Belpointe Asset Management’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 | $1.43M | Buy |
10,910
+1,516
| +16% | +$190K | 0.05% | 333 |
|
|
2025
Q4 | $1.1M | Buy |
9,394
+578
| +7% | +$70.6K | 0.04% | 395 |
|
|
2025
Q3 | $1.09M | Sell |
8,816
-476
| -5% | -$57.8K | 0.04% | 378 |
|
|
2025
Q2 | $1.1M | Sell |
9,292
-1,116
| -11% | -$132K | 0.05% | 331 |
|
|
2025
Q1 | $1.27M | Sell |
10,408
-82
| -0.8% | -$9.35K | 0.07% | 279 |
|
|
2024
Q4 | $1.2M | Sell |
10,490
-24
| -0.2% | -$2.72K | 0.07% | 271 |
|
|
2024
Q3 | $1.21M | Buy |
10,514
+3,525
| +50% | +$392K | 0.07% | 269 |
|
|
2024
Q2 | $701K | Sell |
6,989
-314
| -4% | -$31.4K | 0.05% | 368 |
|
|
2024
Q1 | $706K | Sell |
7,303
-2,234
| -23% | -$212K | 0.05% | 358 |
|
|
2023
Q4 | $925K | Buy |
9,537
+1,150
| +14% | +$105K | 0.08% | 228 |
|
|
2023
Q3 | $740K | Buy |
8,387
+432
| +5% | +$39.6K | 0.08% | 253 |
|
|
2023
Q2 | $714K | Sell |
7,955
-11,450
| -59% | -$1.08M | 0.08% | 246 |
|
|
2023
Q1 | $1.87M | Buy |
19,405
+112
| +0.6% | +$11.1K | 0.1% | 209 |
|
|
2022
Q4 | $1.99M | Buy |
19,293
+12
| +0.1% | +$1.15K | 0.12% | 172 |
|
|
2022
Q3 | $1.79M | Buy |
19,281
+3,809
| +25% | +$409K | 0.12% | 181 |
|
|
2022
Q2 | $1.66M | Sell |
15,472
-2,275
| -13% | -$250K | 0.11% | 196 |
|
|
2022
Q1 | $1.98M | Buy |
17,747
+453
| +3% | +$47K | 0.12% | 176 |
|
|
2021
Q4 | $1.81M | Buy |
17,294
+3,106
| +22% | +$315K | 0.11% | 183 |
|
|
2021
Q3 | $1.38M | Buy |
14,188
+1,416
| +11% | +$147K | 0.09% | 233 |
|
|
2021
Q2 | $1.26M | Buy |
12,772
+1,118
| +10% | +$112K | 0.09% | 241 |
|
|
2021
Q1 | $1.13M | Sell |
11,654
-742
| -6% | -$67.7K | 0.1% | 232 |
|
|
2020
Q4 | $1.14M | Sell |
12,396
-658
| -5% | -$60.9K | 0.1% | 227 |
|
|
2020
Q3 | $1.16M | Buy |
13,054
+907
| +7% | +$74.8K | 0.13% | 177 |
|
|
2020
Q2 | $970K | Sell |
12,147
-4,265
| -26% | -$360K | 0.13% | 177 |
|
|
2020
Q1 | $1.33M | Buy |
16,412
+1,433
| +10% | +$132K | 0.23% | 103 |
|
|
2019
Q4 | $1.36M | Buy |
14,979
+8,594
| +135% | +$788K | 0.17% | 132 |
|
|
2019
Q3 | $612K | Buy |
6,385
+847
| +15% | +$77.1K | 0.1% | 228 |
|
|
2019
Q2 | $489K | Sell |
5,538
-5,250
| -49% | -$464K | 0.1% | 235 |
|
|
2019
Q1 | $971K | Buy |
10,788
+7,163
| +198% | +$632K | 0.19% | 89 |
|
|
2018
Q4 | $313K | Sell |
3,625
-5,619
| -61% | -$478K | 0.08% | 270 |
|
|
2018
Q3 | $740K | Buy |
9,244
+6,682
| +261% | +$540K | 0.12% | 176 |
|
|
2018
Q2 | $203K | Sell |
2,562
-650
| -20% | -$50K | 0.06% | 321 |
|
|
2018
Q1 | $249K | Sell |
3,212
-727
| -18% | -$56.2K | 0.07% | 278 |
|
|
2017
Q4 | $331K | Buy |
3,939
+561
| +17% | +$49K | 0.07% | 317 |
|
|
2017
Q3 | $283K | Buy |
+3,378
| New | +$289K | 0.07% | 326 |
|
Other funds holding DUK
VCM
VPM
Belpointe Asset Management's DUK Position: Q1 2026 in Review
Belpointe Asset Management increased its Duke Energy (DUK) stake by 16% in Q1 2026, buying an estimated $190K and bringing the position to 10,910 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #333.
Belpointe Asset Management first reported a position in DUK in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.99M in Q4 2022. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Belpointe Asset Management held 10,910 shares of Duke Energy worth $1.43M as of Q1 2026.
- Belpointe Asset Management bought 1,516 Duke Energy shares in Q1 2026, an estimated $190K.
- Duke Energy made up 0.05% of Belpointe Asset Management's portfolio in Q1 2026, its #333 holding.
- Belpointe Asset Management first reported a position in Duke Energy in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's Duke Energy position peaked at $1.99M in Q4 2022.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.