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Berkshire Bank’s Duke Energy DUK Stock Holding History

Berkshire Bank’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
2024
Q1 		– Sell
-2,516
Closed -$244K – 147
2023
Q4 		$244K Buy
+2,516
New +$229K 0.06% 130
2022
Q4 		– Sell
-2,903
Closed -$270K – 134
2022
Q3 		$270K Hold
2,903
– – 0.08% 116
2022
Q2 		$311K Hold
2,903
– – 0.09% 110
2022
Q1 		$324K Hold
2,903
– – 0.08% 118
2021
Q4 		$305K Buy
2,903
+126
+5% +$12.8K 0.07% 117
2021
Q3 		$271K Sell
2,777
-16
-0.6% -$1.66K 0.07% 117
2021
Q2 		$275K Buy
2,793
+40
+1% +$4.02K 0.07% 117
2021
Q1 		$266K Sell
2,753
-50
-2% -$4.56K 0.07% 115
2020
Q4 		$257K Sell
2,803
-464
-14% -$42.9K 0.06% 115
2020
Q3 		$289K Buy
+3,267
New +$269K 0.08% 116

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berkshire Bank's DUK Position: Q1 2024 in Review

Berkshire Bank sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 2,516 shares — an estimated $244K sold.

Berkshire Bank first reported a position in DUK in Q3 2020 and held it in 10 quarters. The position peaked at $324K in Q1 2022. 1,912 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

  • Berkshire Bank reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
  • Berkshire Bank sold 2,516 Duke Energy shares in Q1 2024, an estimated $244K.
  • Berkshire Bank first reported a position in Duke Energy in Q3 2020 and held it in 10 quarters.
  • Berkshire Bank's Duke Energy position peaked at $324K in Q1 2022.
  • 1,912 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Berkshire Bank's 13F filing for Q1 2024, filed 24 Apr 2024.