Biltmore Family Office’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 | $1.89M | Sell |
14,429
-43
| -0.3% | -$5.38K | 0.26% | 68 |
|
|
2025
Q4 | $1.7M | Buy |
14,472
+2,974
| +26% | +$363K | 0.23% | 71 |
|
|
2025
Q3 | $1.42M | Buy |
11,498
+36
| +0.3% | +$4.37K | 0.2% | 77 |
|
|
2025
Q2 | $1.35M | Hold |
11,462
| – | – | 0.23% | 74 |
|
|
2025
Q1 | $1.4M | Sell |
11,462
-48
| -0.4% | -$5.47K | 0.24% | 71 |
|
|
2024
Q4 | $1.24M | Sell |
11,510
-64
| -0.6% | -$7.25K | 0.21% | 76 |
|
|
2024
Q3 | $1.33M | Buy |
11,574
+20
| +0.2% | +$2.23K | 0.23% | 75 |
|
|
2024
Q2 | $1.16M | Hold |
11,554
| – | – | 0.21% | 73 |
|
|
2024
Q1 | $1.12M | Sell |
11,554
-103
| -0.9% | -$9.77K | 0.22% | 75 |
|
|
2023
Q4 | $1.13M | Hold |
11,657
| – | – | 0.23% | 69 |
|
|
2023
Q3 | $1.03M | Sell |
11,657
-218
| -2% | -$20K | 0.23% | 69 |
|
|
2023
Q2 | $1.07M | Hold |
11,875
| – | – | 0.23% | 67 |
|
|
2023
Q1 | $1.15M | Buy |
11,875
+1,094
| +10% | +$108K | 0.24% | 63 |
|
|
2022
Q4 | $1.11M | Sell |
10,781
-8
| -0.1% | -$768 | 0.23% | 63 |
|
|
2022
Q3 | $1M | Buy |
10,789
+14
| +0.1% | +$1.5K | 0.23% | 61 |
|
|
2022
Q2 | $1.16M | Buy |
10,775
+1
| +0% | +$110 | 0.29% | 58 |
|
|
2022
Q1 | $1.2M | Sell |
10,774
-708
| -6% | -$73.5K | 0.26% | 64 |
|
|
2021
Q4 | $1.2M | Buy |
11,482
+2,921
| +34% | +$296K | 0.23% | 71 |
|
|
2021
Q3 | $835K | Buy |
8,561
+3
| +0% | +$311 | 0.2% | 78 |
|
|
2021
Q2 | $845K | Sell |
8,558
-236
| -3% | -$23.7K | 0.24% | 71 |
|
|
2021
Q1 | $849K | Buy |
8,794
+3
| +0% | +$274 | 0.26% | 58 |
|
|
2020
Q4 | $805K | Sell |
8,791
-2,056
| -19% | -$190K | 0.24% | 62 |
|
|
2020
Q3 | $961K | Buy |
10,847
+3
| +0% | +$247 | 0.54% | 43 |
|
|
2020
Q2 | $866K | Sell |
10,844
-228
| -2% | -$19.3K | 0.52% | 56 |
|
|
2020
Q1 | $896K | Sell |
11,072
-38,834
| -78% | -$3.57M | 0.59% | 46 |
|
|
2019
Q4 | $4.55M | Buy |
49,906
+2,242
| +5% | +$206K | 1.83% | 13 |
|
|
2019
Q3 | $4.57M | Buy |
47,664
+18,856
| +65% | +$1.72M | 1.97% | 10 |
|
|
2019
Q2 | $2.54M | Hold |
28,808
| – | – | 1.38% | 25 |
|
|
2019
Q1 | $2.59M | Hold |
28,808
| – | – | 1.32% | 26 |
|
|
2018
Q4 | $2.49M | Buy |
28,808
+482
| +2% | +$41K | 1.4% | 22 |
|
|
2018
Q3 | $2.27M | Hold |
28,326
| – | – | 1.08% | 31 |
|
|
2018
Q2 | $2.24M | Hold |
28,326
| – | – | 1.11% | 28 |
|
|
2018
Q1 | $2.19M | Sell |
28,326
-1,012
| -3% | -$78.2K | 0.97% | 33 |
|
|
2017
Q4 | $2.47M | Buy |
+29,338
| New | +$2.56M | 1.12% | 32 |
|
Other funds holding DUK
VCM
VPM
Biltmore Family Office's DUK Position: Q1 2026 in Review
Biltmore Family Office reduced its Duke Energy (DUK) stake by 0.3% in Q1 2026, selling an estimated $5.38K and leaving 14,429 shares worth $1.89M. The position accounts for 0.26% of the portfolio, ranked #68.
Biltmore Family Office first reported a position in DUK in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.57M in Q3 2019. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.
- Biltmore Family Office held 14,429 shares of Duke Energy worth $1.89M as of Q1 2026.
- Biltmore Family Office sold 43 Duke Energy shares in Q1 2026, an estimated $5.38K.
- Duke Energy made up 0.26% of Biltmore Family Office's portfolio in Q1 2026, its #68 holding.
- Biltmore Family Office first reported a position in Duke Energy in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's Duke Energy position peaked at $4.57M in Q3 2019.
- 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.