Independence Bank of Kentucky’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 | $679K | Sell |
5,757
-76
| -1% | -$8.97K | 0.1% | 174 |
|
2025
Q1 | $711K | Buy |
5,833
+71
| +1% | +$8.66K | 0.11% | 164 |
|
2024
Q4 | $621K | Sell |
5,762
-5
| -0.1% | -$539 | 0.1% | 173 |
|
2024
Q3 | $665K | Sell |
5,767
-110
| -2% | -$12.7K | 0.14% | 146 |
|
2024
Q2 | $589K | Sell |
5,877
-100
| -2% | -$10K | 0.16% | 142 |
|
2024
Q1 | $578K | Sell |
5,977
-137
| -2% | -$13.2K | 0.17% | 137 |
|
2023
Q4 | $593K | Sell |
6,114
-1,526
| -20% | -$148K | 0.21% | 115 |
|
2023
Q3 | $674K | Sell |
7,640
-1,445
| -16% | -$128K | 0.28% | 84 |
|
2023
Q2 | $815K | Sell |
9,085
-215
| -2% | -$19.3K | 0.33% | 79 |
|
2023
Q1 | $897K | Buy |
9,300
+550
| +6% | +$53.1K | 0.39% | 72 |
|
2022
Q4 | $901K | Sell |
8,750
-80
| -0.9% | -$8.24K | 0.4% | 73 |
|
2022
Q3 | $821K | Sell |
8,830
-243
| -3% | -$22.6K | 0.4% | 71 |
|
2022
Q2 | $973K | Sell |
9,073
-1,434
| -14% | -$154K | 0.44% | 67 |
|
2022
Q1 | $1.17M | Buy |
10,507
+599
| +6% | +$66.9K | 0.46% | 64 |
|
2021
Q4 | $1.04M | Sell |
9,908
-1,390
| -12% | -$146K | 0.42% | 68 |
|
2021
Q3 | $1.1M | Sell |
11,298
-1,305
| -10% | -$127K | 0.48% | 61 |
|
2021
Q2 | $1.24M | Buy |
12,603
+1,317
| +12% | +$130K | 0.55% | 55 |
|
2021
Q1 | $1.09M | Sell |
11,286
-649
| -5% | -$62.6K | 0.53% | 59 |
|
2020
Q4 | $1.09M | Sell |
11,935
-658
| -5% | -$60.3K | 0.57% | 60 |
|
2020
Q3 | $1.12M | Buy |
12,593
+1,283
| +11% | +$114K | 0.63% | 52 |
|
2020
Q2 | $904K | Buy |
11,310
+230
| +2% | +$18.4K | 0.59% | 60 |
|
2020
Q1 | $896K | Buy |
11,080
+1,252
| +13% | +$101K | 0.7% | 48 |
|
2019
Q4 | $896K | Buy |
9,828
+2,078
| +27% | +$189K | 0.58% | 51 |
|
2019
Q3 | $743K | Buy |
7,750
+125
| +2% | +$12K | 0.53% | 54 |
|
2019
Q2 | $673K | Buy |
7,625
+97
| +1% | +$8.56K | 0.53% | 53 |
|
2019
Q1 | $678K | Sell |
7,528
-1,275
| -14% | -$115K | 0.55% | 50 |
|
2018
Q4 | $760K | Sell |
8,803
-162
| -2% | -$14K | 0.69% | 44 |
|
2018
Q3 | $717K | Sell |
8,965
-2,335
| -21% | -$187K | 0.56% | 48 |
|
2018
Q2 | $894K | Buy |
11,300
+64
| +0.6% | +$5.06K | 0.75% | 44 |
|
2018
Q1 | $870K | Buy |
11,236
+2,475
| +28% | +$192K | 0.74% | 43 |
|
2017
Q4 | $737K | Buy |
+8,761
| New | +$737K | 0.63% | 45 |
|