B. Metzler seel. Sohn & Co’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 | $1.87M | Hold |
15,833
| – | – | 0.02% | 399 |
|
|
2025
Q1 | $1.93M | Hold |
15,833
| – | – | 0.02% | 363 |
|
|
2024
Q4 | $1.71M | Hold |
15,833
| – | – | 0.02% | 407 |
|
|
2024
Q3 | $1.83M | Hold |
15,833
| – | – | 0.02% | 412 |
|
|
2024
Q2 | $1.59M | Hold |
15,833
| – | – | 0.02% | 420 |
|
|
2024
Q1 | $1.53M | Buy |
15,833
+1,074
| +7% | +$104K | 0.02% | 428 |
|
|
2023
Q4 | $1.43M | Buy |
14,759
+926
| +7% | +$89.9K | 0.02% | 432 |
|
|
2023
Q3 | $1.22M | Sell |
13,833
-11,580
| -46% | -$1.02M | 0.02% | 424 |
|
|
2023
Q2 | $2.28M | Hold |
25,413
| – | – | 0.03% | 342 |
|
|
2023
Q1 | $2.45M | Sell |
25,413
-21,064
| -45% | -$2.03M | 0.04% | 255 |
|
|
2022
Q4 | $4.79M | Sell |
46,477
-754
| -2% | -$77.7K | 0.08% | 160 |
|
|
2022
Q3 | $4.39M | Buy |
47,231
+1,880
| +4% | +$175K | 0.08% | 166 |
|
|
2022
Q2 | $4.86M | Sell |
45,351
-103
| -0.2% | -$11K | 0.08% | 169 |
|
|
2022
Q1 | $5.08M | Buy |
45,454
+236
| +0.5% | +$26.4K | 0.07% | 184 |
|
|
2021
Q4 | $4.74M | Sell |
45,218
-18,416
| -29% | -$1.93M | 0.06% | 196 |
|
|
2021
Q3 | $6.21M | Sell |
63,634
-789
| -1% | -$77K | 0.09% | 140 |
|
|
2021
Q2 | $6.36M | Buy |
64,423
+933
| +1% | +$92.1K | 0.09% | 131 |
|
|
2021
Q1 | $6.13M | Hold |
63,490
| – | – | 0.1% | 131 |
|
|
2020
Q4 | $6.18M | Buy |
+63,490
| New | +$6.18M | 0.12% | 119 |
|