Northwestern Mutual Wealth 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 | $14.6M | Sell |
123,362
-8,552
| -6% | -$1.01M | 0.01% | 441 |
|
|
2025
Q1 | $16.1M | Buy |
131,914
+11,340
| +9% | +$1.38M | 0.01% | 387 |
|
|
2024
Q4 | $13M | Sell |
120,574
-5,068
| -4% | -$546K | 0.01% | 408 |
|
|
2024
Q3 | $14.5M | Sell |
125,642
-9,995
| -7% | -$1.15M | 0.01% | 373 |
|
|
2024
Q2 | $13.6M | Buy |
135,637
+3,115
| +2% | +$312K | 0.01% | 360 |
|
|
2024
Q1 | $12.8M | Buy |
132,522
+2,932
| +2% | +$284K | 0.01% | 368 |
|
|
2023
Q4 | $12.6M | Sell |
129,590
-6,123
| -5% | -$594K | 0.01% | 352 |
|
|
2023
Q3 | $12M | Sell |
135,713
-4,238
| -3% | -$374K | 0.02% | 341 |
|
|
2023
Q2 | $12.6M | Sell |
139,951
-2,606
| -2% | -$234K | 0.02% | 329 |
|
|
2023
Q1 | $13.8M | Buy |
142,557
+7,915
| +6% | +$764K | 0.02% | 305 |
|
|
2022
Q4 | $13.9M | Buy |
134,642
+10,500
| +8% | +$1.08M | 0.02% | 283 |
|
|
2022
Q3 | $11.5M | Buy |
124,142
+1,000
| +0.8% | +$93K | 0.02% | 280 |
|
|
2022
Q2 | $13.2M | Buy |
123,142
+12,634
| +11% | +$1.35M | 0.02% | 261 |
|
|
2022
Q1 | $12.3M | Buy |
110,508
+11,697
| +12% | +$1.31M | 0.02% | 276 |
|
|
2021
Q4 | $10.4M | Buy |
98,811
+5,885
| +6% | +$617K | 0.02% | 287 |
|
|
2021
Q3 | $9.07M | Buy |
92,926
+5,998
| +7% | +$585K | 0.02% | 284 |
|
|
2021
Q2 | $8.58M | Buy |
86,928
+8,925
| +11% | +$881K | 0.02% | 279 |
|
|
2021
Q1 | $7.53M | Sell |
78,003
-208
| -0.3% | -$20.1K | 0.02% | 269 |
|
|
2020
Q4 | $7.16M | Buy |
78,211
+5,496
| +8% | +$503K | 0.02% | 271 |
|
|
2020
Q3 | $6.44M | Buy |
72,715
+5,165
| +8% | +$457K | 0.02% | 261 |
|
|
2020
Q2 | $5.4M | Sell |
67,550
-822
| -1% | -$65.7K | 0.02% | 265 |
|
|
2020
Q1 | $5.53M | Sell |
68,372
-6,991
| -9% | -$565K | 0.02% | 240 |
|
|
2019
Q4 | $6.87M | Buy |
75,363
+1,835
| +2% | +$167K | 0.02% | 236 |
|
|
2019
Q3 | $7.05M | Buy |
73,528
+1,547
| +2% | +$148K | 0.03% | 222 |
|
|
2019
Q2 | $6.35M | Buy |
71,981
+3,173
| +5% | +$280K | 0.03% | 228 |
|
|
2019
Q1 | $6.19M | Sell |
68,808
-7,934
| -10% | -$714K | 0.03% | 228 |
|
|
2018
Q4 | $6.62M | Buy |
76,742
+15,175
| +25% | +$1.31M | 0.03% | 205 |
|
|
2018
Q3 | $4.93M | Sell |
61,567
-1,547
| -2% | -$124K | 0.02% | 224 |
|
|
2018
Q2 | $4.99M | Buy |
63,114
+1,167
| +2% | +$92.3K | 0.03% | 212 |
|
|
2018
Q1 | $4.8M | Buy |
61,947
+6,268
| +11% | +$486K | 0.03% | 207 |
|
|
2017
Q4 | $4.68M | Buy |
55,679
+3,500
| +7% | +$294K | 0.03% | 205 |
|
|
2017
Q3 | $4.38M | Buy |
52,179
+3,666
| +8% | +$308K | 0.03% | 204 |
|
|
2017
Q2 | $4.06M | Buy |
48,513
+406
| +0.8% | +$33.9K | 0.03% | 207 |
|
|
2017
Q1 | $3.95M | Sell |
48,107
-29,280
| -38% | -$2.4M | 0.04% | 200 |
|
|
2016
Q4 | $6.01M | Buy |
77,387
+47,002
| +155% | +$3.65M | 0.07% | 160 |
|
|
2016
Q3 | $2.43M | Sell |
30,385
-8,116
| -21% | -$650K | 0.16% | 89 |
|
|
2016
Q2 | $3.3M | Sell |
38,501
-1,243
| -3% | -$107K | 0.05% | 195 |
|
|
2016
Q1 | $3.21M | Buy |
39,744
+3,155
| +9% | +$255K | 0.05% | 181 |
|
|
2015
Q4 | $2.61M | Buy |
36,589
+3,339
| +10% | +$238K | 0.05% | 191 |
|
|
2015
Q3 | $2.39M | Buy |
33,250
+3,803
| +13% | +$274K | 0.06% | 192 |
|
|
2015
Q2 | $2.08M | Sell |
29,447
-639
| -2% | -$45.1K | 0.05% | 195 |
|
|
2015
Q1 | $2.31M | Sell |
30,086
-470
| -2% | -$36.1K | 0.06% | 179 |
|
|
2014
Q4 | $2.55M | Buy |
30,556
+2,434
| +9% | +$203K | 0.08% | 168 |
|
|
2014
Q3 | $2.1M | Buy |
28,122
+1,769
| +7% | +$132K | 0.07% | 172 |
|
|
2014
Q2 | $1.96M | Buy |
26,353
+443
| +2% | +$32.9K | 0.08% | 166 |
|
|
2014
Q1 | $1.85M | Buy |
25,910
+1,047
| +4% | +$74.6K | 0.08% | 170 |
|
|
2013
Q4 | $1.72M | Buy |
24,863
+4,844
| +24% | +$334K | 0.08% | 163 |
|
|
2013
Q3 | $1.34M | Buy |
20,019
+2,166
| +12% | +$145K | 0.07% | 172 |
|
|
2013
Q2 | $1.21M | Buy |
+17,853
| New | +$1.21M | 0.07% | 166 |
|