Ameritas Investment Partners’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 | $913K | Hold |
6,972
| – | – | 0.03% | 640 |
|
|
2025
Q4 | $817K | Sell |
6,972
-308
| -4% | -$37.6K | 0.02% | 680 |
|
|
2025
Q3 | $901K | Sell |
7,280
-478
| -6% | -$58K | 0.03% | 644 |
|
|
2025
Q2 | $915K | Sell |
7,758
-227
| -3% | -$26.8K | 0.03% | 642 |
|
|
2025
Q1 | $974K | Sell |
7,985
-334
| -4% | -$38.1K | 0.03% | 616 |
|
|
2024
Q4 | $896K | Sell |
8,319
-322
| -4% | -$36.5K | 0.03% | 650 |
|
|
2024
Q3 | $996K | Sell |
8,641
-303
| -3% | -$33.7K | 0.03% | 636 |
|
|
2024
Q2 | $896K | Sell |
8,944
-288
| -3% | -$28.8K | 0.03% | 646 |
|
|
2024
Q1 | $893K | Sell |
9,232
-654
| -7% | -$62K | 0.03% | 651 |
|
|
2023
Q4 | $959K | Sell |
9,886
-331
| -3% | -$30.1K | 0.04% | 631 |
|
|
2023
Q3 | $902K | Sell |
10,217
-400
| -4% | -$36.7K | 0.04% | 609 |
|
|
2023
Q2 | $953K | Sell |
10,617
-160
| -1% | -$15.1K | 0.04% | 604 |
|
|
2023
Q1 | $1.04M | Hold |
10,777
| – | – | 0.04% | 567 |
|
|
2022
Q4 | $1.09M | Sell |
10,777
-21
| -0.2% | -$2.02K | 0.04% | 548 |
|
|
2022
Q3 | $1M | Sell |
10,798
-258
| -2% | -$27.7K | 0.04% | 509 |
|
|
2022
Q2 | $1.18M | Sell |
11,056
-263
| -2% | -$28.9K | 0.05% | 467 |
|
|
2022
Q1 | $1.26M | Sell |
11,319
-270
| -2% | -$28K | 0.05% | 521 |
|
|
2021
Q4 | $1.22M | Sell |
11,589
-506
| -4% | -$51.3K | 0.04% | 556 |
|
|
2021
Q3 | $1.18M | Buy |
12,095
+1
| +0% | +$104 | 0.04% | 537 |
|
|
2021
Q2 | $1.19M | Sell |
12,094
-576
| -5% | -$57.9K | 0.04% | 547 |
|
|
2021
Q1 | $1.22M | Buy |
12,670
+377
| +3% | +$34.4K | 0.05% | 519 |
|
|
2020
Q4 | $1.13M | Sell |
12,293
-540
| -4% | -$50K | 0.05% | 489 |
|
|
2020
Q3 | $1.14M | Sell |
12,833
-506
| -4% | -$41.7K | 0.05% | 412 |
|
|
2020
Q2 | $1.06M | Sell |
13,339
-61
| -0.5% | -$5.15K | 0.05% | 428 |
|
|
2020
Q1 | $1.08M | Sell |
13,400
-269
| -2% | -$24.7K | 0.06% | 357 |
|
|
2019
Q4 | $1.25M | Sell |
13,669
-201
| -1% | -$18.4K | 0.06% | 432 |
|
|
2019
Q3 | $1.33M | Sell |
13,870
-252
| -2% | -$22.9K | 0.06% | 391 |
|
|
2019
Q2 | $1.25M | Sell |
14,122
-413
| -3% | -$36.5K | 0.06% | 409 |
|
|
2019
Q1 | $1.31M | Buy |
14,535
+247
| +2% | +$21.8K | 0.06% | 397 |
|
|
2018
Q4 | $1.23M | Sell |
14,288
-217
| -1% | -$18.5K | 0.07% | 359 |
|
|
2018
Q3 | $1.16M | Sell |
14,505
-243
| -2% | -$19.6K | 0.05% | 477 |
|
|
2018
Q2 | $1.17M | Sell |
14,748
-1,180
| -7% | -$90.8K | 0.06% | 462 |
|
|
2018
Q1 | $1.23M | Sell |
15,928
-577
| -3% | -$44.6K | 0.06% | 443 |
|
|
2017
Q4 | $1.3M | Sell |
16,505
-602
| -4% | -$52.6K | 0.06% | 432 |
|
|
2017
Q3 | $1.49M | Hold |
17,107
| – | – | 0.07% | 353 |
|
|
2017
Q2 | $1.43M | Sell |
17,107
-309
| -2% | -$26K | 0.07% | 367 |
|
|
2017
Q1 | $1.43M | Sell |
17,416
-376
| -2% | -$29.9K | 0.07% | 357 |
|
|
2016
Q4 | $1.38M | Sell |
17,792
-223
| -1% | -$17.1K | 0.07% | 368 |
|
|
2016
Q3 | $1.44M | Buy |
18,015
+2,851
| +19% | +$236K | 0.08% | 321 |
|
|
2016
Q2 | $1.3M | Buy |
15,164
+895
| +6% | +$71.5K | 0.08% | 229 |
|
|
2016
Q1 | $1.15M | Hold |
14,269
| – | – | 0.08% | 255 |
|
|
2015
Q4 | $1.02M | Sell |
14,269
-28,932
| -67% | -$2.03M | 0.07% | 288 |
|
|
2015
Q3 | $3.11M | Sell |
43,201
-1,537
| -3% | -$111K | 0.22% | 83 |
|
|
2015
Q2 | $3.16M | Sell |
44,738
-704
| -2% | -$53.2K | 0.21% | 105 |
|
|
2015
Q1 | $3.49M | Buy |
45,442
+9
| +0% | +$730 | 0.23% | 84 |
|
|
2014
Q4 | $3.79M | Buy |
45,433
+3,454
| +8% | +$279K | 0.26% | 77 |
|
|
2014
Q3 | $3.14M | Sell |
41,979
-778
| -2% | -$56.8K | 0.22% | 94 |
|
|
2014
Q2 | $3.17M | Sell |
42,757
-135
| -0.3% | -$9.71K | 0.23% | 93 |
|
|
2014
Q1 | $3.05M | Sell |
42,892
-860
| -2% | -$59.9K | 0.24% | 88 |
|
|
2013
Q4 | $3.02M | Sell |
43,752
-188
| -0.4% | -$13.2K | 0.24% | 87 |
|
|
2013
Q3 | $2.93M | Buy |
43,940
+15,008
| +52% | +$1.02M | 0.28% | 68 |
|
|
2013
Q2 | $1.95M | Buy |
+28,932
| New | +$2.04M | 0.53% | 63 |
|
Other funds holding DUK
VCM
VPM
Ameritas Investment Partners's DUK Position: Q1 2026 in Review
Ameritas Investment Partners held its Duke Energy (DUK) position steady in Q1 2026 at 6,972 shares worth $913K. The position accounts for 0.03% of the portfolio, ranked #640.
Ameritas Investment Partners first reported a position in DUK in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.79M in Q4 2014. 2,468 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Ameritas Investment Partners held 6,972 shares of Duke Energy worth $913K as of Q1 2026.
- Ameritas Investment Partners left its Duke Energy share count unchanged in Q1 2026.
- Duke Energy made up 0.03% of Ameritas Investment Partners's portfolio in Q1 2026, its #640 holding.
- Ameritas Investment Partners first reported a position in Duke Energy in Q2 2013 and has held it in 52 quarters since.
- Ameritas Investment Partners's Duke Energy position peaked at $3.79M in Q4 2014.
- 2,468 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.