Bridges Investment Management’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 | $677K | Sell |
5,737
-480
| -8% | -$56.6K | 0.01% | 265 |
|
|
2025
Q1 | $758K | Buy |
6,217
+35
| +0.6% | +$4.27K | 0.01% | 253 |
|
|
2024
Q4 | $666K | Buy |
6,182
+465
| +8% | +$50.1K | 0.01% | 256 |
|
|
2024
Q3 | $659K | Buy |
5,717
+62
| +1% | +$7.15K | 0.01% | 252 |
|
|
2024
Q2 | $567K | Buy |
5,655
+3,226
| +133% | +$323K | 0.01% | 253 |
|
|
2024
Q1 | $235K | Hold |
2,429
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $236K | Hold |
2,429
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $214K | Hold |
2,429
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $218K | Hold |
2,429
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $234K | Hold |
2,429
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $250K | Hold |
2,429
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $226K | Sell |
2,429
-466
| -16% | -$43.4K | 0.01% | 204 |
|
|
2022
Q2 | $311K | Hold |
2,895
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $324K | Sell |
2,895
-300
| -9% | -$33.6K | 0.01% | 195 |
|
|
2021
Q4 | $336K | Hold |
3,195
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $312K | Sell |
3,195
-100
| -3% | -$9.77K | 0.01% | 194 |
|
|
2021
Q2 | $325K | Hold |
3,295
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $318K | Hold |
3,295
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $302K | Sell |
3,295
-100
| -3% | -$9.17K | 0.01% | 197 |
|
|
2020
Q3 | $301K | Sell |
3,395
-66
| -2% | -$5.85K | 0.01% | 191 |
|
|
2020
Q2 | $276K | Hold |
3,461
| – | – | 0.01% | 197 |
|
|
2020
Q1 | $280K | Sell |
3,461
-2,900
| -46% | -$235K | 0.01% | 191 |
|
|
2019
Q4 | $580K | Sell |
6,361
-350
| -5% | -$31.9K | 0.02% | 184 |
|
|
2019
Q3 | $643K | Hold |
6,711
| – | – | 0.02% | 256 |
|
|
2019
Q2 | $592K | Buy |
6,711
+1,267
| +23% | +$112K | 0.02% | 262 |
|
|
2019
Q1 | $490K | Buy |
5,444
+1,285
| +31% | +$116K | 0.02% | 265 |
|
|
2018
Q4 | $359K | Hold |
4,159
| – | – | 0.02% | 283 |
|
|
2018
Q3 | $332K | Sell |
4,159
-28
| -0.7% | -$2.24K | 0.02% | 229 |
|
|
2018
Q2 | $331K | Buy |
4,187
+175
| +4% | +$13.8K | 0.01% | 223 |
|
|
2018
Q1 | $310K | Buy |
+4,012
| New | +$310K | 0.01% | 224 |
|