NBT Bank’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 | $626K | Sell |
5,309
-724
| -12% | -$85.4K | 0.04% | 249 |
|
|
2025
Q1 | $736K | Sell |
6,033
-220
| -4% | -$26.8K | 0.05% | 232 |
|
|
2024
Q4 | $674K | Buy |
6,253
+281
| +5% | +$30.3K | 0.05% | 245 |
|
|
2024
Q3 | $689K | Buy |
5,972
+186
| +3% | +$21.4K | 0.05% | 247 |
|
|
2024
Q2 | $580K | Sell |
5,786
-98
| -2% | -$9.82K | 0.04% | 264 |
|
|
2024
Q1 | $569K | Buy |
5,884
+191
| +3% | +$18.5K | 0.04% | 259 |
|
|
2023
Q4 | $552K | Buy |
5,693
+51
| +0.9% | +$4.95K | 0.04% | 253 |
|
|
2023
Q3 | $498K | Sell |
5,642
-45
| -0.8% | -$3.97K | 0.05% | 219 |
|
|
2023
Q2 | $510K | Sell |
5,687
-244
| -4% | -$21.9K | 0.07% | 174 |
|
|
2023
Q1 | $572K | Buy |
5,931
+142
| +2% | +$13.7K | 0.08% | 167 |
|
|
2022
Q4 | $596K | Buy |
5,789
+1,075
| +23% | +$111K | 0.09% | 160 |
|
|
2022
Q3 | $439K | Sell |
4,714
-96
| -2% | -$8.94K | 0.07% | 171 |
|
|
2022
Q2 | $515K | Hold |
4,810
| – | – | 0.08% | 159 |
|
|
2022
Q1 | $538K | Hold |
4,810
| – | – | 0.07% | 163 |
|
|
2021
Q4 | $504K | Sell |
4,810
-100
| -2% | -$10.5K | 0.06% | 168 |
|
|
2021
Q3 | $479K | Sell |
4,910
-75
| -2% | -$7.32K | 0.07% | 166 |
|
|
2021
Q2 | $492K | Hold |
4,985
| – | – | 0.07% | 168 |
|
|
2021
Q1 | $481K | Sell |
4,985
-15
| -0.3% | -$1.45K | 0.07% | 168 |
|
|
2020
Q4 | $457K | Sell |
5,000
-1,683
| -25% | -$154K | 0.07% | 162 |
|
|
2020
Q3 | $592K | Buy |
6,683
+1,768
| +36% | +$157K | 0.1% | 145 |
|
|
2020
Q2 | $393K | Buy |
4,915
+65
| +1% | +$5.2K | 0.07% | 161 |
|
|
2020
Q1 | $393K | Sell |
4,850
-7
| -0.1% | -$567 | 0.08% | 152 |
|
|
2019
Q4 | $443K | Hold |
4,857
| – | – | 0.07% | 160 |
|
|
2019
Q3 | $465K | Sell |
4,857
-33
| -0.7% | -$3.16K | 0.08% | 153 |
|
|
2019
Q2 | $431K | Sell |
4,890
-253
| -5% | -$22.3K | 0.08% | 151 |
|
|
2019
Q1 | $463K | Hold |
5,143
| – | – | 0.08% | 149 |
|
|
2018
Q4 | $444K | Buy |
5,143
+509
| +11% | +$43.9K | 0.07% | 151 |
|
|
2018
Q3 | $371K | Sell |
4,634
-13
| -0.3% | -$1.04K | 0.06% | 153 |
|
|
2018
Q2 | $367K | Sell |
4,647
-1,343
| -22% | -$106K | 0.07% | 149 |
|
|
2018
Q1 | $464K | Sell |
5,990
-2
| -0% | -$155 | 0.08% | 148 |
|
|
2017
Q4 | $504K | Sell |
5,992
-30
| -0.5% | -$2.52K | 0.08% | 147 |
|
|
2017
Q3 | $505K | Hold |
6,022
| – | – | 0.08% | 151 |
|
|
2017
Q2 | $503K | Hold |
6,022
| – | – | 0.08% | 149 |
|
|
2017
Q1 | $493K | Sell |
6,022
-111
| -2% | -$9.09K | 0.08% | 152 |
|
|
2016
Q4 | $476K | Buy |
6,133
+301
| +5% | +$23.4K | 0.08% | 148 |
|
|
2016
Q3 | $467K | Sell |
5,832
-915
| -14% | -$73.3K | 0.08% | 149 |
|
|
2016
Q2 | $579K | Buy |
6,747
+220
| +3% | +$18.9K | 0.1% | 135 |
|
|
2016
Q1 | $527K | Buy |
6,527
+1,609
| +33% | +$130K | 0.09% | 137 |
|
|
2015
Q4 | $351K | Hold |
4,918
| – | – | 0.06% | 150 |
|
|
2015
Q3 | $354K | Sell |
4,918
-21
| -0.4% | -$1.51K | 0.07% | 147 |
|
|
2015
Q2 | $349K | Buy |
4,939
+1,470
| +42% | +$104K | 0.06% | 152 |
|
|
2015
Q1 | $266K | Buy |
3,469
+352
| +11% | +$27K | 0.04% | 177 |
|
|
2014
Q4 | $260K | Sell |
3,117
-900
| -22% | -$75.1K | 0.04% | 178 |
|
|
2014
Q3 | $301K | Buy |
4,017
+611
| +18% | +$45.8K | 0.05% | 173 |
|
|
2014
Q2 | $253K | Sell |
3,406
-500
| -13% | -$37.1K | 0.04% | 186 |
|
|
2014
Q1 | $278K | Buy |
3,906
+525
| +16% | +$37.4K | 0.04% | 182 |
|
|
2013
Q4 | $233K | Sell |
3,381
-1,225
| -27% | -$84.4K | 0.03% | 193 |
|
|
2013
Q3 | $308K | Sell |
4,606
-1,298
| -22% | -$86.8K | 0.05% | 177 |
|
|
2013
Q2 | $399K | Buy |
+5,904
| New | +$399K | 0.06% | 155 |
|