Pinnacle Associates’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 | $3.78M | Sell |
32,000
-1,300
| -4% | -$153K | 0.05% | 276 |
|
|
2025
Q1 | $4.06M | Sell |
33,300
-1,599
| -5% | -$195K | 0.06% | 265 |
|
|
2024
Q4 | $3.76M | Buy |
34,899
+6,661
| +24% | +$718K | 0.05% | 275 |
|
|
2024
Q3 | $2.74M | Sell |
28,238
-4,830
| -15% | -$469K | 0.05% | 313 |
|
|
2024
Q2 | $3.31M | Buy |
33,068
+2,531
| +8% | +$254K | 0.05% | 285 |
|
|
2024
Q1 | $2.95M | Buy |
30,537
+2,299
| +8% | +$222K | 0.05% | 313 |
|
|
2023
Q4 | $2.74M | Sell |
28,238
-77
| -0.3% | -$7.47K | 0.05% | 317 |
|
|
2023
Q3 | $2.5M | Sell |
28,315
-483
| -2% | -$42.6K | 0.05% | 321 |
|
|
2023
Q2 | $2.58M | Buy |
28,798
+6,333
| +28% | +$568K | 0.04% | 318 |
|
|
2023
Q1 | $2.17M | Sell |
22,465
-291
| -1% | -$28.1K | 0.04% | 299 |
|
|
2022
Q4 | $2.34M | Buy |
22,756
+1,185
| +5% | +$122K | 0.05% | 278 |
|
|
2022
Q3 | $2.01M | Sell |
21,571
-178
| -0.8% | -$16.6K | 0.05% | 287 |
|
|
2022
Q2 | $2.33M | Sell |
21,749
-513
| -2% | -$55K | 0.05% | 283 |
|
|
2022
Q1 | $2.49M | Sell |
22,262
-238
| -1% | -$26.6K | 0.04% | 308 |
|
|
2021
Q4 | $2.36M | Buy |
22,500
+1,618
| +8% | +$170K | 0.04% | 327 |
|
|
2021
Q3 | $2.04M | Sell |
20,882
-112
| -0.5% | -$10.9K | 0.04% | 338 |
|
|
2021
Q2 | $2.07M | Sell |
20,994
-1,250
| -6% | -$123K | 0.04% | 331 |
|
|
2021
Q1 | $2.15M | Buy |
22,244
+93
| +0.4% | +$8.98K | 0.04% | 314 |
|
|
2020
Q4 | $2.03M | Buy |
22,151
+128
| +0.6% | +$11.7K | 0.04% | 298 |
|
|
2020
Q3 | $1.95M | Sell |
22,023
-911
| -4% | -$80.7K | 0.05% | 280 |
|
|
2020
Q2 | $1.83M | Buy |
22,934
+97
| +0.4% | +$7.75K | 0.05% | 280 |
|
|
2020
Q1 | $1.85M | Sell |
22,837
-1,275
| -5% | -$103K | 0.06% | 260 |
|
|
2019
Q4 | $2.2M | Buy |
24,112
+550
| +2% | +$50.2K | 0.05% | 294 |
|
|
2019
Q3 | $2.26M | Sell |
23,562
-881
| -4% | -$84.5K | 0.05% | 284 |
|
|
2019
Q2 | $2.16M | Sell |
24,443
-5,290
| -18% | -$467K | 0.05% | 292 |
|
|
2019
Q1 | $2.68M | Buy |
29,733
+232
| +0.8% | +$20.9K | 0.06% | 271 |
|
|
2018
Q4 | $2.55M | Sell |
29,501
-108
| -0.4% | -$9.32K | 0.07% | 266 |
|
|
2018
Q3 | $2.37M | Sell |
29,609
-65
| -0.2% | -$5.2K | 0.05% | 289 |
|
|
2018
Q2 | $2.35M | Buy |
29,674
+2,363
| +9% | +$187K | 0.05% | 287 |
|
|
2018
Q1 | $2.12M | Sell |
27,311
-567
| -2% | -$43.9K | 0.04% | 290 |
|
|
2017
Q4 | $2.35M | Sell |
27,878
-397
| -1% | -$33.4K | 0.05% | 282 |
|
|
2017
Q3 | $2.37M | Sell |
28,275
-1,243
| -4% | -$104K | 0.04% | 285 |
|
|
2017
Q2 | $2.47M | Buy |
29,518
+308
| +1% | +$25.7K | 0.05% | 281 |
|
|
2017
Q1 | $2.4M | Sell |
29,210
-331
| -1% | -$27.2K | 0.05% | 293 |
|
|
2016
Q4 | $2.29M | Sell |
29,541
-200
| -0.7% | -$15.5K | 0.05% | 291 |
|
|
2016
Q3 | $2.38M | Sell |
29,741
-12,017
| -29% | -$962K | 0.05% | 284 |
|
|
2016
Q2 | $3.58M | Sell |
41,758
-1,798
| -4% | -$154K | 0.08% | 235 |
|
|
2016
Q1 | $3.51M | Buy |
43,556
+1,440
| +3% | +$116K | 0.08% | 229 |
|
|
2015
Q4 | $3.01M | Buy |
42,116
+5,632
| +15% | +$402K | 0.06% | 242 |
|
|
2015
Q3 | $2.63M | Sell |
36,484
-776
| -2% | -$55.8K | 0.06% | 257 |
|
|
2015
Q2 | $2.63M | Buy |
37,260
+1,547
| +4% | +$109K | 0.05% | 269 |
|
|
2015
Q1 | $2.74M | Sell |
35,713
-6,081
| -15% | -$467K | 0.05% | 258 |
|
|
2014
Q4 | $3.49M | Sell |
41,794
-4,013
| -9% | -$335K | 0.07% | 230 |
|
|
2014
Q3 | $3.43M | Sell |
45,807
-10,234
| -18% | -$765K | 0.07% | 224 |
|
|
2014
Q2 | $4.16M | Sell |
56,041
-3,300
| -6% | -$245K | 0.08% | 206 |
|
|
2014
Q1 | $4.23M | Sell |
59,341
-36,827
| -38% | -$2.62M | 0.08% | 196 |
|
|
2013
Q4 | $6.64M | Sell |
96,168
-1,439
| -1% | -$99.3K | 0.13% | 156 |
|
|
2013
Q3 | $6.52M | Sell |
97,607
-3,143
| -3% | -$210K | 0.13% | 149 |
|
|
2013
Q2 | $6.8M | Buy |
+100,750
| New | +$6.8M | 0.15% | 143 |
|