Farmers & Merchants Investments 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 | $7.87M | Buy |
66,696
+303
| +0.5% | +$35.8K | 0.23% | 107 |
|
|
2025
Q1 | $8.1M | Buy |
66,393
+1,200
| +2% | +$146K | 0.26% | 103 |
|
|
2024
Q4 | $7.02M | Buy |
65,193
+3,225
| +5% | +$347K | 0.22% | 110 |
|
|
2024
Q3 | $7.14M | Sell |
61,968
-368
| -0.6% | -$42.4K | 0.22% | 110 |
|
|
2024
Q2 | $6.25M | Sell |
62,336
-2,504
| -4% | -$251K | 0.21% | 111 |
|
|
2024
Q1 | $6.27M | Sell |
64,840
-5,091
| -7% | -$492K | 0.21% | 110 |
|
|
2023
Q4 | $6.79M | Sell |
69,931
-1,388
| -2% | -$135K | 0.25% | 101 |
|
|
2023
Q3 | $6.29M | Sell |
71,319
-23,808
| -25% | -$2.1M | 0.25% | 109 |
|
|
2023
Q2 | $8.54M | Sell |
95,127
-1,048
| -1% | -$94K | 0.32% | 88 |
|
|
2023
Q1 | $9.28M | Buy |
96,175
+1,248
| +1% | +$120K | 0.37% | 86 |
|
|
2022
Q4 | $9.78M | Sell |
94,927
-301
| -0.3% | -$31K | 0.4% | 83 |
|
|
2022
Q3 | $8.86M | Buy |
95,228
+197
| +0.2% | +$18.3K | 0.4% | 80 |
|
|
2022
Q2 | $10.2M | Buy |
95,031
+1,150
| +1% | +$123K | 0.44% | 74 |
|
|
2022
Q1 | $10.5M | Buy |
93,881
+204
| +0.2% | +$22.8K | 0.4% | 81 |
|
|
2021
Q4 | $9.83M | Sell |
93,677
-899
| -1% | -$94.3K | 0.37% | 85 |
|
|
2021
Q3 | $9.23M | Sell |
94,576
-329
| -0.3% | -$32.1K | 0.39% | 81 |
|
|
2021
Q2 | $9.37M | Hold |
94,905
| – | – | 0.42% | 81 |
|
|
2021
Q1 | $9.16M | Sell |
94,905
-12,100
| -11% | -$1.17M | 0.44% | 77 |
|
|
2020
Q4 | $9.8M | Sell |
107,005
-63
| -0.1% | -$5.77K | 0.51% | 62 |
|
|
2020
Q3 | $9.48M | Buy |
107,068
+148
| +0.1% | +$13.1K | 0.57% | 54 |
|
|
2020
Q2 | $8.54M | Sell |
106,920
-539
| -0.5% | -$43.1K | 0.56% | 58 |
|
|
2020
Q1 | $8.69M | Buy |
107,459
+374
| +0.3% | +$30.2K | 0.66% | 44 |
|
|
2019
Q4 | $9.77M | Sell |
107,085
-2,735
| -2% | -$249K | 0.6% | 52 |
|
|
2019
Q3 | $10.5M | Buy |
109,820
+1,335
| +1% | +$128K | 0.66% | 47 |
|
|
2019
Q2 | $9.57M | Buy |
108,485
+4,019
| +4% | +$355K | 0.62% | 53 |
|
|
2019
Q1 | $9.4M | Buy |
104,466
+60
| +0.1% | +$5.4K | 0.63% | 51 |
|
|
2018
Q4 | $9.01M | Buy |
104,406
+2,815
| +3% | +$243K | 0.68% | 44 |
|
|
2018
Q3 | $8.13M | Buy |
101,591
+173
| +0.2% | +$13.8K | 0.55% | 53 |
|
|
2018
Q2 | $8.02M | Buy |
101,418
+145
| +0.1% | +$11.5K | 0.58% | 51 |
|
|
2018
Q1 | $7.85M | Sell |
101,273
-5,844
| -5% | -$453K | 0.59% | 53 |
|
|
2017
Q4 | $9.01M | Sell |
107,117
-19
| -0% | -$1.6K | 0.66% | 41 |
|
|
2017
Q3 | $8.99M | Sell |
107,136
-2,033
| -2% | -$171K | 0.71% | 39 |
|
|
2017
Q2 | $9.13M | Buy |
109,169
+4,538
| +4% | +$379K | 0.76% | 38 |
|
|
2017
Q1 | $8.58M | Sell |
104,631
-15,718
| -13% | -$1.29M | 0.76% | 40 |
|
|
2016
Q4 | $9.34M | Sell |
120,349
-400
| -0.3% | -$31K | 0.85% | 33 |
|
|
2016
Q3 | $9.67M | Buy |
120,749
+31,001
| +35% | +$2.48M | 1.01% | 24 |
|
|
2016
Q2 | $7.7M | Buy |
89,748
+4,684
| +6% | +$402K | 0.86% | 34 |
|
|
2016
Q1 | $6.86M | Sell |
85,064
-387
| -0.5% | -$31.2K | 0.8% | 36 |
|
|
2015
Q4 | $6.1M | Buy |
85,451
+1,743
| +2% | +$124K | 0.76% | 41 |
|
|
2015
Q3 | $6.02M | Sell |
83,708
-150
| -0.2% | -$10.8K | 0.82% | 37 |
|
|
2015
Q2 | $5.92M | Sell |
83,858
-1,023
| -1% | -$72.2K | 0.75% | 43 |
|
|
2015
Q1 | $6.52M | Buy |
84,881
+6,464
| +8% | +$496K | 0.82% | 36 |
|
|
2014
Q4 | $6.55M | Buy |
78,417
+459
| +0.6% | +$38.3K | 0.82% | 38 |
|
|
2014
Q3 | $5.83M | Sell |
77,958
-284
| -0.4% | -$21.2K | 0.77% | 38 |
|
|
2014
Q2 | $5.81M | Sell |
78,242
-1,158
| -1% | -$85.9K | 0.77% | 40 |
|
|
2014
Q1 | $5.66M | Sell |
79,400
-168
| -0.2% | -$12K | 0.79% | 38 |
|
|
2013
Q4 | $5.49M | Buy |
79,568
+1,818
| +2% | +$125K | 0.79% | 37 |
|
|
2013
Q3 | $5.19M | Sell |
77,750
-2,300
| -3% | -$154K | 0.82% | 34 |
|
|
2013
Q2 | $5.4M | Buy |
+80,050
| New | +$5.4M | 0.83% | 35 |
|