F.L. Putnam Investment Management’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 | $569K | Buy |
4,820
+343
| +8% | +$40.5K | 0.01% | 391 |
|
|
2025
Q1 | $546K | Sell |
4,477
-230
| -5% | -$28.1K | 0.01% | 397 |
|
|
2024
Q4 | $507K | Buy |
4,707
+129
| +3% | +$13.9K | 0.01% | 415 |
|
|
2024
Q3 | $528K | Buy |
4,578
+20
| +0.4% | +$2.31K | 0.01% | 417 |
|
|
2024
Q2 | $457K | Buy |
4,558
+489
| +12% | +$49K | 0.01% | 430 |
|
|
2024
Q1 | $394K | Buy |
4,069
+898
| +28% | +$86.8K | 0.01% | 371 |
|
|
2023
Q4 | $308K | Sell |
3,171
-1,289
| -29% | -$125K | 0.01% | 413 |
|
|
2023
Q3 | $394K | Buy |
4,460
+1,165
| +35% | +$103K | 0.01% | 369 |
|
|
2023
Q2 | $296K | Sell |
3,295
-660
| -17% | -$59.2K | 0.01% | 407 |
|
|
2023
Q1 | $382K | Buy |
3,955
+1,977
| +100% | +$191K | 0.01% | 335 |
|
|
2022
Q4 | $204K | Buy |
+1,978
| New | +$204K | 0.01% | 389 |
|
|
2022
Q3 | – | Sell |
-2,177
| Closed | -$233K | – | 400 |
|
|
2022
Q2 | $233K | Sell |
2,177
-374
| -15% | -$40K | 0.01% | 367 |
|
|
2022
Q1 | $285K | Buy |
2,551
+420
| +20% | +$46.9K | 0.01% | 350 |
|
|
2021
Q4 | $224K | Sell |
2,131
-1,046
| -33% | -$110K | 0.01% | 381 |
|
|
2021
Q3 | $310K | Buy |
3,177
+451
| +17% | +$44K | 0.01% | 329 |
|
|
2021
Q2 | $269K | Sell |
2,726
-568
| -17% | -$56.1K | 0.01% | 356 |
|
|
2021
Q1 | $318K | Buy |
+3,294
| New | +$318K | 0.01% | 293 |
|
|
2020
Q1 | – | Sell |
-2,194
| Closed | -$200K | – | 296 |
|
|
2019
Q4 | $200K | Buy |
+2,194
| New | +$200K | 0.01% | 310 |
|