Gleason Group’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 | $267K | Buy |
2,259
+20
| +0.9% | +$2.36K | 0.03% | 62 |
|
|
2025
Q1 | $273K | Sell |
2,239
-157
| -7% | -$19.1K | 0.05% | 57 |
|
|
2024
Q4 | $258K | Buy |
2,396
+22
| +0.9% | +$2.37K | 0.05% | 59 |
|
|
2024
Q3 | $274K | Buy |
2,374
+21
| +0.9% | +$2.42K | 0.05% | 60 |
|
|
2024
Q2 | $236K | Buy |
2,353
+24
| +1% | +$2.41K | 0.05% | 65 |
|
|
2024
Q1 | $225K | Sell |
2,329
-361
| -13% | -$34.9K | 0.05% | 69 |
|
|
2023
Q4 | $261K | Buy |
2,690
+28
| +1% | +$2.72K | 0.06% | 62 |
|
|
2023
Q3 | $235K | Buy |
2,662
+28
| +1% | +$2.47K | 0.06% | 66 |
|
|
2023
Q2 | $236K | Buy |
2,634
+29
| +1% | +$2.6K | 0.06% | 70 |
|
|
2023
Q1 | $251K | Buy |
2,605
+27
| +1% | +$2.61K | 0.07% | 64 |
|
|
2022
Q4 | $266K | Buy |
2,578
+25
| +1% | +$2.58K | 0.08% | 63 |
|
|
2022
Q3 | $237K | Buy |
2,553
+24
| +0.9% | +$2.23K | 0.08% | 58 |
|
|
2022
Q2 | $271K | Buy |
2,529
+25
| +1% | +$2.68K | 0.09% | 55 |
|
|
2022
Q1 | $280K | Buy |
2,504
+23
| +0.9% | +$2.57K | 0.08% | 60 |
|
|
2021
Q4 | $260K | Buy |
2,481
+23
| +0.9% | +$2.41K | 0.08% | 61 |
|
|
2021
Q3 | $240K | Buy |
2,458
+24
| +1% | +$2.34K | 0.09% | 62 |
|
|
2021
Q2 | $240K | Buy |
2,434
+22
| +0.9% | +$2.17K | 0.09% | 61 |
|
|
2021
Q1 | $233K | Buy |
2,412
+25
| +1% | +$2.42K | 0.09% | 60 |
|
|
2020
Q4 | $219K | Buy |
2,387
+25
| +1% | +$2.29K | 0.11% | 59 |
|
|
2020
Q3 | $209K | Buy |
2,362
+27
| +1% | +$2.39K | 0.12% | 59 |
|
|
2020
Q2 | $187K | Buy |
2,335
+24
| +1% | +$1.92K | 0.12% | 61 |
|
|
2020
Q1 | $187K | Buy |
2,311
+26
| +1% | +$2.1K | 0.15% | 55 |
|
|
2019
Q4 | $208K | Buy |
+2,285
| New | +$208K | 0.12% | 60 |
|