Beck Mack & Oliver’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 | $14.9M | Sell |
125,965
-400
| -0.3% | -$47.2K | 0.28% | 48 |
|
|
2025
Q1 | $15.4M | Buy |
126,365
+1,066
| +0.9% | +$130K | 0.31% | 49 |
|
|
2024
Q4 | $13.5M | Buy |
125,299
+1,400
| +1% | +$151K | 0.25% | 51 |
|
|
2024
Q3 | $14.3M | Sell |
123,899
-4,100
| -3% | -$473K | 0.28% | 50 |
|
|
2024
Q2 | $12.8M | Sell |
127,999
-3,000
| -2% | -$301K | 0.27% | 51 |
|
|
2024
Q1 | $12.7M | Buy |
130,999
+200
| +0.2% | +$19.3K | 0.26% | 52 |
|
|
2023
Q4 | $12.7M | Sell |
130,799
-261
| -0.2% | -$25.3K | 0.3% | 51 |
|
|
2023
Q3 | $11.6M | Hold |
131,060
| – | – | 0.3% | 52 |
|
|
2023
Q2 | $11.8M | Sell |
131,060
-2,248
| -2% | -$202K | 0.31% | 52 |
|
|
2023
Q1 | $12.9M | Sell |
133,308
-3,632
| -3% | -$350K | 0.37% | 50 |
|
|
2022
Q4 | $14.1M | Sell |
136,940
-450
| -0.3% | -$46.3K | 0.41% | 49 |
|
|
2022
Q3 | $12.8M | Sell |
137,390
-934
| -0.7% | -$86.9K | 0.41% | 51 |
|
|
2022
Q2 | $14.8M | Buy |
138,324
+239
| +0.2% | +$25.6K | 0.44% | 49 |
|
|
2022
Q1 | $15.4M | Sell |
138,085
-1,392
| -1% | -$155K | 0.39% | 50 |
|
|
2021
Q4 | $14.6M | Sell |
139,477
-2,000
| -1% | -$210K | 0.35% | 50 |
|
|
2021
Q3 | $13.8M | Sell |
141,477
-550
| -0.4% | -$53.7K | 0.36% | 49 |
|
|
2021
Q2 | $14M | Sell |
142,027
-12,073
| -8% | -$1.19M | 0.37% | 50 |
|
|
2021
Q1 | $14.9M | Buy |
154,100
+8,873
| +6% | +$856K | 0.46% | 48 |
|
|
2020
Q4 | $13.3M | Sell |
145,227
-1,700
| -1% | -$156K | 0.44% | 47 |
|
|
2020
Q3 | $13M | Sell |
146,927
-100
| -0.1% | -$8.86K | 0.48% | 46 |
|
|
2020
Q2 | $11.7M | Sell |
147,027
-2,400
| -2% | -$192K | 0.44% | 47 |
|
|
2020
Q1 | $12.1M | Sell |
149,427
-14,082
| -9% | -$1.14M | 0.54% | 43 |
|
|
2019
Q4 | $14.9M | Sell |
163,509
-100
| -0.1% | -$9.12K | 0.49% | 46 |
|
|
2019
Q3 | $15.7M | Sell |
163,609
-1,900
| -1% | -$182K | 0.55% | 45 |
|
|
2019
Q2 | $14.6M | Sell |
165,509
-4,722
| -3% | -$417K | 0.51% | 47 |
|
|
2019
Q1 | $15.3M | Sell |
170,231
-15,379
| -8% | -$1.38M | 0.55% | 46 |
|
|
2018
Q4 | $16M | Sell |
185,610
-2,166
| -1% | -$187K | 0.64% | 41 |
|
|
2018
Q3 | $15M | Sell |
187,776
-12,997
| -6% | -$1.04M | 0.48% | 49 |
|
|
2018
Q2 | $15.9M | Sell |
200,773
-1,819
| -0.9% | -$144K | 0.53% | 47 |
|
|
2018
Q1 | $15.7M | Sell |
202,592
-8,692
| -4% | -$673K | 0.53% | 45 |
|
|
2017
Q4 | $17.8M | Sell |
211,284
-2,022
| -0.9% | -$170K | 0.58% | 46 |
|
|
2017
Q3 | $17.9M | Sell |
213,306
-616
| -0.3% | -$51.7K | 0.59% | 47 |
|
|
2017
Q2 | $17.9M | Sell |
213,922
-2,098
| -1% | -$175K | 0.6% | 48 |
|
|
2017
Q1 | $17.7M | Buy |
216,020
+3,134
| +1% | +$257K | 0.62% | 46 |
|
|
2016
Q4 | $16.5M | Sell |
212,886
-691
| -0.3% | -$53.6K | 0.59% | 48 |
|
|
2016
Q3 | $17.1M | Sell |
213,577
-920
| -0.4% | -$73.6K | 0.62% | 45 |
|
|
2016
Q2 | $18.4M | Sell |
214,497
-1,004
| -0.5% | -$86.1K | 0.65% | 44 |
|
|
2016
Q1 | $17.4M | Sell |
215,501
-2,764
| -1% | -$223K | 0.61% | 48 |
|
|
2015
Q4 | $15.6M | Sell |
218,265
-703
| -0.3% | -$50.2K | 0.53% | 48 |
|
|
2015
Q3 | $15.8M | Sell |
218,968
-2,185
| -1% | -$157K | 0.48% | 52 |
|
|
2015
Q2 | $15.6M | Buy |
221,153
+1,150
| +0.5% | +$81.2K | 0.41% | 53 |
|
|
2015
Q1 | $16.9M | Buy |
220,003
+2,038
| +0.9% | +$156K | 0.42% | 54 |
|
|
2014
Q4 | $18.2M | Sell |
217,965
-6,041
| -3% | -$505K | 0.44% | 53 |
|
|
2014
Q3 | $16.7M | Buy |
224,006
+447
| +0.2% | +$33.4K | 0.39% | 54 |
|
|
2014
Q2 | $16.6M | Buy |
223,559
+2,134
| +1% | +$158K | 0.37% | 52 |
|
|
2014
Q1 | $15.8M | Sell |
221,425
-426
| -0.2% | -$30.3K | 0.37% | 52 |
|
|
2013
Q4 | $15.3M | Sell |
221,851
-398
| -0.2% | -$27.5K | 0.37% | 53 |
|
|
2013
Q3 | $14.8M | Buy |
222,249
+229
| +0.1% | +$15.3K | 0.39% | 52 |
|
|
2013
Q2 | $15M | Buy |
+222,020
| New | +$15M | 0.41% | 50 |
|