New York Life Investment Management’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 | $12.5M | Buy |
105,786
+2,072
| +2% | +$244K | 0.12% | 161 |
|
|
2025
Q1 | $12.6M | Buy |
103,714
+146
| +0.1% | +$17.8K | 0.13% | 148 |
|
|
2024
Q4 | $11.2M | Buy |
103,568
+1,006
| +1% | +$108K | 0.11% | 166 |
|
|
2024
Q3 | $11.8M | Sell |
102,562
-3,359
| -3% | -$387K | 0.12% | 166 |
|
|
2024
Q2 | $10.6M | Buy |
105,921
+660
| +0.6% | +$66.2K | 0.11% | 177 |
|
|
2024
Q1 | $10.2M | Sell |
105,261
-3,965
| -4% | -$383K | 0.1% | 185 |
|
|
2023
Q4 | $10.6M | Sell |
109,226
-823
| -0.7% | -$79.9K | 0.11% | 166 |
|
|
2023
Q3 | $9.71M | Buy |
110,049
+740
| +0.7% | +$65.3K | 0.11% | 176 |
|
|
2023
Q2 | $9.81M | Buy |
109,309
+172
| +0.2% | +$15.4K | 0.1% | 180 |
|
|
2023
Q1 | $10.5M | Sell |
109,137
-27,476
| -20% | -$2.65M | 0.12% | 174 |
|
|
2022
Q4 | $14.1M | Sell |
136,613
-516
| -0.4% | -$53.1K | 0.16% | 146 |
|
|
2022
Q3 | $12.8M | Sell |
137,129
-820
| -0.6% | -$76.3K | 0.15% | 143 |
|
|
2022
Q2 | $14.8M | Buy |
+137,949
| New | +$14.8M | 0.17% | 126 |
|
|
2015
Q4 | – | Sell |
-900
| Closed | -$65K | – | 104 |
|
|
2015
Q3 | $65K | Sell |
900
-900
| -50% | -$65K | 0.01% | 237 |
|
|
2015
Q2 | $127K | Hold |
1,800
| – | – | 0.01% | 220 |
|
|
2015
Q1 | $138K | Hold |
1,800
| – | – | 0.02% | 213 |
|
|
2014
Q4 | $150K | Buy |
+1,800
| New | +$150K | 0.02% | 230 |
|