American State Bank (Iowa)’s Duke Energy DUK Stock Holding History

American State Bank (Iowa)’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-874	Closed	-$84.8K	–	163
2023 Q4	$84.8K	Hold	874	–	–	0.05%	169
2023 Q3	$77.1K	Hold	874	–	–	0.06%	168
2023 Q2	$78.4K	Hold	874	–	–	0.05%	168
2023 Q1	$84.3K	Hold	874	–	–	0.06%	164
2022 Q4	$90K	Hold	874	–	–	0.07%	161
2022 Q3	$81.3K	Hold	874	–	–	0.07%	165
2022 Q2	$93.7K	Hold	874	–	–	0.07%	158
2022 Q1	$97.6K	Hold	874	–	–	0.07%	163
2021 Q4	$91.7K	Hold	874	–	–	0.06%	167
2021 Q3	$85.3K	Hold	874	–	–	0.07%	162
2021 Q2	$86.3K	Hold	874	–	–	0.07%	161
2021 Q1	$84.4K	Buy	874 +79	+10%	+$7.21K	0.07%	159
2020 Q4	$72.8K	Buy	+795	New	+$73.5K	0.07%	158

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American State Bank (Iowa)'s DUK Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 874 shares — an estimated $84.8K sold.

American State Bank (Iowa) first reported a position in DUK in Q4 2020 and held it in 13 quarters. The position peaked at $97.6K in Q1 2022. 1,913 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

American State Bank (Iowa) reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 874 Duke Energy shares in Q1 2024, an estimated $84.8K.
American State Bank (Iowa) first reported a position in Duke Energy in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s Duke Energy position peaked at $97.6K in Q1 2022.
1,913 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.