MidWestOne Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $941K | Buy |
8,029
+171
| +2% | +$20.9K | 0.1% | 171 |
|
|
2025
Q3 | $972K | Buy |
7,858
+87
| +1% | +$10.6K | 0.12% | 161 |
|
|
2025
Q2 | $917K | Sell |
7,771
-31
| -0.4% | -$3.66K | 0.12% | 167 |
|
|
2025
Q1 | $951K | Buy |
7,802
+287
| +4% | +$32.7K | 0.14% | 155 |
|
|
2024
Q4 | $810K | Sell |
7,515
-275
| -4% | -$31.2K | 0.11% | 174 |
|
|
2024
Q3 | $898K | Sell |
7,790
-140
| -2% | -$15.6K | 0.12% | 166 |
|
|
2024
Q2 | $795K | Sell |
7,930
-152
| -2% | -$15.2K | 0.14% | 171 |
|
|
2024
Q1 | $782K | Buy |
8,082
+81
| +1% | +$7.68K | 0.14% | 174 |
|
|
2023
Q4 | $776K | Sell |
8,001
-18
| -0.2% | -$1.64K | 0.15% | 166 |
|
|
2023
Q3 | $708K | Sell |
8,019
-580
| -7% | -$53.2K | 0.16% | 154 |
|
|
2023
Q2 | $772K | Sell |
8,599
-282
| -3% | -$26.6K | 0.17% | 160 |
|
|
2023
Q1 | $857K | Buy |
8,881
+280
| +3% | +$27.7K | 0.19% | 132 |
|
|
2022
Q4 | $886K | Buy |
8,601
+12
| +0.1% | +$1.15K | 0.2% | 122 |
|
|
2022
Q3 | $798K | Sell |
8,589
-551
| -6% | -$59.2K | 0.2% | 119 |
|
|
2022
Q2 | $980K | Sell |
9,140
-37
| -0.4% | -$4.07K | 0.24% | 95 |
|
|
2022
Q1 | $1.02M | Sell |
9,177
-361
| -4% | -$37.5K | 0.22% | 108 |
|
|
2021
Q4 | $1M | Buy |
9,538
+297
| +3% | +$30.1K | 0.21% | 117 |
|
|
2021
Q3 | $902K | Sell |
9,241
-99
| -1% | -$10.2K | 0.21% | 116 |
|
|
2021
Q2 | $922K | Buy |
9,340
+189
| +2% | +$19K | 0.22% | 112 |
|
|
2021
Q1 | $883K | Sell |
9,151
-85
| -0.9% | -$7.76K | 0.21% | 111 |
|
|
2020
Q4 | $846K | Buy |
9,236
+32
| +0.3% | +$2.96K | 0.23% | 111 |
|
|
2020
Q3 | $815K | Buy |
9,204
+4,245
| +86% | +$350K | 0.27% | 102 |
|
|
2020
Q2 | $396K | Sell |
4,959
-2,857
| -37% | -$241K | 0.17% | 97 |
|
|
2020
Q1 | $632K | Sell |
7,816
-733
| -9% | -$67.3K | 0.23% | 100 |
|
|
2019
Q4 | $780K | Sell |
8,549
-803
| -9% | -$73.6K | 0.16% | 108 |
|
|
2019
Q3 | $897K | Sell |
9,352
-232
| -2% | -$21.1K | 0.28% | 87 |
|
|
2019
Q2 | $845K | Buy |
+9,584
| New | +$847K | 0.23% | 112 |
|
Other funds holding DUK
