Ethic Inc’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 | $1.57M | Buy |
13,413
+250
| +2% | +$29.2K | 0.03% | 497 |
|
|
2025
Q1 | $1.59M | Buy |
13,163
+3,569
| +37% | +$432K | 0.03% | 471 |
|
|
2024
Q4 | $1.03M | Buy |
9,594
+3,919
| +69% | +$422K | 0.02% | 592 |
|
|
2024
Q3 | $549K | Sell |
5,675
-1,551
| -21% | -$150K | 0.01% | 737 |
|
|
2024
Q2 | $724K | Buy |
7,226
+1,551
| +27% | +$155K | 0.02% | 659 |
|
|
2024
Q1 | $549K | Buy |
5,675
+62
| +1% | +$6K | 0.01% | 737 |
|
|
2023
Q4 | $545K | Sell |
5,613
-3,181
| -36% | -$309K | 0.02% | 712 |
|
|
2023
Q3 | $776K | Buy |
8,794
+86
| +1% | +$7.59K | 0.03% | 550 |
|
|
2023
Q2 | $781K | Sell |
8,708
-399
| -4% | -$35.8K | 0.03% | 514 |
|
|
2023
Q1 | $879K | Buy |
9,107
+131
| +1% | +$12.6K | 0.04% | 477 |
|
|
2022
Q4 | $924K | Sell |
8,976
-4,486
| -33% | -$462K | 0.05% | 397 |
|
|
2022
Q3 | $1.25M | Buy |
13,462
+911
| +7% | +$84.7K | 0.09% | 287 |
|
|
2022
Q2 | $1.35M | Buy |
12,551
+4,950
| +65% | +$531K | 0.09% | 262 |
|
|
2022
Q1 | $849K | Buy |
+7,601
| New | +$849K | 0.06% | 344 |
|