Pinnacle Financial Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.5M | Buy |
127,419
+11,445
| +10% | +$1.3M | 0.29% | 88 |
|
|
2024
Q4 | $12.9M | Buy |
115,974
+607
| +0.5% | +$67.7K | 0.26% | 98 |
|
|
2024
Q3 | $13.3M | Buy |
115,367
+51,218
| +80% | +$5.91M | 0.27% | 98 |
|
|
2024
Q2 | $6.4M | Buy |
64,149
+17,284
| +37% | +$1.72M | 0.14% | 151 |
|
|
2024
Q1 | $4.53M | Buy |
46,865
+32
| +0.1% | +$3.1K | 0.1% | 171 |
|
|
2023
Q4 | $4.54M | Sell |
46,833
-12,686
| -21% | -$1.23M | 0.11% | 166 |
|
|
2023
Q3 | $5.25M | Buy |
59,519
+10,903
| +22% | +$962K | 0.14% | 147 |
|
|
2023
Q2 | $4.36M | Sell |
48,616
-1,591
| -3% | -$143K | 0.11% | 153 |
|
|
2023
Q1 | $4.84M | Sell |
50,207
-1,339
| -3% | -$129K | 0.13% | 145 |
|
|
2022
Q4 | $5.31M | Buy |
51,546
+98
| +0.2% | +$10.1K | 0.15% | 133 |
|
|
2022
Q3 | $4.79M | Sell |
51,448
-4,828
| -9% | -$449K | 0.17% | 135 |
|
|
2022
Q2 | $6.03M | Sell |
56,276
-22,213
| -28% | -$2.38M | 0.21% | 124 |
|
|
2022
Q1 | $8.76M | Sell |
78,489
-44,318
| -36% | -$4.95M | 0.28% | 106 |
|
|
2021
Q4 | $12.9M | Buy |
122,807
+3,045
| +3% | +$319K | 0.4% | 76 |
|
|
2021
Q3 | $11.7M | Buy |
119,762
+3,229
| +3% | +$315K | 0.41% | 75 |
|
|
2021
Q2 | $11.5M | Buy |
116,533
+2,388
| +2% | +$236K | 0.47% | 72 |
|
|
2021
Q1 | $11M | Buy |
114,145
+3,947
| +4% | +$381K | 0.5% | 67 |
|
|
2020
Q4 | $10.1M | Buy |
110,198
+634
| +0.6% | +$58K | 0.5% | 60 |
|
|
2020
Q3 | $9.7M | Buy |
109,564
+1,295
| +1% | +$115K | 0.53% | 58 |
|
|
2020
Q2 | $8.65M | Buy |
108,269
+2,120
| +2% | +$169K | 0.49% | 58 |
|
|
2020
Q1 | $8.59M | Buy |
106,149
+17,769
| +20% | +$1.44M | 0.59% | 46 |
|
|
2019
Q4 | $8.06M | Buy |
88,380
+607
| +0.7% | +$55.4K | 0.5% | 59 |
|
|
2019
Q3 | $8.41M | Buy |
87,773
+4,606
| +6% | +$442K | 0.6% | 51 |
|
|
2019
Q2 | $7.34M | Buy |
83,167
+951
| +1% | +$83.9K | 0.55% | 53 |
|
|
2019
Q1 | $7.4M | Buy |
82,216
+5,504
| +7% | +$495K | 0.6% | 52 |
|
|
2018
Q4 | $6.62M | Buy |
76,712
+8,242
| +12% | +$711K | 0.63% | 48 |
|
|
2018
Q3 | $5.48M | Buy |
68,470
+1,628
| +2% | +$130K | 0.46% | 63 |
|
|
2018
Q2 | $5.29M | Sell |
66,842
-1,429
| -2% | -$113K | 0.5% | 60 |
|
|
2018
Q1 | $5.29M | Sell |
68,271
-647
| -0.9% | -$50.1K | 0.54% | 54 |
|
|
2017
Q4 | $5.8M | Buy |
68,918
+3,859
| +6% | +$325K | 0.61% | 43 |
|
|
2017
Q3 | $5.46M | Buy |
65,059
+7,490
| +13% | +$629K | 0.7% | 35 |
|
|
2017
Q2 | $4.81M | Buy |
57,569
+19,564
| +51% | +$1.64M | 0.68% | 44 |
|
|
2017
Q1 | $3.12M | Buy |
38,005
+9,267
| +32% | +$760K | 0.61% | 52 |
|
|
2016
Q4 | $2.23M | Buy |
28,738
+831
| +3% | +$64.5K | 0.48% | 69 |
|
|
2016
Q3 | $2.37M | Sell |
27,907
-698
| -2% | -$59.2K | 0.53% | 55 |
|
|
2016
Q2 | $2.43M | Sell |
28,605
-536
| -2% | -$45.6K | 0.56% | 54 |
|
|
2016
Q1 | $2.35M | Buy |
29,141
+3,759
| +15% | +$303K | 0.6% | 50 |
|
|
2015
Q4 | $1.81M | Buy |
25,382
+1,786
| +8% | +$128K | 0.56% | 55 |
|
|
2015
Q3 | $1.7M | Sell |
23,596
-467
| -2% | -$33.6K | 0.53% | 61 |
|
|
2015
Q2 | $1.7M | Buy |
24,063
+1,852
| +8% | +$131K | 0.54% | 61 |
|
|
2015
Q1 | $1.71M | Buy |
22,211
+2,188
| +11% | +$168K | 0.57% | 60 |
|
|
2014
Q4 | $1.67M | Buy |
20,023
+93
| +0.5% | +$7.77K | 0.58% | 59 |
|
|
2014
Q3 | $1.49M | Buy |
19,930
+476
| +2% | +$35.6K | 0.57% | 61 |
|
|
2014
Q2 | $1.44M | Buy |
19,454
+368
| +2% | +$27.3K | 0.58% | 58 |
|
|
2014
Q1 | $1.36M | Sell |
19,086
-844
| -4% | -$60.1K | 0.61% | 54 |
|
|
2013
Q4 | $1.38M | Buy |
19,930
+1,373
| +7% | +$94.7K | 0.63% | 57 |
|
|
2013
Q3 | $1.24M | Sell |
18,557
-1,243
| -6% | -$83.1K | 0.62% | 61 |
|
|
2013
Q2 | $1.34M | Buy |
+19,800
| New | +$1.34M | 0.7% | 57 |
|