Berkshire 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 | $298K | Sell |
2,272
-414
| -15% | -$51.8K | 0.01% | 215 |
|
|
2025
Q4 | $315K | Sell |
2,686
-344
| -11% | -$42K | 0.01% | 214 |
|
|
2025
Q3 | $375K | Buy |
3,030
+138
| +5% | +$16.7K | 0.02% | 216 |
|
|
2025
Q2 | $341K | Sell |
2,892
-5
| -0.2% | -$590 | 0.02% | 219 |
|
|
2025
Q1 | $349K | Sell |
2,897
-8
| -0.3% | -$912 | 0.02% | 222 |
|
|
2024
Q4 | $319K | Buy |
2,905
+518
| +22% | +$58.7K | 0.02% | 237 |
|
|
2024
Q3 | $239K | Hold |
2,387
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $239K | Buy |
+2,387
| New | +$239K | 0.01% | 257 |
|
|
2021
Q2 | – | Sell |
-3,478
| Closed | -$336K | – | 238 |
|
|
2021
Q1 | $336K | Sell |
3,478
-176
| -5% | -$16.1K | 0.02% | 179 |
|
|
2020
Q4 | $335K | Buy |
+3,654
| New | +$338K | 0.03% | 177 |
|
|
2020
Q2 | – | Sell |
-3,863
| Closed | -$312K | – | 180 |
|
|
2020
Q1 | $312K | Buy |
+3,863
| New | +$355K | 0.03% | 158 |
|
|
2019
Q3 | – | Sell |
-2,386
| Closed | -$211K | – | 214 |
|
|
2019
Q2 | $211K | Buy |
+2,386
| New | +$211K | 0.02% | 198 |
|
|
2018
Q3 | – | Sell |
-3,443
| Closed | -$272K | – | 227 |
|
|
2018
Q2 | $272K | Hold |
3,443
| – | – | 0.03% | 178 |
|
|
2018
Q1 | $267K | Sell |
3,443
-107
| -3% | -$8.27K | 0.03% | 178 |
|
|
2017
Q4 | $299K | Buy |
3,550
+206
| +6% | +$18K | 0.03% | 170 |
|
|
2017
Q3 | $281K | Hold |
3,344
| – | – | 0.03% | 163 |
|
|
2017
Q2 | $280K | Sell |
3,344
-207
| -6% | -$17.4K | 0.03% | 165 |
|
|
2017
Q1 | $291K | Buy |
3,551
+207
| +6% | +$16.5K | 0.03% | 161 |
|
|
2016
Q4 | $260K | Hold |
3,344
| – | – | 0.03% | 157 |
|
|
2016
Q3 | $268K | Hold |
3,344
| – | – | 0.04% | 152 |
|
|
2016
Q2 | $287K | Sell |
3,344
-543
| -14% | -$43.4K | 0.04% | 144 |
|
|
2016
Q1 | $314K | Sell |
3,887
-859
| -18% | -$65K | 0.05% | 132 |
|
|
2015
Q4 | $339K | Hold |
4,746
| – | – | 0.06% | 121 |
|
|
2015
Q3 | $341K | Hold |
4,746
| – | – | 0.06% | 117 |
|
|
2015
Q2 | $335K | Hold |
4,746
| – | – | 0.06% | 125 |
|
|
2015
Q1 | $364K | Sell |
4,746
-716
| -13% | -$58.1K | 0.06% | 123 |
|
|
2014
Q4 | $456K | Sell |
5,462
-17,863
| -77% | -$1.44M | 0.08% | 106 |
|
|
2014
Q3 | $1.74M | Sell |
23,325
-620
| -3% | -$45.2K | 0.32% | 66 |
|
|
2014
Q2 | $1.78M | Hold |
23,945
| – | – | 0.33% | 65 |
|
|
2014
Q1 | $1.71M | Sell |
23,945
-55
| -0.2% | -$3.83K | 0.33% | 65 |
|
|
2013
Q4 | $1.66M | Buy |
24,000
+1,391
| +6% | +$97.4K | 0.31% | 67 |
|
|
2013
Q3 | $1.51M | Sell |
22,609
-133
| -0.6% | -$9.07K | 0.36% | 67 |
|
|
2013
Q2 | $1.53M | Buy |
+22,742
| New | +$1.61M | 0.43% | 61 |
|
Other funds holding DUK
VCM
VPM
Berkshire Asset Management's DUK Position: Q1 2026 in Review
Berkshire Asset Management reduced its Duke Energy (DUK) stake by 15% in Q1 2026, selling an estimated $51.8K and leaving 2,272 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #215.
Berkshire Asset Management first reported a position in DUK in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.78M in Q2 2014. 2,466 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Berkshire Asset Management held 2,272 shares of Duke Energy worth $298K as of Q1 2026.
- Berkshire Asset Management sold 414 Duke Energy shares in Q1 2026, an estimated $51.8K.
- Duke Energy made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #215 holding.
- Berkshire Asset Management first reported a position in Duke Energy in Q2 2013 and has held it in 33 quarters since.
- Berkshire Asset Management's Duke Energy position peaked at $1.78M in Q2 2014.
- 2,466 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.