CIBC Private Wealth Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Sell |
54,249
-102,395
| -65% | -$12.1M | 0.01% | 395 |
|
|
2025
Q1 | $18.2M | Sell |
156,644
-224,579
| -59% | -$26M | 0.04% | 262 |
|
|
2024
Q4 | $41.3M | Buy |
381,223
+151,914
| +66% | +$16.4M | 0.07% | 191 |
|
|
2024
Q3 | $26.4M | Sell |
229,309
-48,000
| -17% | -$5.53M | 0.05% | 246 |
|
|
2024
Q2 | $27.9M | Buy |
277,309
+2,321
| +0.8% | +$234K | 0.05% | 232 |
|
|
2024
Q1 | $26.4M | Buy |
274,988
+234,292
| +576% | +$22.5M | 0.05% | 239 |
|
|
2023
Q4 | $3.95M | Buy |
40,696
+475
| +1% | +$46.1K | 0.01% | 420 |
|
|
2023
Q3 | $3.55M | Buy |
40,221
+451
| +1% | +$39.8K | 0.01% | 422 |
|
|
2023
Q2 | $3.57M | Sell |
39,770
-99
| -0.2% | -$8.88K | 0.01% | 436 |
|
|
2023
Q1 | $3.85M | Buy |
39,869
+552
| +1% | +$53.3K | 0.01% | 425 |
|
|
2022
Q4 | $1.25M | Sell |
39,317
-49,827
| -56% | -$1.58M | ﹤0.01% | 495 |
|
|
2022
Q3 | $8.29M | Buy |
89,144
+45,531
| +104% | +$4.24M | 0.02% | 317 |
|
|
2022
Q2 | $4.68M | Sell |
43,613
-71,198
| -62% | -$7.63M | 0.01% | 379 |
|
|
2022
Q1 | $12.8M | Sell |
114,811
-105,656
| -48% | -$11.8M | 0.03% | 297 |
|
|
2021
Q4 | $23.1M | Buy |
220,467
+54,968
| +33% | +$5.77M | 0.05% | 241 |
|
|
2021
Q3 | $16.2M | Buy |
165,499
+122,675
| +286% | +$12M | 0.04% | 290 |
|
|
2021
Q2 | $4.23M | Sell |
42,824
-1,909
| -4% | -$189K | 0.01% | 420 |
|
|
2021
Q1 | $4.32M | Sell |
44,733
-97,570
| -69% | -$9.42M | 0.01% | 417 |
|
|
2020
Q4 | $13M | Buy |
142,303
+110,896
| +353% | +$10.2M | 0.03% | 294 |
|
|
2020
Q3 | $2.75M | Sell |
31,407
-29,368
| -48% | -$2.57M | 0.01% | 415 |
|
|
2020
Q2 | $4.86M | Buy |
60,775
+34,214
| +129% | +$2.73M | 0.02% | 302 |
|
|
2020
Q1 | $2.15M | Sell |
26,561
-146,380
| -85% | -$11.8M | 0.01% | 401 |
|
|
2019
Q4 | $15.8M | Buy |
172,941
+150,705
| +678% | +$13.7M | 0.05% | 233 |
|
|
2019
Q3 | $2.13M | Sell |
22,236
-830
| -4% | -$79.6K | 0.01% | 453 |
|
|
2019
Q2 | $2.04M | Buy |
23,066
+788
| +4% | +$69.5K | 0.01% | 465 |
|
|
2019
Q1 | $2.01M | Sell |
22,278
-1,714
| -7% | -$154K | 0.01% | 463 |
|
|
2018
Q4 | $2.07M | Buy |
23,992
+1,840
| +8% | +$159K | 0.01% | 442 |
|
|
2018
Q3 | $1.77M | Sell |
22,152
-864
| -4% | -$69.2K | 0.01% | 541 |
|
|
2018
Q2 | $1.82M | Sell |
23,016
-2,544
| -10% | -$201K | 0.01% | 525 |
|
|
2018
Q1 | $1.98M | Sell |
25,560
-3,005
| -11% | -$233K | 0.01% | 480 |
|
|
2017
Q4 | $2.4M | Buy |
28,565
+1,811
| +7% | +$152K | 0.01% | 470 |
|
|
2017
Q3 | $2.24M | Buy |
26,754
+9,213
| +53% | +$773K | 0.01% | 466 |
|
|
2017
Q2 | $1.47M | Sell |
17,541
-696
| -4% | -$58.2K | 0.01% | 422 |
|
|
2017
Q1 | $1.5M | Sell |
18,237
-7,826
| -30% | -$642K | 0.01% | 407 |
|
|
2016
Q4 | $2.02M | Sell |
26,063
-604
| -2% | -$46.9K | 0.01% | 365 |
|
|
2016
Q3 | $2.14M | Sell |
26,667
-1,815
| -6% | -$145K | 0.01% | 355 |
|
|
2016
Q2 | $2.44M | Buy |
28,482
+4,363
| +18% | +$374K | 0.02% | 337 |
|
|
2016
Q1 | $1.95M | Sell |
24,119
-1,174
| -5% | -$94.7K | 0.02% | 357 |
|
|
2015
Q4 | $1.81M | Sell |
25,293
-2,132
| -8% | -$152K | 0.01% | 367 |
|
|
2015
Q3 | $1.97M | Buy |
27,425
+2,724
| +11% | +$196K | 0.02% | 351 |
|
|
2015
Q2 | $1.74M | Sell |
24,701
-622
| -2% | -$43.9K | 0.01% | 390 |
|
|
2015
Q1 | $1.95M | Sell |
25,323
-137
| -0.5% | -$10.5K | 0.01% | 382 |
|
|
2014
Q4 | $2.13M | Buy |
25,460
+785
| +3% | +$65.6K | 0.02% | 368 |
|
|
2014
Q3 | $1.85M | Sell |
24,675
-4,835
| -16% | -$362K | 0.01% | 377 |
|
|
2014
Q2 | $2.19M | Sell |
29,510
-6,635
| -18% | -$492K | 0.02% | 352 |
|
|
2014
Q1 | $2.54M | Buy |
+36,145
| New | +$2.54M | 0.02% | 339 |
|