Asahi Life Asset Management’s Duke Energy DUK Stock Holding History

Asahi Life Asset Management’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
2026 Q2	$536K	Buy	4,235 +428	+11%	+$54K	0.3%	67
2026 Q1	$498K	Buy	+3,807	New	+$476K	0.32%	56
2025 Q3	–	Sell	-4,435	Closed	-$523K	–	170
2025 Q2	$523K	Buy	4,435 +60	+1%	+$7.08K	0.31%	67
2025 Q1	$534K	Buy	+4,375	New	+$499K	0.35%	55
2023 Q4	–	Sell	-4,500	Closed	-$397K	–	185
2023 Q3	$397K	Buy	4,500 +2,770	+160%	+$254K	0.14%	78
2023 Q2	$155K	Sell	1,730 -2,950	-63%	-$278K	0.05%	176
2023 Q1	$451K	Buy	+4,680	New	+$462K	0.14%	83
2022 Q3	–	Sell	-4,590	Closed	-$492K	–	262
2022 Q2	$492K	Sell	4,590 -500	-10%	-$55K	0.13%	66
2022 Q1	$568K	Buy	5,090 +3,110	+157%	+$323K	0.08%	73
2021 Q4	$208K	Sell	1,980 -2,020	-51%	-$205K	0.03%	177
2021 Q3	$390K	Sell	4,000 -1,530	-28%	-$158K	0.05%	114
2021 Q2	$546K	Sell	5,530 -360	-6%	-$36.2K	0.07%	73
2021 Q1	$569K	Sell	5,890 -60	-1%	-$5.48K	0.08%	73
2020 Q4	$545K	Sell	5,950 -270	-4%	-$25K	0.07%	94
2020 Q3	$551K	Buy	6,220 +500	+9%	+$41.2K	0.08%	67
2020 Q2	$457K	Sell	5,720 -1,490	-21%	-$126K	0.08%	75
2020 Q1	$583K	Buy	+7,210	New	+$662K	0.1%	66

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Asahi Life Asset Management's DUK Position: Q2 2026 in Review

Asahi Life Asset Management increased its Duke Energy (DUK) stake by 11% in Q2 2026, buying an estimated $54K and bringing the position to 4,235 shares worth $536K. The position accounts for 0.3% of the portfolio, ranked #67.

Asahi Life Asset Management first reported a position in DUK in Q1 2020 and has held it in 17 quarters since. The position peaked at $583K in Q1 2020. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Asahi Life Asset Management held 4,235 shares of Duke Energy worth $536K as of Q2 2026.
Asahi Life Asset Management bought 428 Duke Energy shares in Q2 2026, an estimated $54K.
Duke Energy made up 0.3% of Asahi Life Asset Management's portfolio in Q2 2026, its #67 holding.
Asahi Life Asset Management first reported a position in Duke Energy in Q1 2020 and has held it in 17 quarters since.
Asahi Life Asset Management's Duke Energy position peaked at $583K in Q1 2020.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Asahi Life Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.