DUK β€” DUKE ENERGY CORP NEW

Ownership history in BROOKFIELD Corp /ON/  Β·  17 quarters on record

AI Ownership Summary

BROOKFIELD Corp /ON/ reported DUKE ENERGY CORP NEW (DUK) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.65% in 2024 Q3. The latest visible filing shows DUK at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROOKFIELD Corp /ON/'s position in DUKE ENERGY CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DUK was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROOKFIELD Corp /ON/ held DUK β€” position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 422,247 -80,710 -16.0% 0.06% $52.3M 2025-11-14 $121.67
2025 Q2 REDUCED 502,957 -225,071 -30.9% 0.07% $59.3M 2025-08-15 $120.37
2025 Q1 REDUCED 728,028 -57,873 -7.4% 0.51% $88.8M 2025-05-15 $111.97
2024 Q4 REDUCED 785,901 -216,910 -21.6% 0.52% $84.7M 2025-02-14 $107.78
2024 Q3 ADDED 1,002,811 +531,073 +112.6% 0.65% $115.6M 2024-11-15 $107.34
2024 Q2 ADDED 471,738 +96,617 +25.8% 0.30% $47.3M 2024-08-15 $106.23
2024 Q1 REDUCED 375,121 -56,879 -13.2% 0.21% $36.3M 2024-05-15 $96.10
2023 Q3 ADDED 432,000 +419,619 +3389.2% 0.24% $38.1M 2023-11-14 $81.66
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BROOKFIELD Corp /ON/ and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROOKFIELD Corp /ON/ reported owning DUK?

BROOKFIELD Corp /ON/ reported DUK across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported DUK position in BROOKFIELD Corp /ON/'s portfolio?

The largest reported portfolio weight for DUK was 0.65% in 2024 Q3.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2025 Q3, when BROOKFIELD Corp /ON/ reported 422,247 shares, equal to 0.06% of portfolio, with an estimated market value of $52.3M.

What does the chart on this DUK ownership page compare?

The chart compares BROOKFIELD Corp /ON/'s quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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