JPMorgan Chase & Co’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 | $411M | Buy |
3,482,162
+284,278
| +9% | +$33.5M | 0.03% | 433 |
|
|
2025
Q1 | $390M | Buy |
3,197,884
+209,183
| +7% | +$25.5M | 0.03% | 432 |
|
|
2024
Q4 | $322M | Sell |
2,988,701
-304,397
| -9% | -$32.8M | 0.02% | 473 |
|
|
2024
Q3 | $380M | Sell |
3,293,098
-144,131
| -4% | -$16.6M | 0.03% | 444 |
|
|
2024
Q2 | $345M | Sell |
3,437,229
-312,401
| -8% | -$31.3M | 0.03% | 431 |
|
|
2024
Q1 | $363M | Buy |
3,749,630
+546,577
| +17% | +$52.9M | 0.03% | 447 |
|
|
2023
Q4 | $311M | Sell |
3,203,053
-40,738
| -1% | -$3.95M | 0.03% | 446 |
|
|
2023
Q3 | $286M | Buy |
3,243,791
+352,987
| +12% | +$31.2M | 0.03% | 421 |
|
|
2023
Q2 | $259M | Sell |
2,890,804
-118,421
| -4% | -$10.6M | 0.03% | 461 |
|
|
2023
Q1 | $290M | Sell |
3,009,225
-68,191
| -2% | -$6.58M | 0.04% | 400 |
|
|
2022
Q4 | $317M | Buy |
3,077,416
+13,878
| +0.5% | +$1.43M | 0.04% | 362 |
|
|
2022
Q3 | $285M | Buy |
3,063,538
+52,796
| +2% | +$4.91M | 0.04% | 369 |
|
|
2022
Q2 | $323M | Buy |
3,010,742
+668,453
| +29% | +$71.7M | 0.05% | 353 |
|
|
2022
Q1 | $262M | Buy |
2,342,289
+29,202
| +1% | +$3.26M | 0.03% | 452 |
|
|
2021
Q4 | $243M | Sell |
2,313,087
-77,166
| -3% | -$8.09M | 0.03% | 480 |
|
|
2021
Q3 | $233M | Sell |
2,390,253
-1,969,235
| -45% | -$192M | 0.03% | 496 |
|
|
2021
Q2 | $430M | Buy |
4,359,488
+1,162,039
| +36% | +$115M | 0.05% | 350 |
|
|
2021
Q1 | $309M | Buy |
3,197,449
+1,641,163
| +105% | +$158M | 0.04% | 418 |
|
|
2020
Q4 | $142M | Sell |
1,556,286
-427,803
| -22% | -$39.2M | 0.02% | 607 |
|
|
2020
Q3 | $164M | Sell |
1,984,089
-1,105,040
| -36% | -$91.1M | 0.03% | 499 |
|
|
2020
Q2 | $247M | Buy |
3,089,129
+12,544
| +0.4% | +$1M | 0.05% | 362 |
|
|
2020
Q1 | $249M | Buy |
3,076,585
+1,005,930
| +49% | +$81.4M | 0.06% | 294 |
|
|
2019
Q4 | $189M | Buy |
2,070,655
+273,720
| +15% | +$25M | 0.04% | 417 |
|
|
2019
Q3 | $172M | Buy |
1,796,935
+38,106
| +2% | +$3.65M | 0.03% | 454 |
|
|
2019
Q2 | $156M | Buy |
1,758,829
+21,614
| +1% | +$1.91M | 0.03% | 496 |
|
|
2019
Q1 | $156M | Sell |
1,737,215
-224,657
| -11% | -$20.2M | 0.03% | 471 |
|
|
2018
Q4 | $169M | Buy |
1,961,872
+34,985
| +2% | +$3.02M | 0.04% | 423 |
|
|
2018
Q3 | $154M | Sell |
1,926,887
-2,004,015
| -51% | -$160M | 0.03% | 495 |
|
|
2018
Q2 | $311M | Buy |
3,930,902
+2,197,503
| +127% | +$174M | 0.06% | 299 |
|
|
2018
Q1 | $134M | Sell |
1,733,399
-2,270,703
| -57% | -$176M | 0.03% | 498 |
|
|
2017
Q4 | $337M | Buy |
4,004,102
+22,460
| +0.6% | +$1.89M | 0.07% | 276 |
|
|
2017
Q3 | $335M | Sell |
3,981,642
-424,071
| -10% | -$35.7M | 0.07% | 266 |
|
|
2017
Q2 | $368M | Buy |
4,405,713
+2,301,272
| +109% | +$192M | 0.08% | 243 |
|
|
2017
Q1 | $173M | Sell |
2,104,441
-556,779
| -21% | -$45.7M | 0.04% | 411 |
|
|
2016
Q4 | $207M | Buy |
2,661,220
+210,127
| +9% | +$16.3M | 0.05% | 357 |
|
|
2016
Q3 | $196M | Sell |
2,451,093
-37,236
| -1% | -$2.98M | 0.05% | 350 |
|
|
2016
Q2 | $213M | Sell |
2,488,329
-226,526
| -8% | -$19.4M | 0.05% | 332 |
|
|
2016
Q1 | $219M | Sell |
2,714,855
-439,335
| -14% | -$35.4M | 0.06% | 327 |
|
|
2015
Q4 | $225M | Sell |
3,154,190
-164,906
| -5% | -$11.8M | 0.06% | 336 |
|
|
2015
Q3 | $239M | Buy |
3,319,096
+141,350
| +4% | +$10.2M | 0.06% | 301 |
|
|
2015
Q2 | $224M | Sell |
3,177,746
-162,342
| -5% | -$11.5M | 0.05% | 352 |
|
|
2015
Q1 | $256M | Sell |
3,340,088
-499,408
| -13% | -$38.3M | 0.06% | 342 |
|
|
2014
Q4 | $321M | Buy |
3,839,496
+335,565
| +10% | +$28M | 0.07% | 295 |
|
|
2014
Q3 | $262M | Buy |
3,503,931
+909,306
| +35% | +$68M | 0.06% | 328 |
|
|
2014
Q2 | $192M | Buy |
2,594,625
+6,220
| +0.2% | +$461K | 0.05% | 392 |
|
|
2014
Q1 | $184M | Buy |
2,588,405
+70,745
| +3% | +$5.04M | 0.05% | 388 |
|
|
2013
Q4 | $174M | Sell |
2,517,660
-487,986
| -16% | -$33.7M | 0.05% | 364 |
|
|
2013
Q3 | $201M | Buy |
3,005,646
+325,562
| +12% | +$21.7M | 0.06% | 320 |
|
|
2013
Q2 | $181M | Buy |
+2,680,084
| New | +$181M | 0.06% | 321 |
|