Acadian 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
$31.2M Buy
238,383
+152,111
+176% +$19M 0.04% 309
2025
Q4
$10.1M Buy
86,272
+83,511
+3,025% +$10.2M 0.02% 481
2025
Q3
$341K Sell
2,761
-3,112
-53% -$378K ﹤0.01% 1299
2025
Q2
$692K Buy
5,873
+4,108
+233% +$485K ﹤0.01% 1068
2025
Q1
$215K Sell
1,765
-221
-11% -$25.2K ﹤0.01% 1246
2024
Q4
$213K Buy
1,986
+221
+13% +$25K ﹤0.01% 1253
2024
Q3
$203K Sell
1,765
-24,057
-93% -$2.68M ﹤0.01% 1354
2024
Q2
$2.59M Buy
+25,822
New +$2.58M 0.01% 687
2023
Q3
Sell
-9
Closed 1682
2023
Q2
$0 Sell
9
-6
-40% -$566 ﹤0.01% 1771
2023
Q1
$0 Sell
15
-317,110
-100% -$31.3M ﹤0.01% 1792
2022
Q4
$32.6M Sell
317,125
-585,458
-65% -$56.2M 0.16% 150
2022
Q3
$83.9M Buy
902,583
+63,306
+8% +$6.8M 0.46% 65
2022
Q2
$90M Buy
839,277
+500,256
+148% +$55M 0.46% 62
2022
Q1
$37.8M Buy
339,021
+320,747
+1,755% +$33.3M 0.16% 149
2021
Q4
$1.92M Buy
18,274
+375
+2% +$38K 0.01% 667
2021
Q3
$1.75M Sell
17,899
-1,388
-7% -$144K 0.01% 714
2021
Q2
$1.9M Sell
19,287
-5,092
-21% -$512K 0.01% 722
2021
Q1
$2.35M Sell
24,379
-2,680
-10% -$245K 0.01% 695
2020
Q4
$2.48M Sell
27,059
-4,681
-15% -$433K 0.01% 702
2020
Q3
$2.81M Sell
31,740
-14,885
-32% -$1.23M 0.01% 576
2020
Q2
$3.73M Sell
46,625
-73,554
-61% -$6.22M 0.02% 540
2020
Q1
$9.72M Sell
120,179
-30,887
-20% -$2.84M 0.06% 261
2019
Q4
$13.8M Sell
151,066
-141,873
-48% -$13M 0.06% 258
2019
Q3
$28.1M Buy
292,939
+24,834
+9% +$2.26M 0.12% 167
2019
Q2
$23.7M Buy
268,105
+40,450
+18% +$3.58M 0.11% 177
2019
Q1
$20.5M Buy
227,655
+173,804
+323% +$15.3M 0.09% 195
2018
Q4
$4.65M Buy
53,851
+49,805
+1,231% +$4.24M 0.02% 386
2018
Q3
$324K Buy
4,046
+3,172
+363% +$257K ﹤0.01% 975
2018
Q2
$69K Sell
874
-4,090
-82% -$315K ﹤0.01% 1333
2018
Q1
$385K Buy
4,964
+1,205
+32% +$93.1K ﹤0.01% 921
2017
Q4
$317K Buy
3,759
+23
+0.6% +$2.01K ﹤0.01% 888
2017
Q3
$314K Sell
3,736
-28
-0.7% -$2.4K ﹤0.01% 849
2017
Q2
$314K Sell
3,764
-7,661
-67% -$644K ﹤0.01% 895
2017
Q1
$938K Sell
11,425
-76,222
-87% -$6.06M ﹤0.01% 773
2016
Q4
$6.8M Sell
87,647
-725,926
-89% -$55.6M 0.03% 353
2016
Q3
$65.1M Sell
813,573
-143,428
-15% -$11.9M 0.32% 89
2016
Q2
$82.1M Buy
957,001
+441,335
+86% +$35.3M 0.42% 73
2016
Q1
$41.6M Buy
515,666
+467,140
+963% +$35.4M 0.21% 129
2015
Q4
$3.46M Sell
48,526
-1,476
-3% -$104K 0.02% 463
2015
Q3
$3.6M Buy
50,002
+1,429
+3% +$103K 0.02% 446
2015
Q2
$3.43M Buy
48,573
+7,400
+18% +$559K 0.02% 485
2015
Q1
$3.16M Sell
41,173
-66,994
-62% -$5.44M 0.01% 474
2014
Q4
$9.04M Buy
108,167
+14,896
+16% +$1.2M 0.04% 309
2014
Q3
$6.97M Buy
93,271
+5,080
+6% +$371K 0.03% 306
2014
Q2
$6.54M Hold
88,191
0.03% 328
2014
Q1
$6.28M Buy
88,191
+2,032
+2% +$142K 0.03% 300
2013
Q4
$5.95M Hold
86,159
0.03% 316
2013
Q3
$5.75M Buy
86,159
+2,317
+3% +$158K 0.04% 299
2013
Q2
$5.66M Buy
+83,842
New +$5.93M 0.04% 283

Other funds holding DUK

Acadian Asset Management's DUK Position: Q1 2026 in Review

Acadian Asset Management increased its Duke Energy (DUK) stake by 176% in Q1 2026, buying an estimated $19M and bringing the position to 238,383 shares worth $31.2M. The position accounts for 0.04% of the portfolio, ranked #309.

Acadian Asset Management first reported a position in DUK in Q2 2013 and has held it in 49 quarters since. The position peaked at $90M in Q2 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Acadian Asset Management held 238,383 shares of Duke Energy worth $31.2M as of Q1 2026.
  • Acadian Asset Management bought 152,111 Duke Energy shares in Q1 2026, an estimated $19M.
  • Duke Energy made up 0.04% of Acadian Asset Management's portfolio in Q1 2026, its #309 holding.
  • Acadian Asset Management first reported a position in Duke Energy in Q2 2013 and has held it in 49 quarters since.
  • Acadian Asset Management's Duke Energy position peaked at $90M in Q2 2022.
  • 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.