Bank Julius Baer & 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 | $20.8M | Buy |
175,880
+25,011
| +17% | +$2.95M | 0.06% | 148 |
|
|
2025
Q1 | $19.6M | Buy |
150,869
+128,569
| +577% | +$16.7M | 0.06% | 150 |
|
|
2024
Q4 | $2.4M | Buy |
+22,300
| New | +$2.4M | 0.01% | 266 |
|
|
2022
Q3 | – | Sell |
-1,569
| Closed | -$168K | – | 592 |
|
|
2022
Q2 | $168K | Hold |
1,569
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $175K | Sell |
1,569
-649
| -29% | -$72.4K | ﹤0.01% | 427 |
|
|
2021
Q4 | $233K | Buy |
2,218
+638
| +40% | +$67K | ﹤0.01% | 517 |
|
|
2021
Q3 | $154K | Sell |
1,580
-6,270
| -80% | -$611K | ﹤0.01% | 581 |
|
|
2021
Q2 | $775K | Sell |
7,850
-630
| -7% | -$62.2K | ﹤0.01% | 383 |
|
|
2021
Q1 | $819K | Sell |
8,480
-552
| -6% | -$53.3K | 0.01% | 364 |
|
|
2020
Q4 | $827K | Buy |
9,032
+1,854
| +26% | +$170K | 0.01% | 380 |
|
|
2020
Q3 | $636K | Buy |
7,178
+2,617
| +57% | +$232K | 0.01% | 350 |
|
|
2020
Q2 | $364K | Buy |
4,561
+2,563
| +128% | +$205K | ﹤0.01% | 394 |
|
|
2020
Q1 | $162K | Buy |
+1,998
| New | +$162K | ﹤0.01% | 423 |
|