First Citizens Bank & Trust’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 | $11.8M | Buy |
99,587
+11,205
| +13% | +$1.32M | 0.21% | 67 |
|
|
2025
Q1 | $10.8M | Buy |
88,382
+7,049
| +9% | +$860K | 0.27% | 60 |
|
|
2024
Q4 | $8.76M | Sell |
81,333
-8,822
| -10% | -$950K | 0.16% | 68 |
|
|
2024
Q3 | $10.4M | Buy |
90,155
+6,309
| +8% | +$727K | 0.23% | 67 |
|
|
2024
Q2 | $8.4M | Buy |
83,846
+4,666
| +6% | +$468K | 0.16% | 74 |
|
|
2024
Q1 | $7.66M | Buy |
79,180
+4,752
| +6% | +$460K | 0.15% | 79 |
|
|
2023
Q4 | $7.22M | Sell |
74,428
-5,347
| -7% | -$519K | 0.13% | 70 |
|
|
2023
Q3 | $7.04M | Sell |
79,775
-5,987
| -7% | -$528K | 0.14% | 64 |
|
|
2023
Q2 | $7.7M | Buy |
85,762
+9,380
| +12% | +$842K | 0.14% | 69 |
|
|
2023
Q1 | $7.37M | Buy |
76,382
+8,668
| +13% | +$836K | 0.15% | 57 |
|
|
2022
Q4 | $6.97M | Sell |
67,714
-2
| -0% | -$206 | 0.21% | 44 |
|
|
2022
Q3 | $6.3M | Sell |
67,716
-4,351
| -6% | -$405K | 0.21% | 47 |
|
|
2022
Q2 | $7.73M | Buy |
72,067
+2,717
| +4% | +$291K | 0.27% | 37 |
|
|
2022
Q1 | $7.74M | Sell |
69,350
-2,581
| -4% | -$288K | 0.3% | 45 |
|
|
2021
Q4 | $7.55M | Sell |
71,931
-2,276
| -3% | -$239K | 0.3% | 42 |
|
|
2021
Q3 | $7.24M | Buy |
74,207
+3,811
| +5% | +$372K | 0.35% | 38 |
|
|
2021
Q2 | $6.95M | Sell |
70,396
-3,659
| -5% | -$361K | 0.33% | 41 |
|
|
2021
Q1 | $7.15M | Buy |
74,055
+2,455
| +3% | +$237K | 0.34% | 39 |
|
|
2020
Q4 | $6.56M | Sell |
71,600
-6,655
| -9% | -$609K | 0.33% | 41 |
|
|
2020
Q3 | $6.93M | Sell |
78,255
-2,140
| -3% | -$190K | 0.49% | 39 |
|
|
2020
Q2 | $6.42M | Buy |
80,395
+10,462
| +15% | +$836K | 0.54% | 42 |
|
|
2020
Q1 | $5.66M | Buy |
69,933
+4,301
| +7% | +$348K | 0.68% | 39 |
|
|
2019
Q4 | $5.99M | Buy |
65,632
+638
| +1% | +$58.2K | 0.58% | 44 |
|
|
2019
Q3 | $6.23M | Sell |
64,994
-421
| -0.6% | -$40.4K | 0.75% | 31 |
|
|
2019
Q2 | $5.77M | Buy |
65,415
+1,085
| +2% | +$95.7K | 0.63% | 34 |
|
|
2019
Q1 | $5.79M | Buy |
64,330
+24,901
| +63% | +$2.24M | 0.65% | 35 |
|
|
2018
Q4 | $3.4M | Buy |
39,429
+1,434
| +4% | +$124K | 0.41% | 64 |
|
|
2018
Q3 | $3.04M | Sell |
37,995
-1,680
| -4% | -$134K | 0.34% | 73 |
|
|
2018
Q2 | $3.14M | Buy |
39,675
+11,273
| +40% | +$892K | 0.39% | 73 |
|
|
2018
Q1 | $2.2M | Sell |
28,402
-3,869
| -12% | -$300K | 0.3% | 95 |
|
|
2017
Q4 | $2.71M | Sell |
32,271
-1,775
| -5% | -$149K | 0.36% | 81 |
|
|
2017
Q3 | $2.86M | Buy |
34,046
+15,799
| +87% | +$1.33M | 0.37% | 80 |
|
|
2017
Q2 | $1.53M | Buy |
18,247
+8,046
| +79% | +$672K | 0.2% | 136 |
|
|
2017
Q1 | $837K | Sell |
10,201
-1,791
| -15% | -$147K | 0.1% | 193 |
|
|
2016
Q4 | $931K | Buy |
11,992
+1,474
| +14% | +$114K | 0.1% | 160 |
|
|
2016
Q3 | $842K | Sell |
10,518
-1,161
| -10% | -$92.9K | 0.08% | 178 |
|
|
2016
Q2 | $1M | Buy |
11,679
+124
| +1% | +$10.6K | 0.09% | 168 |
|
|
2016
Q1 | $933K | Sell |
11,555
-238
| -2% | -$19.2K | 0.08% | 159 |
|
|
2015
Q4 | $842K | Sell |
11,793
-38,718
| -77% | -$2.76M | 0.06% | 231 |
|
|
2015
Q3 | $3.63M | Buy |
50,511
+1,889
| +4% | +$136K | 0.27% | 95 |
|
|
2015
Q2 | $3.43M | Buy |
48,622
+35,241
| +263% | +$2.49M | 0.24% | 104 |
|
|
2015
Q1 | $1.03M | Buy |
13,381
+4,696
| +54% | +$360K | 0.07% | 200 |
|
|
2014
Q4 | $726K | Buy |
8,685
+659
| +8% | +$55.1K | 0.06% | 219 |
|
|
2014
Q3 | $600K | Buy |
8,026
+186
| +2% | +$13.9K | 0.05% | 229 |
|
|
2014
Q2 | $582K | Buy |
7,840
+2,420
| +45% | +$180K | 0.05% | 225 |
|
|
2014
Q1 | $386K | Sell |
5,420
-386
| -7% | -$27.5K | 0.03% | 249 |
|
|
2013
Q4 | $401K | Sell |
5,806
-66,156
| -92% | -$4.57M | 0.04% | 243 |
|
|
2013
Q3 | $4.81M | Buy |
71,962
+827
| +1% | +$55.2K | 0.18% | 139 |
|
|
2013
Q2 | $4.8M | Buy |
+71,135
| New | +$4.8M | 0.2% | 124 |
|