City State 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 | $262K | Hold |
2,217
| – | – | 0.08% | 171 |
|
|
2025
Q1 | $270K | Hold |
2,217
| – | – | 0.09% | 162 |
|
|
2024
Q4 | $239K | Buy |
2,217
+266
| +14% | +$28.7K | 0.08% | 172 |
|
|
2024
Q3 | $225K | Hold |
1,951
| – | – | 0.08% | 176 |
|
|
2024
Q2 | $196K | Hold |
1,951
| – | – | 0.08% | 184 |
|
|
2024
Q1 | $189K | Hold |
1,951
| – | – | 0.08% | 184 |
|
|
2023
Q4 | $189K | Hold |
1,951
| – | – | 0.09% | 174 |
|
|
2023
Q3 | $172K | Buy |
1,951
+275
| +16% | +$24.2K | 0.09% | 173 |
|
|
2023
Q2 | $150K | Buy |
1,676
+276
| +20% | +$24.7K | 0.08% | 189 |
|
|
2023
Q1 | $135K | Buy |
1,400
+186
| +15% | +$17.9K | 0.08% | 196 |
|
|
2022
Q4 | $125K | Hold |
1,214
| – | – | 0.08% | 198 |
|
|
2022
Q3 | $113K | Hold |
1,214
| – | – | 0.08% | 189 |
|
|
2022
Q2 | $130K | Hold |
1,214
| – | – | 0.09% | 186 |
|
|
2022
Q1 | $136K | Hold |
1,214
| – | – | 0.08% | 191 |
|
|
2021
Q4 | $127K | Buy |
+1,214
| New | +$127K | 0.08% | 206 |
|