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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $341K | Sell | 
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| 
        
          
      
        2025
         Q1  | $349K | Sell | 
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| 
        
          
      
        2024
         Q4  | $319K | Buy | 
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| 
        
          
      
        2024
         Q3  | $239K | Hold | 
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| 
        
          
      
        2024
         Q2  | $239K | Buy | 
         | 
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| 
        
          
      
        2021
         Q2  | – | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $336K | Sell | 
         | 
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| 
        
          
      
        2020
         Q4  | $335K | Buy | 
         | 
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| 
        
          
      
        2020
         Q2  | – | Sell | 
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| 
        
          
      
        2020
         Q1  | $312K | Buy | 
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    |||||
| 
        
          
      
        2019
         Q3  | – | Sell | 
         | 
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| 
        
          
      
        2019
         Q2  | $211K | Buy | 
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    |||||
| 
        
          
      
        2018
         Q3  | – | Sell | 
         | 
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| 
        
          
      
        2018
         Q2  | $272K | Hold | 
         | 
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| 
        
          
      
        2018
         Q1  | $267K | Sell | 
         | 
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| 
        
          
      
        2017
         Q4  | $299K | Buy | 
         | 
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| 
        
          
      
        2017
         Q3  | $281K | Hold | 
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| 
        
          
      
        2017
         Q2  | $280K | Sell | 
         | 
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| 
        
          
      
        2017
         Q1  | $291K | Buy | 
         | 
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| 
        
          
      
        2016
         Q4  | $260K | Hold | 
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| 
        
          
      
        2016
         Q3  | $268K | Hold | 
         | 
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| 
        
          
      
        2016
         Q2  | $287K | Sell | 
         | 
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| 
        
          
      
        2016
         Q1  | $314K | Sell | 
         | 
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| 
        
          
      
        2015
         Q4  | $339K | Hold | 
         | 
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| 
        
          
      
        2015
         Q3  | $341K | Hold | 
         | 
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| 
        
          
      
        2015
         Q2  | $335K | Hold | 
         | 
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| 
        
          
      
        2015
         Q1  | $364K | Sell | 
         | 
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| 
        
          
      
        2014
         Q4  | $456K | Sell | 
         | 
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| 
        
          
      
        2014
         Q3  | $1.74M | Sell | 
         | 
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| 
        
          
      
        2014
         Q2  | $1.78M | Hold | 
         | 
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| 
        
          
      
        2014
         Q1  | $1.71M | Sell | 
         | 
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| 
        
          
      
        2013
         Q4  | $1.66M | Buy | 
         | 
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| 
        
          
      
        2013
         Q3  | $1.51M | Sell | 
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| 
        
          
      
        2013
         Q2  | $1.53M | Buy | 
         |