Baird Financial 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 | $70.3M | Sell |
596,080
-41,654
| -7% | -$4.92M | 0.12% | 138 |
|
|
2025
Q1 | $77.8M | Buy |
637,734
+115,300
| +22% | +$14.1M | 0.15% | 118 |
|
|
2024
Q4 | $56.3M | Sell |
522,434
-11,718
| -2% | -$1.26M | 0.11% | 171 |
|
|
2024
Q3 | $61.6M | Sell |
534,152
-1,904
| -0.4% | -$220K | 0.12% | 170 |
|
|
2024
Q2 | $53.7M | Sell |
536,056
-30,944
| -5% | -$3.1M | 0.11% | 184 |
|
|
2024
Q1 | $54.8M | Sell |
567,000
-2,441
| -0.4% | -$236K | 0.12% | 193 |
|
|
2023
Q4 | $55.3M | Buy |
569,441
+1,119
| +0.2% | +$109K | 0.13% | 188 |
|
|
2023
Q3 | $50.2M | Sell |
568,322
-9,115
| -2% | -$804K | 0.14% | 171 |
|
|
2023
Q2 | $51.8M | Buy |
577,437
+3,380
| +0.6% | +$303K | 0.14% | 170 |
|
|
2023
Q1 | $55.4M | Buy |
574,057
+9,436
| +2% | +$910K | 0.14% | 170 |
|
|
2022
Q4 | $58.2M | Buy |
564,621
+16,151
| +3% | +$1.66M | 0.15% | 158 |
|
|
2022
Q3 | $51M | Sell |
548,470
-13,689
| -2% | -$1.27M | 0.15% | 165 |
|
|
2022
Q2 | $60.3M | Buy |
562,159
+4,411
| +0.8% | +$473K | 0.17% | 142 |
|
|
2022
Q1 | $62.3M | Buy |
557,748
+10,544
| +2% | +$1.18M | 0.15% | 154 |
|
|
2021
Q4 | $57.4M | Buy |
547,204
+5,208
| +1% | +$546K | 0.13% | 180 |
|
|
2021
Q3 | $52.9M | Buy |
541,996
+18,780
| +4% | +$1.83M | 0.14% | 185 |
|
|
2021
Q2 | $51.7M | Sell |
523,216
-5,464
| -1% | -$539K | 0.13% | 181 |
|
|
2021
Q1 | $51M | Buy |
528,680
+25,078
| +5% | +$2.42M | 0.14% | 175 |
|
|
2020
Q4 | $46.1M | Buy |
503,602
+9,307
| +2% | +$852K | 0.14% | 176 |
|
|
2020
Q3 | $43.8M | Buy |
494,295
+17,568
| +4% | +$1.56M | 0.15% | 168 |
|
|
2020
Q2 | $38.1M | Buy |
476,727
+52,439
| +12% | +$4.19M | 0.14% | 179 |
|
|
2020
Q1 | $34.3M | Sell |
424,288
-6,633
| -2% | -$536K | 0.16% | 165 |
|
|
2019
Q4 | $39.3M | Buy |
430,921
+13,137
| +3% | +$1.2M | 0.14% | 178 |
|
|
2019
Q3 | $40M | Buy |
417,784
+21,985
| +6% | +$2.11M | 0.16% | 163 |
|
|
2019
Q2 | $34.9M | Buy |
395,799
+68,104
| +21% | +$6.01M | 0.14% | 183 |
|
|
2019
Q1 | $29.5M | Buy |
327,695
+4,031
| +1% | +$363K | 0.17% | 161 |
|
|
2018
Q4 | $27.9M | Buy |
323,664
+124,559
| +63% | +$10.7M | 0.19% | 144 |
|
|
2018
Q3 | $15.8M | Buy |
199,105
+8,498
| +4% | +$676K | 0.1% | 240 |
|
|
2018
Q2 | $15.1M | Sell |
190,607
-2,329
| -1% | -$184K | 0.1% | 231 |
|
|
2018
Q1 | $14.9M | Buy |
192,936
+4,086
| +2% | +$317K | 0.11% | 224 |
|
|
2017
Q4 | $15.9M | Buy |
188,850
+4,824
| +3% | +$406K | 0.11% | 202 |
|
|
2017
Q3 | $15.4M | Buy |
184,026
+4,635
| +3% | +$389K | 0.12% | 201 |
|
|
2017
Q2 | $15M | Buy |
179,391
+7,479
| +4% | +$625K | 0.12% | 210 |
|
|
2017
Q1 | $14.1M | Sell |
171,912
-8,612
| -5% | -$706K | 0.11% | 205 |
|
|
2016
Q4 | $14M | Buy |
180,524
+24,350
| +16% | +$1.89M | 0.12% | 190 |
|
|
2016
Q3 | $12.5M | Sell |
156,174
-1,156
| -0.7% | -$92.5K | 0.11% | 196 |
|
|
2016
Q2 | $13.5M | Buy |
157,330
+4,999
| +3% | +$428K | 0.12% | 185 |
|
|
2016
Q1 | $12.3M | Buy |
152,331
+13,853
| +10% | +$1.12M | 0.12% | 194 |
|
|
2015
Q4 | $9.89M | Buy |
138,478
+46,177
| +50% | +$3.3M | 0.1% | 213 |
|
|
2015
Q3 | $6.64M | Buy |
92,301
+7,118
| +8% | +$512K | 0.07% | 272 |
|
|
2015
Q2 | $6.02M | Buy |
+85,183
| New | +$6.02M | 0.06% | 297 |
|