IEQ Capital’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 | Sell |
28,667
-21,805
| -43% | -$2.57M | 0.02% | 523 |
|
|
2025
Q1 | $6.16M | Buy |
50,472
+16,871
| +50% | +$2.06M | 0.05% | 291 |
|
|
2024
Q4 | $3.62M | Sell |
33,601
-19,618
| -37% | -$2.11M | 0.04% | 348 |
|
|
2024
Q3 | $6.14M | Buy |
53,219
+4,631
| +10% | +$534K | 0.08% | 171 |
|
|
2024
Q2 | $4.87M | Buy |
48,588
+3,713
| +8% | +$372K | 0.07% | 188 |
|
|
2024
Q1 | $4.34M | Buy |
44,875
+7,007
| +19% | +$678K | 0.06% | 195 |
|
|
2023
Q4 | $3.67M | Buy |
37,868
+10,918
| +41% | +$1.06M | 0.06% | 195 |
|
|
2023
Q3 | $2.38M | Sell |
26,950
-16,894
| -39% | -$1.49M | 0.05% | 230 |
|
|
2023
Q2 | $3.93M | Sell |
43,844
-2,000
| -4% | -$179K | 0.08% | 172 |
|
|
2023
Q1 | $4.42M | Buy |
45,844
+14,395
| +46% | +$1.39M | 0.1% | 146 |
|
|
2022
Q4 | $3.24M | Buy |
31,449
+3,934
| +14% | +$405K | 0.09% | 170 |
|
|
2022
Q3 | $2.56M | Sell |
27,515
-2,215
| -7% | -$206K | 0.07% | 192 |
|
|
2022
Q2 | $3.19M | Buy |
29,730
+10,291
| +53% | +$1.1M | 0.1% | 140 |
|
|
2022
Q1 | $2.17M | Buy |
19,439
+2,174
| +13% | +$243K | 0.05% | 196 |
|
|
2021
Q4 | $1.81M | Buy |
17,265
+541
| +3% | +$56.7K | 0.04% | 214 |
|
|
2021
Q3 | $1.63M | Buy |
16,724
+10,820
| +183% | +$1.06M | 0.04% | 218 |
|
|
2021
Q2 | $583K | Buy |
5,904
+1,878
| +47% | +$185K | 0.02% | 328 |
|
|
2021
Q1 | $389K | Buy |
+4,026
| New | +$389K | 0.02% | 319 |
|
|
2020
Q3 | – | Sell |
-6,002
| Closed | -$479K | – | 393 |
|
|
2020
Q2 | $479K | Sell |
6,002
-5,304
| -47% | -$423K | 0.03% | 203 |
|
|
2020
Q1 | $914K | Buy |
11,306
+2,283
| +25% | +$185K | 0.07% | 149 |
|
|
2019
Q4 | $823K | Buy |
+9,023
| New | +$823K | 0.07% | 167 |
|