Crawford Investment Counsel Inc. Reduces Stake in Duke Energy

The institutional investor sold 30,750 shares of the utilities provider in the third quarter.

Mar. 15, 2026 at 11:11am

Got story updates? Submit your updates here. ›

Crawford Investment Counsel Inc. reduced its stake in Duke Energy Corporation (NYSE:DUK) by 8.7% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 321,990 shares of the utilities provider's stock, valued at $39,846,000.

Why it matters

This filing provides insight into the investment decisions of Crawford Investment Counsel, a prominent institutional investor. Changes in large investor holdings can signal broader market trends and influence the stock price of Duke Energy.

The details

According to the 13F filing, Crawford Investment Counsel sold 30,750 shares of Duke Energy stock during the third quarter. The firm now holds a $39.85 million stake in the utilities company, down from its previous holding of $43.65 million.

  • The filing covers the third quarter of the year.

The players

Crawford Investment Counsel Inc.

An institutional investment firm that manages assets for clients.

Duke Energy Corporation

A major U.S. electric power holding company headquartered in Charlotte, North Carolina.

Got photos? Submit your photos here. ›

The takeaway

This filing indicates that Crawford Investment Counsel has reduced its exposure to Duke Energy, potentially signaling a shift in the firm's investment strategy or a broader reassessment of the utilities sector. Investors will likely monitor any further changes in large institutional holdings of Duke Energy stock.