CIBC World Markets’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 | $11.5M | Buy |
97,803
+4,362
| +5% | +$515K | 0.07% | 194 |
|
|
2025
Q1 | $11.4M | Sell |
93,441
-28,418
| -23% | -$3.47M | 0.09% | 161 |
|
|
2024
Q4 | $13.1M | Buy |
121,859
+17,088
| +16% | +$1.84M | 0.08% | 189 |
|
|
2024
Q3 | $12.1M | Buy |
104,771
+5,301
| +5% | +$611K | 0.09% | 176 |
|
|
2024
Q2 | $9.97M | Buy |
99,470
+22,144
| +29% | +$2.22M | 0.07% | 194 |
|
|
2024
Q1 | $7.48M | Sell |
77,326
-81,545
| -51% | -$7.89M | 0.05% | 245 |
|
|
2023
Q4 | $15.4M | Buy |
158,871
+116,333
| +273% | +$11.3M | 0.08% | 179 |
|
|
2023
Q3 | $3.75M | Sell |
42,538
-47,785
| -53% | -$4.22M | 0.04% | 278 |
|
|
2023
Q2 | $8.11M | Buy |
90,323
+51,385
| +132% | +$4.61M | 0.07% | 204 |
|
|
2023
Q1 | $3.76M | Sell |
38,938
-149,227
| -79% | -$14.4M | 0.06% | 231 |
|
|
2022
Q4 | $19.4M | Buy |
188,165
+151,240
| +410% | +$15.6M | 0.13% | 117 |
|
|
2022
Q3 | $3.44M | Sell |
36,925
-104,422
| -74% | -$9.71M | 0.05% | 199 |
|
|
2022
Q2 | $15.2M | Buy |
141,347
+94,583
| +202% | +$10.1M | 0.14% | 95 |
|
|
2022
Q1 | $5.22M | Sell |
46,764
-154,655
| -77% | -$17.3M | 0.04% | 239 |
|
|
2021
Q4 | $21.1M | Buy |
201,419
+158,049
| +364% | +$16.6M | 0.11% | 117 |
|
|
2021
Q3 | $4.23M | Sell |
43,370
-10,038
| -19% | -$979K | 0.03% | 316 |
|
|
2021
Q2 | $5.27M | Sell |
53,408
-19,868
| -27% | -$1.96M | 0.04% | 252 |
|
|
2021
Q1 | $7.07M | Sell |
73,276
-62,332
| -46% | -$6.02M | 0.04% | 216 |
|
|
2020
Q4 | $12.4M | Buy |
135,608
+47,044
| +53% | +$4.31M | 0.06% | 203 |
|
|
2020
Q3 | $7.84M | Buy |
88,564
+16,413
| +23% | +$1.45M | 0.08% | 226 |
|
|
2020
Q2 | $5.76M | Buy |
72,151
+18,795
| +35% | +$1.5M | 0.06% | 225 |
|
|
2020
Q1 | $4.32M | Sell |
53,356
-364,258
| -87% | -$29.5M | 0.06% | 221 |
|
|
2019
Q4 | $38.1M | Buy |
417,614
+334,634
| +403% | +$30.5M | 0.25% | 94 |
|
|
2019
Q3 | $7.95M | Sell |
82,980
-58,442
| -41% | -$5.6M | 0.07% | 211 |
|
|
2019
Q2 | $12.5M | Buy |
141,422
+45,150
| +47% | +$3.98M | 0.1% | 194 |
|
|
2019
Q1 | $8.66M | Sell |
96,272
-140,622
| -59% | -$12.7M | 0.07% | 206 |
|
|
2018
Q4 | $20.4M | Buy |
236,894
+6,022
| +3% | +$520K | 0.19% | 117 |
|
|
2018
Q3 | $18.5M | Sell |
230,872
-2,722
| -1% | -$218K | 0.16% | 128 |
|
|
2018
Q2 | $18.5M | Buy |
233,594
+142,840
| +157% | +$11.3M | 0.16% | 121 |
|
|
2018
Q1 | $7.03M | Sell |
90,754
-50,783
| -36% | -$3.93M | 0.07% | 207 |
|
|
2017
Q4 | $11.9M | Buy |
141,537
+39,593
| +39% | +$3.33M | 0.09% | 165 |
|
|
2017
Q3 | $8.56M | Sell |
101,944
-12,952
| -11% | -$1.09M | 0.08% | 176 |
|
|
2017
Q2 | $9.6M | Buy |
114,896
+25,815
| +29% | +$2.16M | 0.1% | 184 |
|
|
2017
Q1 | $7.31M | Sell |
89,081
-249,172
| -74% | -$20.4M | 0.06% | 190 |
|
|
2016
Q4 | $26.3M | Buy |
338,253
+321,496
| +1,919% | +$25M | 0.27% | 88 |
|
|
2016
Q3 | $1.34M | Buy |
+16,757
| New | +$1.34M | 0.03% | 145 |
|