Clark Capital Management Group’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
$63.5M Buy
538,513
+11,980
+2% +$1.41M 0.44% 71
2025
Q1
$64.2M Buy
526,533
+91,474
+21% +$11.2M 0.46% 61
2024
Q4
$46.9M Sell
435,059
-7,256
-2% -$782K 0.33% 97
2024
Q3
$51M Buy
442,315
+143,172
+48% +$16.5M 0.35% 88
2024
Q2
$30M Buy
299,143
+3,793
+1% +$380K 0.22% 129
2024
Q1
$28.6M Buy
295,350
+10,535
+4% +$1.02M 0.21% 141
2023
Q4
$27.6M Sell
284,815
-8,235
-3% -$799K 0.23% 131
2023
Q3
$25.9M Buy
293,050
+4,353
+2% +$384K 0.26% 132
2023
Q2
$25.9M Buy
288,697
+8,887
+3% +$798K 0.23% 127
2023
Q1
$27M Buy
279,810
+9,027
+3% +$871K 0.3% 122
2022
Q4
$27.9M Buy
270,783
+10,915
+4% +$1.12M 0.26% 116
2022
Q3
$24.2M Buy
259,868
+9,436
+4% +$878K 0.32% 102
2022
Q2
$26.8M Buy
+250,432
New +$26.8M 0.35% 84
2020
Q1
Sell
-4,324
Closed -$394K 290
2019
Q4
$394K Buy
4,324
+235
+6% +$21.4K 0.01% 271
2019
Q3
$392K Sell
4,089
-53
-1% -$5.08K 0.01% 259
2019
Q2
$366K Buy
+4,142
New +$366K 0.01% 254
2015
Q1
Sell
-2,490
Closed -$208K 328
2014
Q4
$208K Buy
+2,490
New +$208K 0.02% 296
2014
Q1
Sell
-4,213
Closed -$291K 344
2013
Q4
$291K Sell
4,213
-207
-5% -$14.3K 0.02% 272
2013
Q3
$295K Sell
4,420
-818
-16% -$54.6K 0.02% 278
2013
Q2
$354K Buy
+5,238
New +$354K 0.03% 241