AmeriServ Wealth Advisors’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 | $340K | Buy |
2,599
+139
| +6% | +$17.4K | 0.22% | 46 |
|
|
2025
Q4 | $288K | Sell |
2,460
-392
| -14% | -$47.9K | 0.17% | 49 |
|
|
2025
Q3 | $353K | Sell |
2,852
-20
| -0.7% | -$2.43K | 0.18% | 49 |
|
|
2025
Q2 | $339K | Sell |
2,872
-16
| -0.6% | -$1.89K | 0.17% | 44 |
|
|
2025
Q1 | $352K | Sell |
2,888
-203
| -7% | -$23.1K | 0.2% | 44 |
|
|
2024
Q4 | $333K | Buy |
+3,091
| New | +$350K | 0.18% | 50 |
|
|
2023
Q3 | $371K | Sell |
4,208
-374
| -8% | -$34.3K | 0.69% | 28 |
|
|
2023
Q2 | $411K | Sell |
4,582
-3,052
| -40% | -$288K | 0.78% | 27 |
|
|
2023
Q1 | $736K | Sell |
7,634
-1,428
| -16% | -$141K | 1.69% | 15 |
|
|
2022
Q4 | $933K | Sell |
9,062
-1,541
| -15% | -$148K | 1.86% | 14 |
|
|
2022
Q3 | $986K | Sell |
10,603
-25
| -0.2% | -$2.69K | 2.17% | 11 |
|
|
2022
Q2 | $1.14M | Sell |
10,628
-1,175
| -10% | -$129K | 2.68% | 12 |
|
|
2022
Q1 | $1.32M | Buy |
11,803
+2,028
| +21% | +$211K | 0.96% | 19 |
|
|
2021
Q4 | $1.02M | Buy |
9,775
+42
| +0.4% | +$4.26K | 0.7% | 25 |
|
|
2021
Q3 | $950K | Sell |
9,733
-432
| -4% | -$44.7K | 0.73% | 26 |
|
|
2021
Q2 | $1M | Sell |
10,165
-1,302
| -11% | -$131K | 0.78% | 28 |
|
|
2021
Q1 | $1.11M | Buy |
11,467
+810
| +8% | +$73.9K | 0.95% | 22 |
|
|
2020
Q4 | $976K | Buy |
+10,657
| New | +$986K | 0.96% | 25 |
|
|
2019
Q3 | $328K | Hold |
3,430
| – | – | 0.45% | 42 |
|
|
2019
Q2 | $303K | Hold |
3,430
| – | – | 0.4% | 51 |
|
|
2019
Q1 | $309K | Sell |
3,430
-75
| -2% | -$6.61K | 0.65% | 49 |
|
|
2018
Q4 | $303K | Buy |
3,505
+228
| +7% | +$19.4K | 0.77% | 44 |
|
|
2018
Q3 | $262K | Sell |
3,277
-50
| -2% | -$4.04K | 0.33% | 60 |
|
|
2018
Q2 | $263K | Sell |
3,327
-40
| -1% | -$3.08K | 0.35% | 58 |
|
|
2018
Q1 | $261K | Sell |
3,367
-1,370
| -29% | -$106K | 0.3% | 58 |
|
|
2017
Q4 | $422K | Buy |
+4,737
| New | +$414K | 0.41% | 43 |
|
|
2016
Q4 | – | Sell |
-4,546
| Closed | -$364K | – | 46 |
|
|
2016
Q3 | $364K | Buy |
+4,546
| New | +$376K | 0.46% | 46 |
|
|
2015
Q4 | – | Sell |
-4,945
| Closed | -$356K | – | 36 |
|
|
2015
Q3 | $356K | Buy |
4,945
+378
| +8% | +$27.4K | 0.68% | 37 |
|
|
2015
Q2 | $322K | Sell |
4,567
-217
| -5% | -$16.4K | 0.37% | 54 |
|
|
2015
Q1 | $367K | Sell |
4,784
-205
| -4% | -$16.6K | 0.42% | 51 |
|
|
2014
Q4 | $417K | Hold |
4,989
| – | – | 0.4% | 64 |
|
|
2014
Q3 | $373K | Hold |
4,989
| – | – | 0.64% | 58 |
|
|
2014
Q2 | $370K | Sell |
4,989
-55
| -1% | -$3.96K | 0.4% | 67 |
|
|
2014
Q1 | $359K | Sell |
5,044
-150
| -3% | -$10.5K | 0.36% | 79 |
|
|
2013
Q4 | $359K | Sell |
5,194
-613
| -11% | -$42.9K | 0.21% | 120 |
|
|
2013
Q3 | $387K | Buy |
5,807
+55
| +1% | +$3.75K | 0.25% | 116 |
|
|
2013
Q2 | $389K | Buy |
+5,752
| New | +$407K | 0.25% | 116 |
|
Other funds holding DUK
VCM
VPM
AmeriServ Wealth Advisors's DUK Position: Q1 2026 in Review
AmeriServ Wealth Advisors increased its Duke Energy (DUK) stake by 5.7% in Q1 2026, buying an estimated $17.4K and bringing the position to 2,599 shares worth $340K. The position accounts for 0.22% of the portfolio, ranked #46.
AmeriServ Wealth Advisors first reported a position in DUK in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.32M in Q1 2022. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- AmeriServ Wealth Advisors held 2,599 shares of Duke Energy worth $340K as of Q1 2026.
- AmeriServ Wealth Advisors bought 139 Duke Energy shares in Q1 2026, an estimated $17.4K.
- Duke Energy made up 0.22% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #46 holding.
- AmeriServ Wealth Advisors first reported a position in Duke Energy in Q2 2013 and has held it in 37 quarters since.
- AmeriServ Wealth Advisors's Duke Energy position peaked at $1.32M in Q1 2022.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.