1ST Source Bank’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Sell |
11,042
-190
| -2% | -$22.4K | 0.07% | 118 |
|
2025
Q1 | $1.37M | Buy |
11,232
+24
| +0.2% | +$2.93K | 0.08% | 113 |
|
2024
Q4 | $1.21M | Buy |
11,208
+165
| +1% | +$17.8K | 0.07% | 118 |
|
2024
Q3 | $1.27M | Sell |
11,043
-138
| -1% | -$15.9K | 0.07% | 119 |
|
2024
Q2 | $1.12M | Buy |
11,181
+561
| +5% | +$56.2K | 0.07% | 122 |
|
2024
Q1 | $1.03M | Sell |
10,620
-72
| -0.7% | -$6.96K | 0.06% | 135 |
|
2023
Q4 | $1.04M | Buy |
10,692
+173
| +2% | +$16.8K | 0.06% | 128 |
|
2023
Q3 | $928K | Sell |
10,519
-42
| -0.4% | -$3.71K | 0.06% | 128 |
|
2023
Q2 | $948K | Buy |
10,561
+12
| +0.1% | +$1.08K | 0.06% | 132 |
|
2023
Q1 | $1.02M | Buy |
10,549
+148
| +1% | +$14.3K | 0.07% | 127 |
|
2022
Q4 | $1.07M | Buy |
10,401
+264
| +3% | +$27.2K | 0.07% | 126 |
|
2022
Q3 | $943K | Buy |
10,137
+157
| +2% | +$14.6K | 0.07% | 131 |
|
2022
Q2 | $1.07M | Sell |
9,980
-730
| -7% | -$78.3K | 0.08% | 128 |
|
2022
Q1 | $1.2M | Buy |
10,710
+69
| +0.6% | +$7.71K | 0.07% | 127 |
|
2021
Q4 | $1.12M | Buy |
10,641
+109
| +1% | +$11.4K | 0.07% | 129 |
|
2021
Q3 | $1.03M | Sell |
10,532
-6
| -0.1% | -$586 | 0.06% | 129 |
|
2021
Q2 | $1.04M | Sell |
10,538
-339
| -3% | -$33.5K | 0.07% | 132 |
|
2021
Q1 | $1.05M | Sell |
10,877
-673
| -6% | -$65K | 0.07% | 123 |
|
2020
Q4 | $1.06M | Buy |
11,550
+161
| +1% | +$14.7K | 0.08% | 125 |
|
2020
Q3 | $1.01M | Sell |
11,389
-318
| -3% | -$28.2K | 0.09% | 117 |
|
2020
Q2 | $936K | Buy |
11,707
+198
| +2% | +$15.8K | 0.08% | 118 |
|
2020
Q1 | $931K | Sell |
11,509
-3
| -0% | -$243 | 0.09% | 109 |
|
2019
Q4 | $1.05M | Buy |
11,512
+804
| +8% | +$73.3K | 0.08% | 117 |
|
2019
Q3 | $1.03M | Buy |
10,708
+114
| +1% | +$10.9K | 0.08% | 114 |
|
2019
Q2 | $935K | Buy |
10,594
+103
| +1% | +$9.09K | 0.08% | 118 |
|
2019
Q1 | $944K | Buy |
10,491
+1,008
| +11% | +$90.7K | 0.08% | 112 |
|
2018
Q4 | $818K | Buy |
9,483
+149
| +2% | +$12.9K | 0.08% | 111 |
|
2018
Q3 | $747K | Sell |
9,334
-9
| -0.1% | -$720 | 0.06% | 130 |
|
2018
Q2 | $739K | Buy |
9,343
+46
| +0.5% | +$3.64K | 0.06% | 126 |
|
2018
Q1 | $720K | Buy |
9,297
+484
| +5% | +$37.5K | 0.06% | 134 |
|
2017
Q4 | $741K | Sell |
8,813
-24
| -0.3% | -$2.02K | 0.06% | 133 |
|
2017
Q3 | $741K | Sell |
8,837
-314
| -3% | -$26.3K | 0.06% | 133 |
|
2017
Q2 | $765K | Sell |
9,151
-268
| -3% | -$22.4K | 0.07% | 132 |
|
2017
Q1 | $773K | Buy |
9,419
+224
| +2% | +$18.4K | 0.07% | 129 |
|
2016
Q4 | $714K | Sell |
9,195
-32
| -0.3% | -$2.49K | 0.07% | 132 |
|
2016
Q3 | $738K | Sell |
9,227
-484
| -5% | -$38.7K | 0.08% | 124 |
|
2016
Q2 | $833K | Buy |
9,711
+530
| +6% | +$45.5K | 0.09% | 119 |
|
2016
Q1 | $741K | Buy |
9,181
+1,797
| +24% | +$145K | 0.08% | 124 |
|
2015
Q4 | $528K | Sell |
7,384
-505
| -6% | -$36.1K | 0.06% | 147 |
|
2015
Q3 | $568K | Buy |
7,889
+1,038
| +15% | +$74.7K | 0.07% | 168 |
|
2015
Q2 | $484K | Sell |
6,851
-352
| -5% | -$24.9K | 0.05% | 164 |
|
2015
Q1 | $553K | Buy |
7,203
+105
| +1% | +$8.06K | 0.07% | 142 |
|
2014
Q4 | $593K | Buy |
7,098
+468
| +7% | +$39.1K | 0.07% | 137 |
|
2014
Q3 | $495K | Sell |
6,630
-98
| -1% | -$7.32K | 0.07% | 140 |
|
2014
Q2 | $499K | Sell |
6,728
-680
| -9% | -$50.4K | 0.06% | 147 |
|
2014
Q1 | $528K | Buy |
7,408
+848
| +13% | +$60.4K | 0.07% | 141 |
|
2013
Q4 | $453K | Sell |
6,560
-1,505
| -19% | -$104K | 0.06% | 147 |
|
2013
Q3 | $538K | Sell |
8,065
-62
| -0.8% | -$4.14K | 0.08% | 144 |
|
2013
Q2 | $548K | Buy |
+8,127
| New | +$548K | 0.09% | 123 |
|