Lazard Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Sell |
32,702
-4,920
| -13% | -$580K | 0.01% | 807 |
|
|
2025
Q1 | $4.59M | Buy |
37,622
+6,012
| +19% | +$733K | 0.01% | 713 |
|
|
2024
Q4 | $3.4M | Buy |
31,610
+27,077
| +597% | +$2.92M | 0.01% | 728 |
|
|
2024
Q3 | $522K | Buy |
4,533
+2,674
| +144% | +$308K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $186K | Buy |
+1,859
| New | +$186K | ﹤0.01% | 1583 |
|
|
2024
Q1 | – | Sell |
-858
| Closed | -$83K | – | 2125 |
|
|
2023
Q4 | $83K | Sell |
858
-3,708
| -81% | -$359K | ﹤0.01% | 1732 |
|
|
2023
Q3 | $402K | Sell |
4,566
-2,559
| -36% | -$225K | ﹤0.01% | 1202 |
|
|
2023
Q2 | $638K | Sell |
7,125
-5,879
| -45% | -$526K | ﹤0.01% | 1066 |
|
|
2023
Q1 | $1.25M | Buy |
13,004
+5,770
| +80% | +$556K | ﹤0.01% | 984 |
|
|
2022
Q4 | $744K | Buy |
7,234
+1,636
| +29% | +$168K | ﹤0.01% | 1048 |
|
|
2022
Q3 | $520K | Sell |
5,598
-47,145
| -89% | -$4.38M | ﹤0.01% | 1092 |
|
|
2022
Q2 | $5.65M | Buy |
52,743
+9,999
| +23% | +$1.07M | 0.01% | 713 |
|
|
2022
Q1 | $4.77M | Buy |
42,744
+38,047
| +810% | +$4.25M | 0.01% | 758 |
|
|
2021
Q4 | $491K | Sell |
4,697
-1,738
| -27% | -$182K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $627K | Sell |
6,435
-474
| -7% | -$46.2K | ﹤0.01% | 1140 |
|
|
2021
Q2 | $681K | Sell |
6,909
-75,743
| -92% | -$7.47M | ﹤0.01% | 1000 |
|
|
2021
Q1 | $7.98M | Buy |
82,652
+78,010
| +1,681% | +$7.53M | 0.01% | 598 |
|
|
2020
Q4 | $424K | Buy |
4,642
+1,111
| +31% | +$101K | ﹤0.01% | 1003 |
|
|
2020
Q3 | $312K | Sell |
3,531
-1,885
| -35% | -$167K | ﹤0.01% | 928 |
|
|
2020
Q2 | $432K | Buy |
+5,416
| New | +$432K | ﹤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% | -$7.95K | ﹤0.01% | 865 |
|
|
2017
Q1 | $35K | Hold |
431
| – | – | ﹤0.01% | 883 |
|
|
2016
Q4 | $33K | Buy |
431
+98
| +29% | +$7.5K | ﹤0.01% | 886 |
|
|
2016
Q3 | $26K | Sell |
333
-69
| -17% | -$5.39K | ﹤0.01% | 882 |
|
|
2016
Q2 | $34K | Sell |
402
-5,331
| -93% | -$451K | ﹤0.01% | 901 |
|
|
2016
Q1 | $462K | Sell |
5,733
-167
| -3% | -$13.5K | ﹤0.01% | 727 |
|
|
2015
Q4 | $421K | Buy |
5,900
+5,567
| +1,672% | +$397K | ﹤0.01% | 737 |
|
|
2015
Q3 | $23K | Hold |
333
| – | – | ﹤0.01% | 958 |
|
|
2015
Q2 | $23K | Sell |
333
-15
| -4% | -$1.04K | ﹤0.01% | 1012 |
|
|
2015
Q1 | $26K | Buy |
348
+15
| +5% | +$1.12K | ﹤0.01% | 1019 |
|
|
2014
Q4 | $27K | Sell |
333
-3,359
| -91% | -$272K | ﹤0.01% | 1033 |
|
|
2014
Q3 | $275K | Hold |
3,692
| – | – | ﹤0.01% | 804 |
|
|
2014
Q2 | $273K | Sell |
3,692
-21
| -0.6% | -$1.55K | ﹤0.01% | 834 |
|
|
2014
Q1 | $264K | Sell |
3,713
-132,589
| -97% | -$9.43M | ﹤0.01% | 791 |
|
|
2013
Q4 | $9.41M | Buy |
136,302
+22,500
| +20% | +$1.55M | 0.02% | 381 |
|
|
2013
Q3 | $7.6M | Buy |
113,802
+30
| +0% | +$2K | 0.02% | 417 |
|
|
2013
Q2 | $7.68M | Buy |
+113,772
| New | +$7.68M | 0.02% | 423 |
|