JFGIW
Johnson Financial Group Inc (Wisconsin)’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,009
-6,178
| -75% | -$729K | 0.01% | 277 |
|
|
2025
Q1 | $999K | Buy |
8,187
+662
| +9% | +$80.7K | 0.05% | 150 |
|
|
2024
Q4 | $843K | Sell |
7,525
-1,343
| -15% | -$150K | 0.04% | 160 |
|
|
2024
Q3 | $1.02M | Buy |
8,868
+282
| +3% | +$32.5K | 0.05% | 155 |
|
|
2024
Q2 | $861K | Buy |
8,586
+6,946
| +424% | +$696K | 0.04% | 156 |
|
|
2024
Q1 | $159K | Buy |
1,640
+184
| +13% | +$17.8K | 0.01% | 318 |
|
|
2023
Q4 | $141K | Sell |
1,456
-204
| -12% | -$19.8K | 0.01% | 333 |
|
|
2023
Q3 | $147K | Sell |
1,660
-479
| -22% | -$42.3K | 0.01% | 273 |
|
|
2023
Q2 | $192K | Buy |
2,139
+504
| +31% | +$45.2K | 0.01% | 270 |
|
|
2023
Q1 | $158K | Buy |
1,635
+18
| +1% | +$1.74K | 0.01% | 291 |
|
|
2022
Q4 | $167K | Sell |
1,617
-362
| -18% | -$37.3K | 0.01% | 261 |
|
|
2022
Q3 | $184K | Sell |
1,979
-190
| -9% | -$17.7K | 0.02% | 250 |
|
|
2022
Q2 | $233K | Sell |
2,169
-542
| -20% | -$58.2K | 0.02% | 230 |
|
|
2022
Q1 | $302K | Sell |
2,711
-417
| -13% | -$46.5K | 0.02% | 227 |
|
|
2021
Q4 | $328K | Sell |
3,128
-126
| -4% | -$13.2K | 0.02% | 226 |
|
|
2021
Q3 | $318K | Sell |
3,254
-313
| -9% | -$30.6K | 0.02% | 219 |
|
|
2021
Q2 | $352K | Sell |
3,567
-3,201
| -47% | -$316K | 0.02% | 216 |
|
|
2021
Q1 | $653K | Sell |
6,768
-797
| -11% | -$76.9K | 0.04% | 161 |
|
|
2020
Q4 | $693K | Sell |
7,565
-679
| -8% | -$62.2K | 0.06% | 135 |
|
|
2020
Q3 | $730K | Buy |
8,244
+329
| +4% | +$29.1K | 0.07% | 112 |
|
|
2020
Q2 | $633K | Sell |
7,915
-4,315
| -35% | -$345K | 0.07% | 112 |
|
|
2020
Q1 | $989K | Buy |
12,230
+6,409
| +110% | +$518K | 0.12% | 88 |
|
|
2019
Q4 | $531K | Buy |
5,821
+340
| +6% | +$31K | 0.05% | 135 |
|
|
2019
Q3 | $526K | Sell |
5,481
-556
| -9% | -$53.4K | 0.05% | 164 |
|
|
2019
Q2 | $532K | Sell |
6,037
-2,419
| -29% | -$213K | 0.05% | 165 |
|
|
2019
Q1 | $761K | Sell |
8,456
-462
| -5% | -$41.6K | 0.07% | 137 |
|
|
2018
Q4 | $769K | Sell |
8,918
-7,672
| -46% | -$662K | 0.08% | 136 |
|
|
2018
Q3 | $1.33M | Sell |
16,590
-13,536
| -45% | -$1.08M | 0.14% | 107 |
|
|
2018
Q2 | $2.38M | Buy |
30,126
+4,642
| +18% | +$367K | 0.26% | 67 |
|
|
2018
Q1 | $1.98M | Buy |
25,484
+3,569
| +16% | +$277K | 0.24% | 77 |
|
|
2017
Q4 | $1.84M | Buy |
21,915
+166
| +0.8% | +$14K | 0.23% | 87 |
|
|
2017
Q3 | $1.83M | Buy |
21,749
+1,868
| +9% | +$157K | 0.24% | 80 |
|
|
2017
Q2 | $1.66M | Sell |
19,881
-12,674
| -39% | -$1.06M | 0.24% | 88 |
|
|
2017
Q1 | $2.67M | Buy |
32,555
+2,138
| +7% | +$175K | 0.34% | 67 |
|
|
2016
Q4 | $2.36M | Buy |
30,417
+1,840
| +6% | +$143K | 0.33% | 72 |
|
|
2016
Q3 | $2.29M | Buy |
28,577
+358
| +1% | +$28.7K | 0.31% | 75 |
|
|
2016
Q2 | $2.42M | Buy |
28,219
+5,808
| +26% | +$498K | 0.34% | 72 |
|
|
2016
Q1 | $1.81M | Buy |
22,411
+5,103
| +29% | +$412K | 0.36% | 69 |
|
|
2015
Q4 | $1.24M | Sell |
17,308
-1,746
| -9% | -$125K | 0.26% | 90 |
|
|
2015
Q3 | $1.37M | Buy |
19,054
+1,583
| +9% | +$114K | 0.3% | 79 |
|
|
2015
Q2 | $1.23M | Sell |
17,471
-411
| -2% | -$29K | 0.26% | 97 |
|
|
2015
Q1 | $1.37M | Buy |
17,882
+1,995
| +13% | +$153K | 0.29% | 80 |
|
|
2014
Q4 | $1.33M | Sell |
15,887
-2,105
| -12% | -$176K | 0.31% | 83 |
|
|
2014
Q3 | $1.34M | Sell |
17,992
-147
| -0.8% | -$11K | 0.35% | 71 |
|
|
2014
Q2 | $1.35M | Buy |
18,139
+3,660
| +25% | +$272K | 0.35% | 69 |
|
|
2014
Q1 | $1.03M | Sell |
14,479
-257
| -2% | -$18.3K | 0.3% | 88 |
|
|
2013
Q4 | $1.02M | Buy |
14,736
+1,280
| +10% | +$88.3K | 0.29% | 85 |
|
|
2013
Q3 | $898K | Buy |
13,456
+362
| +3% | +$24.2K | 0.27% | 83 |
|
|
2013
Q2 | $884K | Buy |
+13,094
| New | +$884K | 0.25% | 78 |
|