Hilltop Holdings’s Duke Energy DUK Stock Holding History

Hilltop Holdings’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.06M	Sell	25,902 -860	-3%	-$101K	0.2%	123
2025 Q1	$3.26M	Buy	26,762 +553	+2%	+$67.4K	0.2%	122
2024 Q4	$2.82M	Buy	26,209 +2,821	+12%	+$304K	0.18%	138
2024 Q3	$2.7M	Buy	23,388 +8,699	+59%	+$1M	0.17%	132
2024 Q2	$1.47M	Buy	14,689 +1,268	+9%	+$127K	0.17%	155
2024 Q1	$1.3M	Sell	13,421 -1,321	-9%	-$128K	0.13%	179
2023 Q4	$1.43M	Sell	14,742 -1,199	-8%	-$116K	0.16%	168
2023 Q3	$1.41M	Buy	15,941 +2,359	+17%	+$208K	0.16%	153
2023 Q2	$1.22M	Buy	13,582 +840	+7%	+$75.4K	0.15%	158
2023 Q1	$1.23M	Buy	12,742 +1,006	+9%	+$97K	0.16%	131
2022 Q4	$1.21M	Buy	11,736 +213	+2%	+$21.9K	0.15%	137
2022 Q3	$1.07M	Buy	11,523 +293	+3%	+$27.3K	0.15%	144
2022 Q2	$1.2M	Buy	11,230 +427	+4%	+$45.8K	0.16%	136
2022 Q1	$1.21M	Sell	10,803 -87	-0.8%	-$9.71K	0.14%	145
2021 Q4	$1.14M	Buy	10,890 +1,000	+10%	+$105K	0.12%	168
2021 Q3	$966K	Buy	9,890 +496	+5%	+$48.4K	0.11%	191
2021 Q2	$928K	Buy	9,394 +360	+4%	+$35.6K	0.1%	190
2021 Q1	$872K	Sell	9,034 -2,064	-19%	-$199K	0.11%	179
2020 Q4	$1.02M	Sell	11,098 -578	-5%	-$52.9K	0.14%	159
2020 Q3	$1.03M	Buy	11,676 +1,855	+19%	+$164K	0.18%	131
2020 Q2	$784K	Buy	9,821 +28	+0.3%	+$2.24K	0.14%	152
2020 Q1	$792K	Sell	9,793 -31,290	-76%	-$2.53M	0.19%	116
2019 Q4	$3.75M	Buy	41,083 +2,119	+5%	+$193K	0.7%	29
2019 Q3	$3.74M	Buy	38,964 +3,087	+9%	+$296K	0.71%	25
2019 Q2	$3.17M	Buy	35,877 +16,716	+87%	+$1.48M	0.67%	37
2019 Q1	$1.72M	Buy	19,161 +6,752	+54%	+$608K	0.37%	70
2018 Q4	$1.07M	Sell	12,409 -3,415	-22%	-$295K	0.27%	90
2018 Q3	$1.27M	Sell	15,824 -1,210	-7%	-$96.8K	0.27%	95
2018 Q2	$1.35M	Sell	17,034 -257	-1%	-$20.3K	0.29%	89
2018 Q1	$1.34M	Sell	17,291 -9,468	-35%	-$734K	0.23%	103
2017 Q4	$2.25M	Buy	26,759 +5,160	+24%	+$434K	0.51%	43
2017 Q3	$1.81M	Sell	21,599 -5,385	-20%	-$452K	0.55%	53
2017 Q2	$2.26M	Sell	26,984 -2,284	-8%	-$191K	0.66%	38
2017 Q1	$2.4M	Sell	29,268 -683	-2%	-$56K	0.72%	32
2016 Q4	$2.33M	Sell	29,951 -207	-0.7%	-$16.1K	0.73%	34
2016 Q3	$2.41M	Sell	30,158 -1,025	-3%	-$82K	0.76%	31
2016 Q2	$2.68M	Buy	31,183 +982	+3%	+$84.2K	0.85%	25
2016 Q1	$2.44M	Sell	30,201 -543	-2%	-$43.8K	0.76%	31
2015 Q4	$2.2M	Sell	30,744 -338	-1%	-$24.1K	0.64%	35
2015 Q3	$2.24M	Buy	31,082 +2,801	+10%	+$202K	0.65%	34
2015 Q2	$2M	Sell	28,281 -1,654	-6%	-$117K	0.54%	57
2015 Q1	$2.3M	Buy	29,935 +13,574	+83%	+$1.04M	0.59%	44
2014 Q4	$1.37M	Buy	16,361 +1,746	+12%	+$146K	0.47%	54
2014 Q3	$1.09M	Buy	14,615 +1,688	+13%	+$126K	0.5%	71
2014 Q2	$959K	Buy	12,927 +1,771	+16%	+$131K	0.45%	72
2014 Q1	$794K	Buy	11,156 +6,789	+155%	+$483K	0.4%	73
2013 Q4	$302K	Buy	+4,367	New	+$302K	0.15%	160