BOK Financial’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 | $21.6M | Sell |
183,242
-2,175
| -1% | -$257K | 0.35% | 54 |
|
|
2025
Q1 | $22.6M | Buy |
185,417
+13,051
| +8% | +$1.59M | 0.4% | 52 |
|
|
2024
Q4 | $18.2M | Sell |
172,366
-6,610
| -4% | -$700K | 0.31% | 61 |
|
|
2024
Q3 | $20.7M | Buy |
178,976
+3,426
| +2% | +$397K | 0.37% | 55 |
|
|
2024
Q2 | $17.6M | Sell |
175,550
-26,364
| -13% | -$2.64M | 0.32% | 64 |
|
|
2024
Q1 | $19.4M | Buy |
201,914
+8,848
| +5% | +$850K | 0.35% | 62 |
|
|
2023
Q4 | $18.7M | Sell |
193,066
-19,687
| -9% | -$1.91M | 0.37% | 58 |
|
|
2023
Q3 | $18.9M | Sell |
212,753
-5,889
| -3% | -$523K | 0.42% | 56 |
|
|
2023
Q2 | $19.6M | Sell |
218,642
-3,219
| -1% | -$289K | 0.4% | 56 |
|
|
2023
Q1 | $21.4M | Sell |
221,861
-22,852
| -9% | -$2.2M | 0.45% | 50 |
|
|
2022
Q4 | $25.2M | Buy |
244,713
+1,804
| +0.7% | +$186K | 0.47% | 49 |
|
|
2022
Q3 | $22.6M | Buy |
242,909
+10,798
| +5% | +$1M | 0.46% | 53 |
|
|
2022
Q2 | $24.9M | Buy |
232,111
+41,389
| +22% | +$4.44M | 0.48% | 49 |
|
|
2022
Q1 | $21.3M | Buy |
190,722
+5,685
| +3% | +$635K | 0.35% | 69 |
|
|
2021
Q4 | $19.4M | Buy |
185,037
+1,333
| +0.7% | +$140K | 0.3% | 79 |
|
|
2021
Q3 | $17.9M | Buy |
+183,704
| New | +$17.9M | 0.31% | 80 |
|
|
2021
Q1 | $16.9M | Buy |
174,910
+85
| +0% | +$8.21K | 0.31% | 78 |
|
|
2020
Q4 | $16M | Buy |
174,825
+5,888
| +3% | +$539K | 0.31% | 78 |
|
|
2020
Q3 | $15M | Buy |
168,937
+3,940
| +2% | +$349K | 0.33% | 73 |
|
|
2020
Q2 | $13.2M | Buy |
164,997
+12,803
| +8% | +$1.02M | 0.31% | 80 |
|
|
2020
Q1 | $12.3M | Buy |
152,194
+24,606
| +19% | +$1.99M | 0.35% | 70 |
|
|
2019
Q4 | $11.6M | Buy |
127,588
+11,574
| +10% | +$1.06M | 0.26% | 90 |
|
|
2019
Q3 | $11.1M | Buy |
116,014
+7,680
| +7% | +$736K | 0.27% | 91 |
|
|
2019
Q2 | $9.56M | Buy |
108,334
+6,353
| +6% | +$561K | 0.23% | 111 |
|
|
2019
Q1 | $9.18M | Sell |
101,981
-2,052
| -2% | -$185K | 0.22% | 112 |
|
|
2018
Q4 | $8.98M | Sell |
104,033
-1,362
| -1% | -$118K | 0.26% | 92 |
|
|
2018
Q3 | $8.43M | Buy |
105,395
+2,504
| +2% | +$200K | 0.21% | 111 |
|
|
2018
Q2 | $8.14M | Buy |
102,891
+5,587
| +6% | +$442K | 0.22% | 111 |
|
|
2018
Q1 | $7.54M | Buy |
97,304
+11,867
| +14% | +$919K | 0.21% | 113 |
|
|
2017
Q4 | $7.19M | Buy |
85,437
+10,857
| +15% | +$913K | 0.2% | 127 |
|
|
2017
Q3 | $6.26M | Buy |
74,580
+12,371
| +20% | +$1.04M | 0.18% | 132 |
|
|
2017
Q2 | $5.2M | Sell |
62,209
-8,607
| -12% | -$719K | 0.16% | 143 |
|
|
2017
Q1 | $5.81M | Buy |
70,816
+103
| +0.1% | +$8.45K | 0.18% | 135 |
|
|
2016
Q4 | $5.49M | Sell |
70,713
-1,492
| -2% | -$116K | 0.18% | 136 |
|
|
2016
Q3 | $5.78M | Buy |
72,205
+7,141
| +11% | +$572K | 0.19% | 117 |
|
|
2016
Q2 | $5.58M | Buy |
65,064
+3,923
| +6% | +$337K | 0.2% | 109 |
|
|
2016
Q1 | $4.93M | Sell |
61,141
-17,773
| -23% | -$1.43M | 0.18% | 130 |
|
|
2015
Q4 | $5.63M | Buy |
78,914
+16,545
| +27% | +$1.18M | 0.2% | 119 |
|
|
2015
Q3 | $4.49M | Sell |
62,369
-7,479
| -11% | -$538K | 0.17% | 145 |
|
|
2015
Q2 | $4.93M | Buy |
69,848
+8,002
| +13% | +$565K | 0.17% | 135 |
|
|
2015
Q1 | $4.75M | Buy |
61,846
+10,142
| +20% | +$779K | 0.16% | 148 |
|
|
2014
Q4 | $4.32M | Sell |
51,704
-11,436
| -18% | -$956K | 0.15% | 154 |
|
|
2014
Q3 | $4.72M | Sell |
63,140
-6,992
| -10% | -$523K | 0.16% | 144 |
|
|
2014
Q2 | $5.2M | Buy |
70,132
+4,727
| +7% | +$351K | 0.17% | 139 |
|
|
2014
Q1 | $4.66M | Buy |
65,405
+3,465
| +6% | +$247K | 0.15% | 150 |
|
|
2013
Q4 | $4.27M | Buy |
61,940
+1,932
| +3% | +$133K | 0.14% | 154 |
|
|
2013
Q3 | $4.01M | Buy |
60,008
+529
| +0.9% | +$35.3K | 0.15% | 151 |
|
|
2013
Q2 | $4.02M | Buy |
+59,479
| New | +$4.02M | 0.15% | 142 |
|