Lazard Asset 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 | $4.59M | Sell |
35,070
-12,808
| -27% | -$1.6M | 0.01% | 587 |
|
|
2025
Q4 | $5.61M | Buy |
47,878
+15,379
| +47% | +$1.88M | 0.01% | 526 |
|
|
2025
Q3 | $4.02M | Sell |
32,499
-203
| -0.6% | -$24.6K | 0.01% | 640 |
|
|
2025
Q2 | $3.86M | Sell |
32,702
-4,920
| -13% | -$581K | 0.01% | 807 |
|
|
2025
Q1 | $4.59M | Buy |
37,622
+6,012
| +19% | +$685K | 0.01% | 713 |
|
|
2024
Q4 | $3.4M | Buy |
31,610
+27,077
| +597% | +$3.07M | 0.01% | 728 |
|
|
2024
Q3 | $522K | Buy |
4,533
+2,674
| +144% | +$298K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $186K | Buy |
+1,859
| New | +$186K | ﹤0.01% | 1583 |
|
|
2024
Q1 | – | Sell |
-858
| Closed | -$83K | – | 2124 |
|
|
2023
Q4 | $83K | Sell |
858
-3,708
| -81% | -$337K | ﹤0.01% | 1732 |
|
|
2023
Q3 | $402K | Sell |
4,566
-2,559
| -36% | -$235K | ﹤0.01% | 1202 |
|
|
2023
Q2 | $638K | Sell |
7,125
-5,879
| -45% | -$555K | ﹤0.01% | 1066 |
|
|
2023
Q1 | $1.25M | Buy |
13,004
+5,770
| +80% | +$570K | ﹤0.01% | 984 |
|
|
2022
Q4 | $744K | Buy |
7,234
+1,636
| +29% | +$157K | ﹤0.01% | 1048 |
|
|
2022
Q3 | $520K | Sell |
5,598
-47,145
| -89% | -$5.06M | ﹤0.01% | 1092 |
|
|
2022
Q2 | $5.65M | Buy |
52,743
+9,999
| +23% | +$1.1M | 0.01% | 713 |
|
|
2022
Q1 | $4.77M | Buy |
42,744
+38,047
| +810% | +$3.95M | 0.01% | 758 |
|
|
2021
Q4 | $491K | Sell |
4,697
-1,738
| -27% | -$176K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $627K | Sell |
6,435
-474
| -7% | -$49.1K | ﹤0.01% | 1140 |
|
|
2021
Q2 | $681K | Sell |
6,909
-75,743
| -92% | -$7.61M | ﹤0.01% | 1000 |
|
|
2021
Q1 | $7.98M | Buy |
82,652
+78,010
| +1,681% | +$7.12M | 0.01% | 598 |
|
|
2020
Q4 | $424K | Buy |
4,642
+1,111
| +31% | +$103K | ﹤0.01% | 1003 |
|
|
2020
Q3 | $312K | Sell |
3,531
-1,885
| -35% | -$155K | ﹤0.01% | 928 |
|
|
2020
Q2 | $432K | Buy |
+5,416
| New | +$458K | ﹤0.01% | 832 |
|
|
2017
Q4 | – | Sell |
-333
| Closed | -$27K | – | 1076 |
|
|
2017
Q3 | $27K | Hold |
333
| – | – | ﹤0.01% | 869 |
|
|
2017
Q2 | $27K | Sell |
333
-98
| -23% | -$8.24K | ﹤0.01% | 865 |
|
|
2017
Q1 | $35K | Hold |
431
| – | – | ﹤0.01% | 883 |
|
|
2016
Q4 | $33K | Buy |
431
+98
| +29% | +$7.51K | ﹤0.01% | 886 |
|
|
2016
Q3 | $26K | Sell |
333
-69
| -17% | -$5.71K | ﹤0.01% | 882 |
|
|
2016
Q2 | $34K | Sell |
402
-5,331
| -93% | -$426K | ﹤0.01% | 901 |
|
|
2016
Q1 | $462K | Sell |
5,733
-167
| -3% | -$12.6K | ﹤0.01% | 727 |
|
|
2015
Q4 | $421K | Buy |
5,900
+5,567
| +1,672% | +$391K | ﹤0.01% | 737 |
|
|
2015
Q3 | $23K | Hold |
333
| – | – | ﹤0.01% | 958 |
|
|
2015
Q2 | $23K | Sell |
333
-15
| -4% | -$1.13K | ﹤0.01% | 1012 |
|
|
2015
Q1 | $26K | Buy |
348
+15
| +5% | +$1.22K | ﹤0.01% | 1019 |
|
|
2014
Q4 | $27K | Sell |
333
-3,359
| -91% | -$271K | ﹤0.01% | 1033 |
|
|
2014
Q3 | $275K | Hold |
3,692
| – | – | ﹤0.01% | 804 |
|
|
2014
Q2 | $273K | Sell |
3,692
-21
| -0.6% | -$1.51K | ﹤0.01% | 834 |
|
|
2014
Q1 | $264K | Sell |
3,713
-132,589
| -97% | -$9.24M | ﹤0.01% | 791 |
|
|
2013
Q4 | $9.41M | Buy |
136,302
+22,500
| +20% | +$1.57M | 0.02% | 381 |
|
|
2013
Q3 | $7.6M | Buy |
113,802
+30
| +0% | +$2.05K | 0.02% | 417 |
|
|
2013
Q2 | $7.68M | Buy |
+113,772
| New | +$8.04M | 0.02% | 423 |
|
Other funds holding DUK
VCM
VPM
Lazard Asset Management's DUK Position: Q1 2026 in Review
Lazard Asset Management reduced its Duke Energy (DUK) stake by 27% in Q1 2026, selling an estimated $1.6M and leaving 35,070 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #587.
Lazard Asset Management first reported a position in DUK in Q2 2013 and has held it in 41 quarters since. The position peaked at $9.41M in Q4 2013. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Lazard Asset Management held 35,070 shares of Duke Energy worth $4.59M as of Q1 2026.
- Lazard Asset Management sold 12,808 Duke Energy shares in Q1 2026, an estimated $1.6M.
- Duke Energy made up 0.01% of Lazard Asset Management's portfolio in Q1 2026, its #587 holding.
- Lazard Asset Management first reported a position in Duke Energy in Q2 2013 and has held it in 41 quarters since.
- Lazard Asset Management's Duke Energy position peaked at $9.41M in Q4 2013.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.