American National Insurance’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.35M | Sell |
12,100
-1,213
| -9% | -$126K | 0.37% | 77 |
|
|
2021
Q4 | $1.4M | Sell |
13,313
-57,582
| -81% | -$5.84M | 0.31% | 86 |
|
|
2021
Q3 | $6.92M | Sell |
70,895
-40
| -0.1% | -$4.14K | 0.26% | 103 |
|
|
2021
Q2 | $7M | Sell |
70,935
-64
| -0.1% | -$6.43K | 0.26% | 100 |
|
|
2021
Q1 | $6.85M | Sell |
70,999
-50
| -0.1% | -$4.56K | 0.28% | 106 |
|
|
2020
Q4 | $6.5M | Hold |
71,049
| – | – | 0.28% | 110 |
|
|
2020
Q3 | $6.29M | Hold |
71,049
| – | – | 0.3% | 95 |
|
|
2020
Q2 | $5.68M | Hold |
71,049
| – | – | 0.29% | 97 |
|
|
2020
Q1 | $5.75M | Hold |
71,049
| – | – | 0.37% | 82 |
|
|
2019
Q4 | $6.48M | Sell |
71,049
-7,566
| -10% | -$694K | 0.34% | 89 |
|
|
2019
Q3 | $7.54M | Hold |
78,615
| – | – | 0.4% | 79 |
|
|
2019
Q2 | $6.94M | Hold |
78,615
| – | – | 0.37% | 87 |
|
|
2019
Q1 | $7.08M | Hold |
78,615
| – | – | 0.37% | 88 |
|
|
2018
Q4 | $6.78M | Hold |
78,615
| – | – | 0.4% | 80 |
|
|
2018
Q3 | $6.29M | Sell |
78,615
-14,216
| -15% | -$1.15M | 0.31% | 103 |
|
|
2018
Q2 | $7.34M | Hold |
92,831
| – | – | 0.36% | 81 |
|
|
2018
Q1 | $7.19M | Hold |
92,831
| – | – | 0.37% | 81 |
|
|
2017
Q4 | $7.81M | Hold |
92,831
| – | – | 0.39% | 75 |
|
|
2017
Q3 | $7.79M | Sell |
92,831
-1,950
| -2% | -$167K | 0.41% | 74 |
|
|
2017
Q2 | $7.92M | Hold |
94,781
| – | – | 0.43% | 68 |
|
|
2017
Q1 | $7.77M | Hold |
94,781
| – | – | 0.43% | 69 |
|
|
2016
Q4 | $7.36M | Hold |
94,781
| – | – | 0.43% | 71 |
|
|
2016
Q3 | $7.59M | Hold |
94,781
| – | – | 0.44% | 69 |
|
|
2016
Q2 | $8.13M | Hold |
94,781
| – | – | 0.48% | 62 |
|
|
2016
Q1 | $7.65M | Sell |
94,781
-365
| -0.4% | -$27.6K | 0.45% | 67 |
|
|
2015
Q4 | $6.79M | Hold |
95,146
| – | – | 0.4% | 76 |
|
|
2015
Q3 | $6.84M | Hold |
95,146
| – | – | 0.44% | 72 |
|
|
2015
Q2 | $6.72M | Hold |
95,146
| – | – | 0.4% | 86 |
|
|
2015
Q1 | $7.3M | Hold |
95,146
| – | – | 0.43% | 79 |
|
|
2014
Q4 | $7.95M | Hold |
95,146
| – | – | 0.47% | 68 |
|
|
2014
Q3 | $7.11M | Hold |
95,146
| – | – | 0.43% | 78 |
|
|
2014
Q2 | $7.06M | Hold |
95,146
| – | – | 0.43% | 79 |
|
|
2014
Q1 | $6.78M | Hold |
95,146
| – | – | 0.43% | 77 |
|
|
2013
Q4 | $6.57M | Hold |
95,146
| – | – | 0.42% | 78 |
|
|
2013
Q3 | $6.35M | Sell |
95,146
-5,950
| -6% | -$406K | 0.45% | 70 |
|
|
2013
Q2 | $6.82M | Buy |
+101,096
| New | +$7.15M | 0.51% | 57 |
|
Other funds holding DUK
American National Insurance's DUK Position: Q1 2022 in Review
American National Insurance reduced its Duke Energy (DUK) stake by 9.1% in Q1 2022, selling an estimated $126K and leaving 12,100 shares worth $1.35M. The position accounts for 0.37% of the portfolio, ranked #77.
American National Insurance first reported a position in DUK in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.13M in Q2 2016. 1,845 funds tracked by Wall St. Rank hold DUK as of Q1 2022.
- American National Insurance held 12,100 shares of Duke Energy worth $1.35M as of Q1 2022.
- American National Insurance sold 1,213 Duke Energy shares in Q1 2022, an estimated $126K.
- Duke Energy made up 0.37% of American National Insurance's portfolio in Q1 2022, its #77 holding.
- American National Insurance first reported a position in Duke Energy in Q2 2013 and has held it in 36 quarters since.
- American National Insurance's Duke Energy position peaked at $8.13M in Q2 2016.
- 1,845 funds tracked by Wall St. Rank held Duke Energy as of Q1 2022.
Based on American National Insurance's 13F filing for Q1 2022, filed 13 May 2022.