Enterprise Financial Services Corp (EFSC)’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 | $369K | Buy |
3,129
+108
| +4% | +$12.7K | 0.2% | 98 |
|
|
2025
Q1 | $368K | Sell |
3,021
-107
| -3% | -$13.1K | 0.22% | 88 |
|
|
2024
Q4 | $337K | Sell |
3,128
-446
| -12% | -$48.1K | 0.19% | 105 |
|
|
2024
Q3 | $412K | Sell |
3,574
-51
| -1% | -$5.88K | 0.24% | 86 |
|
|
2024
Q2 | $363K | Sell |
3,625
-210
| -5% | -$21K | 0.22% | 94 |
|
|
2024
Q1 | $371K | Sell |
3,835
-859
| -18% | -$83.1K | 0.22% | 94 |
|
|
2023
Q4 | $456K | Sell |
4,694
-776
| -14% | -$75.3K | 0.28% | 81 |
|
|
2023
Q3 | $483K | Sell |
5,470
-283
| -5% | -$25K | 0.33% | 69 |
|
|
2023
Q2 | $516K | Sell |
5,753
-32
| -0.6% | -$2.87K | 0.33% | 66 |
|
|
2023
Q1 | $558K | Sell |
5,785
-64
| -1% | -$6.17K | 0.36% | 64 |
|
|
2022
Q4 | $602K | Sell |
5,849
-183
| -3% | -$18.8K | 0.42% | 56 |
|
|
2022
Q3 | $561K | Sell |
6,032
-9
| -0.1% | -$837 | 0.42% | 60 |
|
|
2022
Q2 | $648K | Buy |
6,041
+82
| +1% | +$8.8K | 0.13% | 126 |
|
|
2022
Q1 | $666K | Buy |
5,959
+128
| +2% | +$14.3K | 0.11% | 137 |
|
|
2021
Q4 | $612K | Buy |
5,831
+5
| +0.1% | +$525 | 0.09% | 154 |
|
|
2021
Q3 | $568K | Sell |
5,826
-2,689
| -32% | -$262K | 0.07% | 172 |
|
|
2021
Q2 | $840K | Buy |
8,515
+1,064
| +14% | +$105K | 0.13% | 106 |
|
|
2021
Q1 | $718K | Buy |
7,451
+54
| +0.7% | +$5.2K | 0.13% | 104 |
|
|
2020
Q4 | $678K | Buy |
7,397
+22
| +0.3% | +$2.02K | 0.13% | 102 |
|
|
2020
Q3 | $653K | Buy |
7,375
+3
| +0% | +$266 | 0.14% | 98 |
|
|
2020
Q2 | $589K | Buy |
7,372
+61
| +0.8% | +$4.87K | 0.13% | 106 |
|
|
2020
Q1 | $591K | Buy |
7,311
+141
| +2% | +$11.4K | 0.15% | 95 |
|
|
2019
Q4 | $654K | Sell |
7,170
-709
| -9% | -$64.7K | 0.14% | 105 |
|
|
2019
Q3 | $756K | Buy |
7,879
+62
| +0.8% | +$5.95K | 0.17% | 89 |
|
|
2019
Q2 | $690K | Sell |
7,817
-40
| -0.5% | -$3.53K | 0.15% | 98 |
|
|
2019
Q1 | $707K | Buy |
7,857
+3,875
| +97% | +$349K | 0.15% | 95 |
|
|
2018
Q4 | $344K | Sell |
3,982
-72
| -2% | -$6.22K | 0.22% | 88 |
|
|
2018
Q3 | $324K | Buy |
4,054
+78
| +2% | +$6.23K | 0.17% | 102 |
|
|
2018
Q2 | $314K | Sell |
3,976
-64
| -2% | -$5.05K | 0.16% | 108 |
|
|
2018
Q1 | $313K | Sell |
4,040
-558
| -12% | -$43.2K | 0.16% | 109 |
|
|
2017
Q4 | $387K | Sell |
4,598
-187
| -4% | -$15.7K | 0.19% | 101 |
|
|
2017
Q3 | $402K | Buy |
4,785
+49
| +1% | +$4.12K | 0.2% | 96 |
|
|
2017
Q2 | $396K | Buy |
4,736
+255
| +6% | +$21.3K | 0.2% | 89 |
|
|
2017
Q1 | $367K | Buy |
4,481
+139
| +3% | +$11.4K | 0.18% | 94 |
|
|
2016
Q4 | $337K | Buy |
4,342
+342
| +9% | +$26.5K | 0.17% | 96 |
|
|
2016
Q3 | $320K | Hold |
4,000
| – | – | 0.18% | 96 |
|
|
2016
Q2 | $343K | Hold |
4,000
| – | – | 0.2% | 88 |
|
|
2016
Q1 | $323K | Buy |
4,000
+117
| +3% | +$9.45K | 0.19% | 88 |
|
|
2015
Q4 | $277K | Buy |
3,883
+38
| +1% | +$2.71K | 0.16% | 105 |
|
|
2015
Q3 | $277K | Buy |
3,845
+19
| +0.5% | +$1.37K | 0.18% | 102 |
|
|
2015
Q2 | $270K | Sell |
3,826
-116
| -3% | -$8.19K | 0.16% | 109 |
|
|
2015
Q1 | $303K | Hold |
3,942
| – | – | 0.18% | 107 |
|
|
2014
Q4 | $329K | Buy |
3,942
+708
| +22% | +$59.1K | 0.2% | 101 |
|
|
2014
Q3 | $242K | Sell |
3,234
-44
| -1% | -$3.29K | 0.15% | 117 |
|
|
2014
Q2 | $243K | Sell |
3,278
-133
| -4% | -$9.86K | 0.15% | 117 |
|
|
2014
Q1 | $243K | Sell |
3,411
-34
| -1% | -$2.42K | 0.15% | 113 |
|
|
2013
Q4 | $238K | Sell |
3,445
-200
| -5% | -$13.8K | 0.14% | 116 |
|
|
2013
Q3 | $243K | Buy |
3,645
+166
| +5% | +$11.1K | 0.15% | 105 |
|
|
2013
Q2 | $235K | Buy |
+3,479
| New | +$235K | 0.16% | 103 |
|