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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Asahi Life Asset Management's DUK Position: Q1 2026 in Review

Asahi Life Asset Management opened a new position in Duke Energy (DUK) in Q1 2026: 3,807 shares worth $498K. The stake represents 0.32% of the portfolio and ranks #56 among its holdings. This is a return to the name: Asahi Life Asset Management previously reported a position in DUK as recently as Q2 2025.

Asahi Life Asset Management first reported a position in DUK in Q1 2020 and has held it in 16 quarters since. The position peaked at $583K in Q1 2020. 2,465 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

Asahi Life Asset Management held 3,807 shares of Duke Energy worth $498K as of Q1 2026.
Duke Energy was a new Asahi Life Asset Management position in Q1 2026.
Duke Energy made up 0.32% of Asahi Life Asset Management's portfolio in Q1 2026, its #56 holding.
Asahi Life Asset Management first reported a position in Duke Energy in Q1 2020 and has held it in 16 quarters since.
Asahi Life Asset Management's Duke Energy position peaked at $583K in Q1 2020.
2,465 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Asahi Life Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.