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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
4,435
+60
+1% +$7.08K 0.31% 67
2025
Q1
$534K Buy
+4,375
New +$534K 0.35% 55
2023
Q4
Sell
-4,500
Closed -$397K 177
2023
Q3
$397K Buy
4,500
+2,770
+160% +$244K 0.14% 78
2023
Q2
$155K Sell
1,730
-2,950
-63% -$265K 0.05% 176
2023
Q1
$451K Buy
+4,680
New +$451K 0.14% 83
2022
Q3
Sell
-4,590
Closed -$492K 262
2022
Q2
$492K Sell
4,590
-500
-10% -$53.6K 0.13% 66
2022
Q1
$568K Buy
5,090
+3,110
+157% +$347K 0.08% 73
2021
Q4
$208K Sell
1,980
-2,020
-51% -$212K 0.03% 177
2021
Q3
$390K Sell
4,000
-1,530
-28% -$149K 0.05% 114
2021
Q2
$546K Sell
5,530
-360
-6% -$35.5K 0.07% 73
2021
Q1
$569K Sell
5,890
-60
-1% -$5.8K 0.08% 73
2020
Q4
$545K Sell
5,950
-270
-4% -$24.7K 0.07% 94
2020
Q3
$551K Buy
6,220
+500
+9% +$44.3K 0.08% 67
2020
Q2
$457K Sell
5,720
-1,490
-21% -$119K 0.08% 75
2020
Q1
$583K Buy
+7,210
New +$583K 0.1% 66