Aberdeen Group’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
$48.9M Buy
414,551
+33,435
+9% +$3.95M 0.08% 211
2025
Q1
$46.2M Buy
381,116
+17,977
+5% +$2.18M 0.09% 202
2024
Q4
$38.9M Buy
363,139
+105,647
+41% +$11.3M 0.07% 245
2024
Q3
$29.7M Buy
257,492
+48,514
+23% +$5.6M 0.05% 299
2024
Q2
$20.9M Sell
208,978
-109,606
-34% -$11M 0.04% 372
2024
Q1
$30.8M Buy
318,584
+1,123
+0.4% +$109K 0.06% 297
2023
Q4
$30.8M Buy
317,461
+133,527
+73% +$13M 0.07% 288
2023
Q3
$16.2M Sell
183,934
-6,781
-4% -$598K 0.04% 357
2023
Q2
$17.1M Sell
190,715
-2,672
-1% -$240K 0.04% 376
2023
Q1
$18.7M Sell
193,387
-75
-0% -$7.24K 0.05% 360
2022
Q4
$19.9M Buy
193,462
+8,859
+5% +$912K 0.05% 335
2022
Q3
$17.2M Buy
184,603
+998
+0.5% +$92.8K 0.05% 338
2022
Q2
$19.6M Sell
183,605
-6,851
-4% -$732K 0.06% 292
2022
Q1
$21.3M Sell
190,456
-112,834
-37% -$12.6M 0.05% 298
2021
Q4
$31.8M Sell
303,290
-15,170
-5% -$1.59M 0.07% 263
2021
Q3
$31.2M Sell
318,460
-21,116
-6% -$2.07M 0.07% 264
2021
Q2
$33.5M Sell
339,576
-7,468
-2% -$737K 0.07% 250
2021
Q1
$33.5M Buy
347,044
+34,750
+11% +$3.35M 0.08% 249
2020
Q4
$28.6M Buy
312,294
+8,580
+3% +$786K 0.07% 249
2020
Q3
$26.9M Sell
303,714
-33,049
-10% -$2.93M 0.07% 223
2020
Q2
$26.9M Sell
336,763
-18,636
-5% -$1.49M 0.07% 238
2020
Q1
$28.8M Sell
355,399
-10,008
-3% -$810K 0.09% 185
2019
Q4
$33.3M Sell
365,407
-33,132
-8% -$3.02M 0.08% 218
2019
Q3
$38.2M Sell
398,539
-29,227
-7% -$2.8M 0.1% 179
2019
Q2
$37.7M Sell
427,766
-31,158
-7% -$2.75M 0.08% 222
2019
Q1
$41.3M Buy
458,924
+57,063
+14% +$5.14M 0.09% 203
2018
Q4
$34.5M Sell
401,861
-5,167
-1% -$444K 0.08% 223
2018
Q3
$32.6M Buy
407,028
+19,927
+5% +$1.59M 0.06% 297
2018
Q2
$30.6M Buy
387,101
+44,920
+13% +$3.55M 0.06% 299
2018
Q1
$26.5M Buy
342,181
+30,023
+10% +$2.33M 0.05% 308
2017
Q4
$26.3M Buy
312,158
+5,217
+2% +$439K 0.05% 306
2017
Q3
$25.8M Buy
+306,941
New +$25.8M 0.05% 305