Glenview 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 | $3.38M | Buy |
28,673
+9,252
| +48% | +$1.09M | 0.06% | 178 |
|
|
2025
Q1 | $2.37M | Buy |
19,421
+247
| +1% | +$30.1K | 0.05% | 198 |
|
|
2024
Q4 | $2.07M | Sell |
19,174
-304
| -2% | -$32.8K | 0.04% | 204 |
|
|
2024
Q3 | $2.25M | Buy |
19,478
+1,327
| +7% | +$153K | 0.04% | 200 |
|
|
2024
Q2 | $1.82M | Buy |
18,151
+290
| +2% | +$29.1K | 0.04% | 210 |
|
|
2024
Q1 | $1.73M | Sell |
17,861
-776
| -4% | -$75K | 0.04% | 209 |
|
|
2023
Q4 | $1.81M | Sell |
18,637
-73
| -0.4% | -$7.08K | 0.04% | 204 |
|
|
2023
Q3 | $1.65M | Buy |
18,710
+4,820
| +35% | +$425K | 0.05% | 186 |
|
|
2023
Q2 | $1.25M | Buy |
13,890
+461
| +3% | +$41.4K | 0.03% | 214 |
|
|
2023
Q1 | $1.3M | Buy |
13,429
+3,652
| +37% | +$352K | 0.04% | 206 |
|
|
2022
Q4 | $1.01M | Buy |
9,777
+336
| +4% | +$34.6K | 0.03% | 219 |
|
|
2022
Q3 | $878K | Sell |
9,441
-476
| -5% | -$44.3K | 0.03% | 213 |
|
|
2022
Q2 | $1.06M | Buy |
9,917
+566
| +6% | +$60.7K | 0.04% | 195 |
|
|
2022
Q1 | $1.04M | Buy |
9,351
+260
| +3% | +$29K | 0.03% | 207 |
|
|
2021
Q4 | $954K | Buy |
9,091
+460
| +5% | +$48.3K | 0.03% | 204 |
|
|
2021
Q3 | $843K | Buy |
8,631
+250
| +3% | +$24.4K | 0.03% | 208 |
|
|
2021
Q2 | $828K | Sell |
8,381
-130
| -2% | -$12.8K | 0.03% | 206 |
|
|
2021
Q1 | $822K | Sell |
8,511
-1,416
| -14% | -$137K | 0.04% | 198 |
|
|
2020
Q4 | $909K | Buy |
9,927
+1,316
| +15% | +$121K | 0.04% | 185 |
|
|
2020
Q3 | $762K | Sell |
8,611
-150
| -2% | -$13.3K | 0.04% | 194 |
|
|
2020
Q2 | $700K | Hold |
8,761
| – | – | 0.04% | 205 |
|
|
2020
Q1 | $708K | Sell |
8,761
-506
| -5% | -$40.9K | 0.05% | 190 |
|
|
2019
Q4 | $845K | Sell |
9,267
-35
| -0.4% | -$3.19K | 0.05% | 191 |
|
|
2019
Q3 | $892K | Buy |
9,302
+69
| +0.7% | +$6.62K | 0.05% | 188 |
|
|
2019
Q2 | $814K | Sell |
9,233
-95
| -1% | -$8.38K | 0.05% | 196 |
|
|
2019
Q1 | $839K | Sell |
9,328
-824
| -8% | -$74.1K | 0.05% | 198 |
|
|
2018
Q4 | $876K | Buy |
10,152
+1,425
| +16% | +$123K | 0.06% | 186 |
|
|
2018
Q3 | $698K | Buy |
8,727
+12
| +0.1% | +$960 | 0.04% | 206 |
|
|
2018
Q2 | $689K | Sell |
8,715
-288
| -3% | -$22.8K | 0.05% | 183 |
|
|
2018
Q1 | $697K | Sell |
9,003
-1,750
| -16% | -$135K | 0.05% | 202 |
|
|
2017
Q4 | $905K | Sell |
10,753
-308
| -3% | -$25.9K | 0.06% | 183 |
|
|
2017
Q3 | $928K | Sell |
11,061
-39
| -0.4% | -$3.27K | 0.07% | 174 |
|
|
2017
Q2 | $928K | Sell |
11,100
-55
| -0.5% | -$4.6K | 0.07% | 168 |
|
|
2017
Q1 | $915K | Sell |
11,155
-1,297
| -10% | -$106K | 0.07% | 167 |
|
|
2016
Q4 | $967K | Buy |
+12,452
| New | +$967K | 0.08% | 158 |
|
|
2015
Q4 | $490K | Buy |
+6,859
| New | +$490K | 0.05% | 182 |
|
|
2014
Q4 | $580K | Buy |
+6,943
| New | +$580K | 0.06% | 151 |
|
|
2013
Q4 | $356K | Buy |
+5,152
| New | +$356K | 0.04% | 166 |
|