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Hazlett, Burt & Watson’s Duke Energy DUK Stock Holding History

Hazlett, Burt & Watson’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 		$275K Buy
2,104
+66
+3% +$8.25K 0.09% 212
2025
Q4 		$240K Buy
2,038
+68
+3% +$8.3K 0.08% 226
2025
Q3 		$244K Buy
1,970
+128
+7% +$15.5K 0.09% 199
2025
Q2 		$218K Sell
1,842
-113
-6% -$13.3K 0.09% 190
2025
Q1 		$238K Sell
1,955
-73
-4% -$8.32K 0.11% 165
2024
Q4 		$220K Buy
2,028
+2
+0.1% +$227 0.1% 188
2024
Q3 		$235K Buy
2,026
+130
+7% +$14.5K 0.11% 184
2024
Q2 		$191K Buy
1,896
+3
+0.2% +$300 0.1% 187
2024
Q1 		$182K Buy
1,893
+255
+16% +$24.2K 0.11% 177
2023
Q4 		$158K Buy
1,638
+2
+0.1% +$182 0.11% 179
2023
Q3 		$145K Buy
1,636
+90
+6% +$8.25K 0.11% 177
2023
Q2 		$139K Buy
1,546
+83
+6% +$7.83K 0.1% 182
2023
Q1 		$141K Buy
1,463
+18
+1% +$1.78K 0.12% 159
2022
Q4 		$148K Buy
1,445
+2
+0.1% +$192 0.13% 148
2022
Q3 		$134K Buy
1,443
+2
+0.1% +$215 0.13% 150
2022
Q2 		$156K Buy
1,441
+82
+6% +$9.02K 0.14% 147
2022
Q1 		$153K Buy
+1,359
New +$141K 0.12% 167

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

Hazlett, Burt & Watson's DUK Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Duke Energy (DUK) stake by 3.2% in Q1 2026, buying an estimated $8.25K and bringing the position to 2,104 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #212.

Hazlett, Burt & Watson first reported a position in DUK in Q1 2022 and has held it in 17 quarters since. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Hazlett, Burt & Watson held 2,104 shares of Duke Energy worth $275K as of Q1 2026.
  • Hazlett, Burt & Watson bought 66 Duke Energy shares in Q1 2026, an estimated $8.25K.
  • Duke Energy made up 0.09% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #212 holding.
  • Hazlett, Burt & Watson first reported a position in Duke Energy in Q1 2022 and has held it in 17 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.