Cypress Capital 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
$3.31M Sell
28,032
-1,403
-5% -$166K 0.41% 57
2025
Q1
$3.59M Buy
29,435
+9,815
+50% +$1.2M 0.47% 56
2024
Q4
$2.11M Sell
19,620
-6,015
-23% -$648K 0.26% 80
2024
Q3
$2.96M Sell
25,635
-6,620
-21% -$763K 0.33% 72
2024
Q2
$3.23M Buy
32,255
+436
+1% +$43.7K 0.39% 64
2024
Q1
$3.08M Sell
31,819
-1,950
-6% -$189K 0.37% 68
2023
Q4
$3.28M Buy
33,769
+538
+2% +$52.2K 0.43% 60
2023
Q3
$2.93M Sell
33,231
-3,792
-10% -$335K 0.42% 65
2023
Q2
$3.32M Sell
37,023
-2,836
-7% -$255K 0.48% 59
2023
Q1
$3.85M Sell
39,859
-2,797
-7% -$270K 0.59% 48
2022
Q4
$4.39M Buy
42,656
+216
+0.5% +$22.2K 0.66% 42
2022
Q3
$3.95M Buy
42,440
+11,288
+36% +$1.05M 0.66% 42
2022
Q2
$3.34M Buy
31,152
+709
+2% +$76K 0.51% 57
2022
Q1
$3.4M Buy
30,443
+5,956
+24% +$665K 0.42% 70
2021
Q4
$2.57M Sell
24,487
-6,238
-20% -$654K 0.32% 83
2021
Q3
$3M Buy
30,725
+2,864
+10% +$279K 0.41% 69
2021
Q2
$2.75M Sell
27,861
-1,899
-6% -$188K 0.37% 74
2021
Q1
$2.87M Sell
29,760
-4,533
-13% -$437K 0.41% 70
2020
Q4
$3.14M Buy
34,293
+737
+2% +$67.5K 0.47% 60
2020
Q3
$2.97M Buy
33,556
+268
+0.8% +$23.7K 0.5% 57
2020
Q2
$2.66M Buy
33,288
+1,464
+5% +$117K 0.49% 60
2020
Q1
$2.57M Buy
31,824
+396
+1% +$32K 0.59% 49
2019
Q4
$2.87M Sell
31,428
-2,664
-8% -$243K 0.51% 62
2019
Q3
$3.27M Buy
34,092
+719
+2% +$68.9K 0.63% 51
2019
Q2
$2.95M Buy
33,373
+6,229
+23% +$550K 0.58% 55
2019
Q1
$2.44M Buy
27,144
+18,026
+198% +$1.62M 0.5% 64
2018
Q4
$787K Buy
9,118
+1,609
+21% +$139K 0.18% 113
2018
Q3
$601K Buy
7,509
+192
+3% +$15.4K 0.11% 151
2018
Q2
$578K Buy
7,317
+1,442
+25% +$114K 0.12% 143
2018
Q1
$455K Buy
5,875
+1,940
+49% +$150K 0.1% 157
2017
Q4
$331K Hold
3,935
0.07% 184
2017
Q3
$330K Hold
3,935
0.07% 179
2017
Q2
$329K Hold
3,935
0.07% 170
2017
Q1
$323K Hold
3,935
0.08% 154
2016
Q4
$305K Hold
3,935
0.07% 157
2016
Q3
$315K Sell
3,935
-1,251
-24% -$100K 0.08% 149
2016
Q2
$445K Buy
5,186
+985
+23% +$84.5K 0.1% 129
2016
Q1
$339K Buy
4,201
+266
+7% +$21.5K 0.08% 144
2015
Q4
$281K Hold
3,935
0.07% 167
2015
Q3
$283K Hold
3,935
0.07% 172
2015
Q2
$278K Sell
3,935
-100
-2% -$7.07K 0.06% 178
2015
Q1
$309K Sell
4,035
-113
-3% -$8.65K 0.07% 177
2014
Q4
$347K Hold
4,148
0.08% 166
2014
Q3
$310K Buy
4,148
+700
+20% +$52.3K 0.07% 170
2014
Q2
$255K Sell
3,448
-340
-9% -$25.1K 0.06% 191
2014
Q1
$270K Sell
3,788
-133
-3% -$9.48K 0.07% 178
2013
Q4
$270K Hold
3,921
0.07% 176
2013
Q3
$262K Hold
3,921
0.06% 167
2013
Q2
$264K Buy
+3,921
New +$264K 0.06% 176