MML Investors Services’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 | $43M | Buy |
364,346
+21,817
| +6% | +$2.57M | 0.12% | 169 |
|
|
2025
Q1 | $41.8M | Buy |
342,529
+23,069
| +7% | +$2.81M | 0.14% | 161 |
|
|
2024
Q4 | $34.4M | Buy |
319,460
+63,618
| +25% | +$6.85M | 0.12% | 182 |
|
|
2024
Q3 | $29.5M | Sell |
255,842
-8,211
| -3% | -$947K | 0.11% | 199 |
|
|
2024
Q2 | $26.5M | Sell |
264,053
-24,804
| -9% | -$2.49M | 0.11% | 201 |
|
|
2024
Q1 | $27.9M | Sell |
288,857
-1,532
| -0.5% | -$148K | 0.12% | 195 |
|
|
2023
Q4 | $28.2M | Buy |
290,389
+38,795
| +15% | +$3.76M | 0.13% | 178 |
|
|
2023
Q3 | $22.2M | Sell |
251,594
-1,526
| -0.6% | -$135K | 0.12% | 180 |
|
|
2023
Q2 | $22.7M | Buy |
253,120
+40,734
| +19% | +$3.66M | 0.13% | 186 |
|
|
2023
Q1 | $20.5M | Sell |
212,386
-8,692
| -4% | -$839K | 0.14% | 158 |
|
|
2022
Q4 | $22.8M | Buy |
221,078
+20,974
| +10% | +$2.16M | 0.15% | 151 |
|
|
2022
Q3 | $18.6M | Buy |
200,104
+12,631
| +7% | +$1.17M | 0.14% | 165 |
|
|
2022
Q2 | $20.1M | Buy |
187,473
+52,222
| +39% | +$5.6M | 0.15% | 152 |
|
|
2022
Q1 | $15.1M | Buy |
135,251
+4,499
| +3% | +$502K | 0.11% | 204 |
|
|
2021
Q4 | $13.7M | Buy |
130,752
+4,180
| +3% | +$438K | 0.1% | 220 |
|
|
2021
Q3 | $12.4M | Buy |
126,572
+8,462
| +7% | +$826K | 0.1% | 224 |
|
|
2021
Q2 | $11.7M | Buy |
118,110
+6,454
| +6% | +$637K | 0.1% | 226 |
|
|
2021
Q1 | $10.8M | Buy |
111,656
+8,005
| +8% | +$773K | 0.1% | 218 |
|
|
2020
Q4 | $9.49M | Buy |
103,651
+5,644
| +6% | +$517K | 0.1% | 202 |
|
|
2020
Q3 | $8.68M | Sell |
98,007
-1,297
| -1% | -$115K | 0.11% | 194 |
|
|
2020
Q2 | $7.93M | Buy |
99,304
+8,911
| +10% | +$712K | 0.11% | 200 |
|
|
2020
Q1 | $7.31M | Buy |
90,393
+8,200
| +10% | +$663K | 0.13% | 186 |
|
|
2019
Q4 | $7.5M | Buy |
82,193
+4,377
| +6% | +$399K | 0.11% | 210 |
|
|
2019
Q3 | $7.46M | Sell |
77,816
-36,167
| -32% | -$3.47M | 0.12% | 187 |
|
|
2019
Q2 | $10.1M | Buy |
113,983
+3,230
| +3% | +$285K | 0.14% | 170 |
|
|
2019
Q1 | $9.97M | Buy |
110,753
+14,030
| +15% | +$1.26M | 0.15% | 159 |
|
|
2018
Q4 | $8.35M | Buy |
96,723
+15,299
| +19% | +$1.32M | 0.15% | 172 |
|
|
2018
Q3 | $6.52M | Buy |
81,424
+28,358
| +53% | +$2.27M | 0.11% | 204 |
|
|
2018
Q2 | $4.2M | Buy |
53,066
+6,738
| +15% | +$533K | 0.09% | 221 |
|
|
2018
Q1 | $3.59M | Sell |
46,328
-4,588
| -9% | -$355K | 0.08% | 236 |
|
|
2017
Q4 | $4.28M | Buy |
50,916
+6,969
| +16% | +$586K | 0.08% | 206 |
|
|
2017
Q3 | $3.69M | Sell |
43,947
-3,524
| -7% | -$296K | 0.08% | 218 |
|
|
2017
Q2 | $3.97M | Buy |
47,471
+2,691
| +6% | +$225K | 0.08% | 204 |
|
|
2017
Q1 | $3.67M | Buy |
44,780
+41,710
| +1,359% | +$3.42M | 0.07% | 97 |
|
|
2016
Q4 | $238K | Buy |
+3,070
| New | +$238K | 0.27% | 43 |
|