Investors Asset Management of Georgia’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 | $345K | Buy |
2,928
+66
| +2% | +$7.79K | 0.16% | 121 |
|
|
2025
Q1 | $349K | Sell |
2,862
-83
| -3% | -$10.1K | 0.18% | 114 |
|
|
2024
Q4 | $317K | Hold |
2,945
| – | – | 0.15% | 121 |
|
|
2024
Q3 | $340K | Hold |
2,945
| – | – | 0.16% | 120 |
|
|
2024
Q2 | $295K | Hold |
2,945
| – | – | 0.14% | 128 |
|
|
2024
Q1 | $285K | Buy |
2,945
+50
| +2% | +$4.84K | 0.13% | 128 |
|
|
2023
Q4 | $281K | Sell |
2,895
-10,115
| -78% | -$981K | 0.14% | 126 |
|
|
2023
Q3 | $664K | Buy |
13,010
+9,715
| +295% | +$496K | 0.37% | 74 |
|
|
2023
Q2 | $296K | Hold |
3,295
| – | – | 0.15% | 124 |
|
|
2023
Q1 | $318K | Buy |
3,295
+37
| +1% | +$3.57K | 0.17% | 121 |
|
|
2022
Q4 | $336K | Hold |
3,258
| – | – | 0.17% | 118 |
|
|
2022
Q3 | $303K | Buy |
3,258
+349
| +12% | +$32.5K | 0.16% | 125 |
|
|
2022
Q2 | $312K | Hold |
2,909
| – | – | 0.16% | 121 |
|
|
2022
Q1 | $325K | Hold |
2,909
| – | – | 0.16% | 131 |
|
|
2021
Q4 | $305K | Sell |
2,909
-8
| -0.3% | -$839 | 0.15% | 135 |
|
|
2021
Q3 | $285K | Hold |
2,917
| – | – | 0.15% | 133 |
|
|
2021
Q2 | $288K | Buy |
2,917
+43
| +1% | +$4.25K | 0.15% | 134 |
|
|
2021
Q1 | $277K | Hold |
2,874
| – | – | 0.16% | 131 |
|
|
2020
Q4 | $263K | Hold |
2,874
| – | – | 0.18% | 119 |
|
|
2020
Q3 | $255K | Hold |
2,874
| – | – | 0.17% | 113 |
|
|
2020
Q2 | $230K | Sell |
2,874
-170
| -6% | -$13.6K | 0.16% | 118 |
|
|
2020
Q1 | $246K | Sell |
3,044
-706
| -19% | -$57.1K | 0.2% | 106 |
|
|
2019
Q4 | $342K | Sell |
3,750
-266
| -7% | -$24.3K | 0.21% | 109 |
|
|
2019
Q3 | $385K | Buy |
4,016
+111
| +3% | +$10.6K | 0.25% | 94 |
|
|
2019
Q2 | $345K | Buy |
3,905
+15
| +0.4% | +$1.33K | 0.23% | 100 |
|
|
2019
Q1 | $350K | Hold |
3,890
| – | – | 0.24% | 93 |
|
|
2018
Q4 | $336K | Buy |
3,890
+50
| +1% | +$4.32K | 0.27% | 93 |
|
|
2018
Q3 | $307K | Sell |
3,840
-1,000
| -21% | -$79.9K | 0.21% | 117 |
|
|
2018
Q2 | $383K | Sell |
4,840
-50
| -1% | -$3.96K | 0.28% | 94 |
|
|
2018
Q1 | $379K | Sell |
4,890
-166
| -3% | -$12.9K | 0.28% | 93 |
|
|
2017
Q4 | $425K | Sell |
5,056
-53
| -1% | -$4.46K | 0.3% | 83 |
|
|
2017
Q3 | $429K | Sell |
5,109
-333
| -6% | -$28K | 0.32% | 78 |
|
|
2017
Q2 | $455K | Hold |
5,442
| – | – | 0.31% | 74 |
|
|
2017
Q1 | $446K | Hold |
5,442
| – | – | 0.31% | 72 |
|
|
2016
Q4 | $422K | Buy |
5,442
+434
| +9% | +$33.7K | 0.31% | 73 |
|
|
2016
Q3 | $401K | Buy |
5,008
+53
| +1% | +$4.24K | 0.3% | 73 |
|
|
2016
Q2 | $425K | Hold |
4,955
| – | – | 0.33% | 67 |
|
|
2016
Q1 | $400K | Hold |
4,955
| – | – | 0.33% | 68 |
|
|
2015
Q4 | $354K | Hold |
4,955
| – | – | 0.3% | 81 |
|
|
2015
Q3 | $356K | Hold |
4,955
| – | – | 0.32% | 74 |
|
|
2015
Q2 | $350K | Sell |
4,955
-50
| -1% | -$3.53K | 0.3% | 77 |
|
|
2015
Q1 | $384K | Hold |
5,005
| – | – | 0.32% | 77 |
|
|
2014
Q4 | $418K | Buy |
+5,005
| New | +$418K | 0.36% | 69 |
|