IFM Investors’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 | $21.8M | Buy |
184,348
+14,522
| +9% | +$1.71M | 0.21% | 93 |
|
|
2025
Q1 | $20.7M | Sell |
169,826
-47,634
| -22% | -$5.81M | 0.22% | 87 |
|
|
2024
Q4 | $23.4M | Sell |
217,460
-13,749
| -6% | -$1.48M | 0.24% | 77 |
|
|
2024
Q3 | $26.7M | Sell |
231,209
-26,199
| -10% | -$3.02M | 0.26% | 70 |
|
|
2024
Q2 | $25.8M | Sell |
257,408
-816
| -0.3% | -$81.8K | 0.26% | 72 |
|
|
2024
Q1 | $25M | Buy |
258,224
+2,249
| +0.9% | +$218K | 0.27% | 68 |
|
|
2023
Q4 | $24.8M | Sell |
255,975
-1,993
| -0.8% | -$193K | 0.3% | 62 |
|
|
2023
Q3 | $22.8M | Buy |
257,968
+14,004
| +6% | +$1.24M | 0.3% | 63 |
|
|
2023
Q2 | $21.9M | Buy |
243,964
+69,239
| +40% | +$6.21M | 0.29% | 68 |
|
|
2023
Q1 | $16.9M | Buy |
174,725
+2,873
| +2% | +$277K | 0.26% | 79 |
|
|
2022
Q4 | $17.7M | Sell |
171,852
-52,686
| -23% | -$5.43M | 0.3% | 73 |
|
|
2022
Q3 | $20.9M | Buy |
224,538
+591
| +0.3% | +$55K | 0.38% | 51 |
|
|
2022
Q2 | $24M | Sell |
223,947
-1,787
| -0.8% | -$192K | 0.42% | 47 |
|
|
2022
Q1 | $25.2M | Buy |
225,734
+125,353
| +125% | +$14M | 0.39% | 51 |
|
|
2021
Q4 | $10.5M | Sell |
100,381
-2,285
| -2% | -$240K | 0.19% | 102 |
|
|
2021
Q3 | $10M | Buy |
102,666
+5,695
| +6% | +$556K | 0.21% | 94 |
|
|
2021
Q2 | $9.57M | Buy |
96,971
+19,810
| +26% | +$1.96M | 0.2% | 108 |
|
|
2021
Q1 | $7.45M | Buy |
77,161
+7,927
| +11% | +$765K | 0.2% | 106 |
|
|
2020
Q4 | $6.34M | Buy |
69,234
+8,983
| +15% | +$822K | 0.2% | 101 |
|
|
2020
Q3 | $5.34M | Buy |
60,251
+7,855
| +15% | +$696K | 0.22% | 90 |
|
|
2020
Q2 | $4.19M | Sell |
52,396
-20,483
| -28% | -$1.64M | 0.22% | 98 |
|
|
2020
Q1 | $6.08M | Sell |
72,879
-2,154
| -3% | -$180K | 0.27% | 80 |
|
|
2019
Q4 | $6.84M | Sell |
75,033
-3,240
| -4% | -$296K | 0.24% | 88 |
|
|
2019
Q3 | $7.5M | Buy |
78,273
+27,892
| +55% | +$2.67M | 0.28% | 75 |
|
|
2019
Q2 | $4.45M | Buy |
50,381
+4,872
| +11% | +$430K | 0.25% | 84 |
|
|
2019
Q1 | $4.1M | Buy |
45,509
+4,639
| +11% | +$418K | 0.26% | 84 |
|
|
2018
Q4 | $3.53M | Buy |
40,870
+4,215
| +11% | +$364K | 0.29% | 77 |
|
|
2018
Q3 | $2.93M | Buy |
36,655
+4,762
| +15% | +$381K | 0.22% | 98 |
|
|
2018
Q2 | $2.52M | Buy |
31,893
+9,967
| +45% | +$788K | 0.24% | 92 |
|
|
2018
Q1 | $1.7M | Buy |
21,926
+2,095
| +11% | +$162K | 0.24% | 94 |
|
|
2017
Q4 | $1.67M | Sell |
19,831
-122
| -0.6% | -$10.3K | 0.26% | 86 |
|
|
2017
Q3 | $1.67M | Buy |
19,953
+285
| +1% | +$23.9K | 0.28% | 80 |
|
|
2017
Q2 | $1.64M | Buy |
19,668
+5,656
| +40% | +$473K | 0.3% | 79 |
|
|
2017
Q1 | $1.15M | Buy |
14,012
+5,255
| +60% | +$431K | 0.29% | 80 |
|
|
2016
Q4 | $680K | Buy |
+8,757
| New | +$680K | 0.32% | 79 |
|