Cadence 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 | $884K | Buy |
7,494
+158
| +2% | +$18.6K | 0.06% | 179 |
|
|
2025
Q1 | $895K | Sell |
7,336
-76
| -1% | -$9.27K | 0.06% | 165 |
|
|
2024
Q4 | $799K | Sell |
7,412
-1,276
| -15% | -$137K | 0.05% | 180 |
|
|
2024
Q3 | $1M | Buy |
8,688
+371
| +4% | +$42.8K | 0.07% | 160 |
|
|
2024
Q2 | $834K | Sell |
8,317
-495
| -6% | -$49.6K | 0.06% | 151 |
|
|
2024
Q1 | $852K | Sell |
8,812
-212
| -2% | -$20.5K | 0.06% | 172 |
|
|
2023
Q4 | $876K | Sell |
9,024
-1,140
| -11% | -$111K | 0.07% | 169 |
|
|
2023
Q3 | $897K | Sell |
10,164
-293
| -3% | -$25.9K | 0.08% | 156 |
|
|
2023
Q2 | $938K | Sell |
10,457
-22
| -0.2% | -$1.97K | 0.08% | 156 |
|
|
2023
Q1 | $1.01M | Sell |
10,479
-270
| -3% | -$26K | 0.09% | 149 |
|
|
2022
Q4 | $1.11M | Sell |
10,749
-183
| -2% | -$18.8K | 0.1% | 142 |
|
|
2022
Q3 | $1.02M | Buy |
10,932
+8,423
| +336% | +$784K | 0.11% | 138 |
|
|
2022
Q2 | $269K | Buy |
2,509
+40
| +2% | +$4.29K | 0.04% | 166 |
|
|
2022
Q1 | $276K | Sell |
2,469
-100
| -4% | -$11.2K | 0.03% | 167 |
|
|
2021
Q4 | $269K | Sell |
2,569
-100
| -4% | -$10.5K | 0.03% | 174 |
|
|
2021
Q3 | $260K | Sell |
2,669
-600
| -18% | -$58.4K | 0.04% | 173 |
|
|
2021
Q2 | $322K | Sell |
3,269
-633
| -16% | -$62.4K | 0.05% | 163 |
|
|
2021
Q1 | $377K | Sell |
3,902
-76
| -2% | -$7.34K | 0.06% | 154 |
|
|
2020
Q4 | $365K | Sell |
3,978
-613
| -13% | -$56.2K | 0.06% | 165 |
|
|
2020
Q3 | $407K | Sell |
4,591
-69
| -1% | -$6.12K | 0.08% | 133 |
|
|
2020
Q2 | $373K | Buy |
4,660
+782
| +20% | +$62.6K | 0.08% | 141 |
|
|
2020
Q1 | $314K | Sell |
3,878
-732
| -16% | -$59.3K | 0.08% | 137 |
|
|
2019
Q4 | $420K | Sell |
4,610
-44
| -0.9% | -$4.01K | 0.08% | 145 |
|
|
2019
Q3 | $446K | Sell |
4,654
-129
| -3% | -$12.4K | 0.04% | 152 |
|
|
2019
Q2 | $422K | Sell |
4,783
-273
| -5% | -$24.1K | 0.04% | 156 |
|
|
2019
Q1 | $455K | Sell |
5,056
-360
| -7% | -$32.4K | 0.05% | 152 |
|
|
2018
Q4 | $467K | Buy |
5,416
+365
| +7% | +$31.5K | 0.05% | 143 |
|
|
2018
Q3 | $405K | Buy |
5,051
+16
| +0.3% | +$1.28K | 0.04% | 178 |
|
|
2018
Q2 | $398K | Buy |
5,035
+261
| +5% | +$20.6K | 0.04% | 174 |
|
|
2018
Q1 | $370K | Hold |
4,774
| – | – | 0.04% | 176 |
|
|
2017
Q4 | $401K | Buy |
+4,774
| New | +$401K | 0.04% | 172 |
|