Mercer Global Advisors’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 | $24.9M | Buy |
211,241
+2,947
| +1% | +$348K | 0.05% | 181 |
|
|
2025
Q1 | $25.4M | Buy |
208,294
+19,811
| +11% | +$2.41M | 0.06% | 186 |
|
|
2024
Q4 | $20.3M | Buy |
188,483
+30,441
| +19% | +$3.28M | 0.05% | 213 |
|
|
2024
Q3 | $18.3M | Buy |
158,042
+2,742
| +2% | +$318K | 0.04% | 223 |
|
|
2024
Q2 | $12.3M | Buy |
155,300
+4,087
| +3% | +$324K | 0.03% | 268 |
|
|
2024
Q1 | $14.6M | Buy |
151,213
+36,458
| +32% | +$3.53M | 0.04% | 239 |
|
|
2023
Q4 | $11.1M | Buy |
114,755
+280
| +0.2% | +$27.2K | 0.03% | 286 |
|
|
2023
Q3 | $10.1M | Sell |
114,475
-1,759
| -2% | -$155K | 0.04% | 270 |
|
|
2023
Q2 | $10.4M | Buy |
116,234
+33,558
| +41% | +$3.01M | 0.04% | 278 |
|
|
2023
Q1 | $7.98M | Sell |
82,676
-8,793
| -10% | -$848K | 0.04% | 324 |
|
|
2022
Q4 | $9.42M | Sell |
91,469
-667
| -0.7% | -$68.7K | 0.05% | 279 |
|
|
2022
Q3 | $8.57M | Sell |
92,136
-6,553
| -7% | -$610K | 0.05% | 257 |
|
|
2022
Q2 | $10.6M | Buy |
98,689
+5,305
| +6% | +$569K | 0.06% | 217 |
|
|
2022
Q1 | $10.4M | Buy |
93,384
+11,446
| +14% | +$1.28M | 0.06% | 221 |
|
|
2021
Q4 | $8.6M | Buy |
81,938
+3,154
| +4% | +$331K | 0.05% | 258 |
|
|
2021
Q3 | $7.69M | Buy |
78,784
+9,396
| +14% | +$917K | 0.05% | 269 |
|
|
2021
Q2 | $6.85M | Buy |
69,388
+2,472
| +4% | +$244K | 0.05% | 271 |
|
|
2021
Q1 | $6.46M | Sell |
66,916
-3,584
| -5% | -$346K | 0.06% | 258 |
|
|
2020
Q4 | $6.46M | Sell |
70,500
-2,150
| -3% | -$197K | 0.08% | 187 |
|
|
2020
Q3 | $6.43M | Buy |
72,650
+899
| +1% | +$79.6K | 0.1% | 162 |
|
|
2020
Q2 | $5.73M | Sell |
71,751
-1,915
| -3% | -$153K | 0.1% | 147 |
|
|
2020
Q1 | $5.96M | Sell |
73,666
-35,391
| -32% | -$2.86M | 0.13% | 136 |
|
|
2019
Q4 | $9.95M | Sell |
109,057
-7,486
| -6% | -$683K | 0.2% | 97 |
|
|
2019
Q3 | $11.2M | Buy |
116,543
+11,021
| +10% | +$1.06M | 0.26% | 79 |
|
|
2019
Q2 | $9.31M | Buy |
105,522
+4,776
| +5% | +$421K | 0.25% | 84 |
|
|
2019
Q1 | $9.07M | Buy |
+100,746
| New | +$9.07M | 0.33% | 59 |
|