Crawford 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 | $43.1M | Buy |
328,910
+5,703
| +2% | +$713K | 0.74% | 44 |
|
|
2025
Q4 | $37.9M | Buy |
323,207
+1,217
| +0.4% | +$149K | 0.63% | 48 |
|
|
2025
Q3 | $39.8M | Sell |
321,990
-30,750
| -9% | -$3.73M | 0.66% | 44 |
|
|
2025
Q2 | $41.6M | Sell |
352,740
-7,642
| -2% | -$902K | 0.73% | 43 |
|
|
2025
Q1 | $44M | Buy |
360,382
+1,225
| +0.3% | +$140K | 0.78% | 42 |
|
|
2024
Q4 | $38.7M | Buy |
359,157
+2,329
| +0.7% | +$264K | 0.7% | 43 |
|
|
2024
Q3 | $41.1M | Buy |
356,828
+100
| +0% | +$11.1K | 0.7% | 45 |
|
|
2024
Q2 | $35.8M | Sell |
356,728
-10,185
| -3% | -$1.02M | 0.68% | 47 |
|
|
2024
Q1 | $35.5M | Sell |
366,913
-2,278
| -0.6% | -$216K | 0.66% | 44 |
|
|
2023
Q4 | $35.8M | Buy |
369,191
+8,758
| +2% | +$797K | 0.72% | 43 |
|
|
2023
Q3 | $31.8M | Sell |
360,433
-1,498
| -0.4% | -$137K | 0.69% | 43 |
|
|
2023
Q2 | $32.5M | Buy |
361,931
+93,126
| +35% | +$8.79M | 0.66% | 45 |
|
|
2023
Q1 | $25.9M | Buy |
268,805
+52,653
| +24% | +$5.2M | 0.55% | 49 |
|
|
2022
Q4 | $22.3M | Buy |
216,152
+46,924
| +28% | +$4.5M | 0.48% | 51 |
|
|
2022
Q3 | $15.7M | Buy |
169,228
+2,090
| +1% | +$224K | 0.37% | 68 |
|
|
2022
Q2 | $17.9M | Sell |
167,138
-36,249
| -18% | -$3.99M | 0.4% | 64 |
|
|
2022
Q1 | $22.7M | Buy |
203,387
+9,362
| +5% | +$972K | 0.44% | 58 |
|
|
2021
Q4 | $20.4M | Buy |
194,025
+4,669
| +2% | +$473K | 0.39% | 60 |
|
|
2021
Q3 | $18.5M | Sell |
189,356
-39,580
| -17% | -$4.1M | 0.38% | 58 |
|
|
2021
Q2 | $22.6M | Buy |
228,936
+15,776
| +7% | +$1.58M | 0.46% | 52 |
|
|
2021
Q1 | $20.6M | Buy |
213,160
+8,496
| +4% | +$775K | 0.46% | 52 |
|
|
2020
Q4 | $18.7M | Sell |
204,664
-6,650
| -3% | -$615K | 0.46% | 52 |
|
|
2020
Q3 | $18.7M | Buy |
211,314
+25,227
| +14% | +$2.08M | 0.51% | 48 |
|
|
2020
Q2 | $14.9M | Buy |
186,087
+39,866
| +27% | +$3.37M | 0.43% | 53 |
|
|
2020
Q1 | $11.8M | Buy |
146,221
+7,133
| +5% | +$655K | 0.4% | 57 |
|
|
2019
Q4 | $12.7M | Buy |
139,088
+2,871
| +2% | +$263K | 0.33% | 65 |
|
|
2019
Q3 | $13.1M | Sell |
136,217
-2,006
| -1% | -$183K | 0.36% | 63 |
|
|
2019
Q2 | $12.2M | Buy |
138,223
+4,747
| +4% | +$420K | 0.34% | 66 |
|
|
2019
Q1 | $12M | Sell |
133,476
-73,320
| -35% | -$6.46M | 0.36% | 63 |
|
|
2018
Q4 | $17.8M | Sell |
206,796
-31,264
| -13% | -$2.66M | 0.6% | 47 |
|
|
2018
Q3 | $19.1M | Buy |
238,060
+98,969
| +71% | +$8M | 0.58% | 46 |
|
|
2018
Q2 | $11M | Sell |
139,091
-6,226
| -4% | -$479K | 0.35% | 64 |
|
|
2018
Q1 | $11.3M | Buy |
145,317
+13,570
| +10% | +$1.05M | 0.36% | 62 |
|
|
2017
Q4 | $11.1M | Buy |
131,747
+13,832
| +12% | +$1.21M | 0.34% | 65 |
|
|
2017
Q3 | $9.89M | Buy |
117,915
+114,157
| +3,038% | +$9.77M | 0.32% | 69 |
|
|
2017
Q2 | $314K | Sell |
3,758
-117
| -3% | -$9.84K | 0.01% | 210 |
|
|
2017
Q1 | $318K | Sell |
3,875
-151
| -4% | -$12K | 0.01% | 210 |
|
|
2016
Q4 | $312K | Sell |
4,026
-83
| -2% | -$6.36K | 0.01% | 217 |
|
|
2016
Q3 | $329K | Sell |
4,109
-288
| -7% | -$23.9K | 0.01% | 212 |
|
|
2016
Q2 | $377K | Buy |
4,397
+151
| +4% | +$12.1K | 0.02% | 209 |
|
|
2016
Q1 | $343K | Sell |
4,246
-3,367
| -44% | -$255K | 0.01% | 211 |
|
|
2015
Q4 | $543K | Buy |
7,613
+573
| +8% | +$40.3K | 0.02% | 181 |
|
|
2015
Q3 | $506K | Sell |
7,040
-966
| -12% | -$69.9K | 0.02% | 190 |
|
|
2015
Q2 | $565K | Sell |
8,006
-1,443
| -15% | -$109K | 0.02% | 180 |
|
|
2015
Q1 | $725K | Buy |
9,449
+605
| +7% | +$49.1K | 0.03% | 168 |
|
|
2014
Q4 | $739K | Sell |
8,844
-117
| -1% | -$9.43K | 0.03% | 159 |
|
|
2014
Q3 | $670K | Sell |
8,961
-358
| -4% | -$26.1K | 0.02% | 165 |
|
|
2014
Q2 | $691K | Buy |
9,319
+2,285
| +32% | +$164K | 0.02% | 164 |
|
|
2014
Q1 | $501K | Hold |
7,034
| – | – | 0.02% | 178 |
|
|
2013
Q4 | $485K | Hold |
7,034
| – | – | 0.02% | 179 |
|
|
2013
Q3 | $470K | Buy |
7,034
+879
| +14% | +$60K | 0.02% | 172 |
|
|
2013
Q2 | $415K | Buy |
+6,155
| New | +$435K | 0.02% | 163 |
|
Other funds holding DUK
VCM
VPM
Crawford Investment Counsel's DUK Position: Q1 2026 in Review
Crawford Investment Counsel increased its Duke Energy (DUK) stake by 1.8% in Q1 2026, buying an estimated $713K and bringing the position to 328,910 shares worth $43.1M. The position accounts for 0.74% of the portfolio, ranked #44.
Crawford Investment Counsel first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $44M in Q1 2025. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Crawford Investment Counsel held 328,910 shares of Duke Energy worth $43.1M as of Q1 2026.
- Crawford Investment Counsel bought 5,703 Duke Energy shares in Q1 2026, an estimated $713K.
- Duke Energy made up 0.74% of Crawford Investment Counsel's portfolio in Q1 2026, its #44 holding.
- Crawford Investment Counsel first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- Crawford Investment Counsel's Duke Energy position peaked at $44M in Q1 2025.
- 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.