Q4 | $598K | Sell |
8,380
-81
| -1% | -$5.7K | 0.04% | 187 |
|
|
2015
Q3 | $609K | Sell |
8,461
-138
| -2% | -$9.99K | 0.04% | 176 |
|
|
2015
Q2 | $607K | Sell |
8,599
-229
| -3% | -$17.3K | 0.04% | 176 |
|
|
2015
Q1 | $678K | Buy |
8,828
+462
| +6% | +$37.5K | 0.04% | 169 |
|
|
2014
Q4 | $699K | Sell |
8,366
-536
| -6% | -$43.2K | 0.05% | 163 |
|
|
2014
Q3 | $666K | Sell |
8,902
-197
| -2% | -$14.4K | 0.05% | 162 |
|
|
2014
Q2 | $675K | Hold |
9,099
| – | – | 0.05% | 165 |
|
|
2014
Q1 | $648K | Buy |
9,099
+1,833
| +25% | +$128K | 0.05% | 163 |
|
|
2013
Q4 | $501K | Sell |
7,266
-400
| -5% | -$28K | 0.04% | 166 |
|
|
2013
Q3 | $512K | Sell |
7,666
-1,059
| -12% | -$72.3K | 0.04% | 158 |
|
|
2013
Q2 | $589K | Buy |
+8,725
| New | +$617K | 0.05% | 141 |
|
Other funds holding DUK
VCM
VPM
Clifford Swan Investment Counsel's DUK Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Duke Energy (DUK) stake by 39% in Q1 2026, selling an estimated $268K and leaving 3,278 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #229.
Clifford Swan Investment Counsel first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $920K in Q1 2022. 2,476 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Clifford Swan Investment Counsel held 3,278 shares of Duke Energy worth $429K as of Q1 2026.
- Clifford Swan Investment Counsel sold 2,140 Duke Energy shares in Q1 2026, an estimated $268K.
- Duke Energy made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #229 holding.
- Clifford Swan Investment Counsel first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's Duke Energy position peaked at $920K in Q1 2022.
- 2,476 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.