Capital Research Global Investors’s Duke Energy DUK Stock Holding History

Capital Research Global Investors’s Portfolio DUK Stock Details DUK Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$592M	Buy	5,020,467 +97,601	+2%	+$11.5M	0.12%	133
2025 Q1	$600M	Sell	4,922,866 -687,595	-12%	-$83.9M	0.13%	131
2024 Q4	$604M	Sell	5,610,461 -4,617,276	-45%	-$497M	0.12%	131
2024 Q3	$1.18B	Sell	10,227,737 -193	-0%	-$22.3K	0.25%	92
2024 Q2	$1.03B	Sell	10,227,930 -1,265,410	-11%	-$127M	0.22%	91
2024 Q1	$1.11B	Buy	11,493,340 +352,320	+3%	+$34.1M	0.25%	84
2023 Q4	$1.08B	Buy	11,141,020 +509,039	+5%	+$49.4M	0.27%	86
2023 Q3	$938M	Buy	10,631,981 +2,443,600	+30%	+$216M	0.26%	93
2023 Q2	$735M	Buy	8,188,381 +1,435,725	+21%	+$129M	0.2%	114
2023 Q1	$651M	Sell	6,752,656 -527	-0%	-$50.8K	0.19%	115
2022 Q4	$696M	Buy	6,753,183 +493,914	+8%	+$50.9M	0.21%	108
2022 Q3	$582M	Buy	6,259,269 +3,184	+0.1%	+$296K	0.19%	113
2022 Q2	$671M	Sell	6,256,085 -488,302	-7%	-$52.4M	0.21%	103
2022 Q1	$753M	Sell	6,744,387 -199,863	-3%	-$22.3M	0.19%	111
2021 Q4	$728M	Sell	6,944,250 -3,850,384	-36%	-$404M	0.16%	131
2021 Q3	$1.05B	Buy	10,794,634 +41,931	+0.4%	+$4.09M	0.25%	94
2021 Q2	$1.06B	Buy	10,752,703 +1,281,014	+14%	+$126M	0.25%	96
2021 Q1	$914M	Sell	9,471,689 -2,375,984	-20%	-$229M	0.22%	105
2020 Q4	$1.08B	Buy	11,847,673 +4,808,466	+68%	+$440M	0.28%	88
2020 Q3	$623M	Buy	7,039,207 +408,964	+6%	+$36.2M	0.19%	122
2020 Q2	$530M	Sell	6,630,243 -189,452	-3%	-$15.1M	0.17%	128
2020 Q1	$552M	Buy	6,819,695 +1,487,470	+28%	+$120M	0.22%	100
2019 Q4	$486M	Buy	5,332,225 +3,325,943	+166%	+$303M	0.15%	138
2019 Q3	$192M	Sell	2,006,282 -1,175,404	-37%	-$113M	0.06%	210
2019 Q2	$281M	Buy	3,181,686 +2,747	+0.1%	+$242K	0.09%	179
2019 Q1	$286M	Buy	3,178,939 +1,085	+0%	+$97.7K	0.09%	177
2018 Q4	$274M	Buy	3,177,854 +975	+0%	+$84.1K	0.1%	175
2018 Q3	$254M	Buy	3,176,879 +3,879	+0.1%	+$310K	0.07%	208
2018 Q2	$251M	Sell	3,173,000 -1,108,600	-26%	-$87.7M	0.07%	218
2018 Q1	$332M	Sell	4,281,600 -217,951	-5%	-$16.9M	0.09%	178
2017 Q4	$378M	Sell	4,499,551 -4,184,059	-48%	-$352M	0.11%	160
2017 Q3	$729M	Sell	8,683,610 -468,687	-5%	-$39.3M	0.22%	116
2017 Q2	$765M	Sell	9,152,297 -2,295,500	-20%	-$192M	0.24%	108
2017 Q1	$939M	Sell	11,447,797 -2,124,613	-16%	-$174M	0.3%	92
2016 Q4	$1.05B	Sell	13,572,410 -3,273,208	-19%	-$254M	0.34%	72
2016 Q3	$1.35B	Buy	16,845,618 +4,165,845	+33%	+$333M	0.45%	61
2016 Q2	$1.09B	Buy	12,679,773 +929,411	+8%	+$79.7M	0.37%	73
2016 Q1	$948M	Buy	11,750,362 +3,480,667	+42%	+$281M	0.33%	80
2015 Q4	$590M	Buy	8,269,695 +329,000	+4%	+$23.5M	0.2%	118
2015 Q3	$571M	Buy	7,940,695 +830,000	+12%	+$59.7M	0.2%	119
2015 Q2	$502M	Sell	7,110,695 -3,615,000	-34%	-$255M	0.17%	141
2015 Q1	$824M	Sell	10,725,695 -3,293,639	-23%	-$253M	0.28%	93
2014 Q4	$1.17B	Buy	14,019,334 +3,975,000	+40%	+$332M	0.4%	67
2014 Q3	$751M	Buy	10,044,334 +4,725,000	+89%	+$353M	0.26%	98
2014 Q2	$395M	Hold	5,319,334	–	–	0.14%	153
2014 Q1	$379M	Sell	5,319,334 -549,269	-9%	-$39.1M	0.14%	154
2013 Q4	$405M	Sell	5,868,603 -848,333	-13%	-$58.5M	0.15%	146
2013 Q3	$449M	Hold	6,716,936	–	–	0.18%	133
2013 Q2	$453M	Buy	+6,716,936	New	+$453M	0.19%	126