Baker Boyer National 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 | $375K | Hold |
3,179
| – | – | 0.13% | 56 |
|
|
2025
Q1 | $388K | Hold |
3,179
| – | – | 0.14% | 54 |
|
|
2024
Q4 | $343K | Buy |
3,179
+126
| +4% | +$13.6K | 0.12% | 61 |
|
|
2024
Q3 | $352K | Hold |
3,053
| – | – | 0.12% | 61 |
|
|
2024
Q2 | $306K | Hold |
3,053
| – | – | 0.11% | 61 |
|
|
2024
Q1 | $295K | Hold |
3,053
| – | – | 0.1% | 71 |
|
|
2023
Q4 | $296K | Sell |
3,053
-166
| -5% | -$16.1K | 0.11% | 72 |
|
|
2023
Q3 | $284K | Buy |
3,219
+3
| +0.1% | +$265 | 0.12% | 74 |
|
|
2023
Q2 | $289K | Hold |
3,216
| – | – | 0.11% | 74 |
|
|
2023
Q1 | $310K | Hold |
3,216
| – | – | 0.12% | 65 |
|
|
2022
Q4 | $331K | Hold |
3,216
| – | – | 0.14% | 59 |
|
|
2022
Q3 | $299K | Hold |
3,216
| – | – | 0.13% | 60 |
|
|
2022
Q2 | $345K | Buy |
3,216
+163
| +5% | +$17.5K | 0.18% | 56 |
|
|
2022
Q1 | $341K | Sell |
3,053
-1,100
| -26% | -$123K | 0.16% | 63 |
|
|
2021
Q4 | $436K | Buy |
+4,153
| New | +$436K | 0.2% | 52 |
|
|
2021
Q2 | $345K | Buy |
+3,216
| New | +$345K | 0.18% | 56 |
|
|
2018
Q1 | $325K | Buy |
+4,191
| New | +$325K | 0.98% | 37 |
|
|
2015
Q1 | – | Sell |
-2,484
| Closed | -$208K | – | 53 |
|
|
2014
Q4 | $208K | Buy |
+2,484
| New | +$208K | 0.41% | 52 |
|
|
2014
Q1 | – | Sell |
-3,474
| Closed | -$240K | – | 52 |
|
|
2013
Q4 | $240K | Hold |
3,474
| – | – | 0.46% | 43 |
|
|
2013
Q3 | $232K | Sell |
3,474
-5,466
| -61% | -$365K | 0.51% | 33 |
|
|
2013
Q2 | $604K | Buy |
+8,940
| New | +$604K | 1.3% | 25 |
|