Principal Financial Group’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 | $120M | Buy |
1,016,077
+60,355
| +6% | +$7.12M | 0.06% | 248 |
|
|
2025
Q1 | $117M | Buy |
955,722
+143
| +0% | +$17.4K | 0.07% | 240 |
|
|
2024
Q4 | $103M | Sell |
955,579
-4,599
| -0.5% | -$495K | 0.06% | 271 |
|
|
2024
Q3 | $111M | Buy |
960,178
+37,453
| +4% | +$4.32M | 0.06% | 267 |
|
|
2024
Q2 | $92.5M | Sell |
922,725
-12,366
| -1% | -$1.24M | 0.05% | 280 |
|
|
2024
Q1 | $90.4M | Buy |
935,091
+14,835
| +2% | +$1.43M | 0.05% | 295 |
|
|
2023
Q4 | $89.3M | Sell |
920,256
-3,710
| -0.4% | -$360K | 0.06% | 274 |
|
|
2023
Q3 | $81.5M | Sell |
923,966
-2,854
| -0.3% | -$252K | 0.06% | 280 |
|
|
2023
Q2 | $83.2M | Sell |
926,820
-28,034
| -3% | -$2.52M | 0.06% | 297 |
|
|
2023
Q1 | $92.1M | Buy |
954,854
+14,055
| +1% | +$1.36M | 0.07% | 251 |
|
|
2022
Q4 | $96.9M | Sell |
940,799
-22,408
| -2% | -$2.31M | 0.07% | 239 |
|
|
2022
Q3 | $89.6M | Buy |
963,207
+53,001
| +6% | +$4.93M | 0.07% | 232 |
|
|
2022
Q2 | $97.6M | Buy |
910,206
+10,299
| +1% | +$1.1M | 0.07% | 231 |
|
|
2022
Q1 | $100M | Sell |
899,907
-4,139
| -0.5% | -$462K | 0.06% | 258 |
|
|
2021
Q4 | $94.8M | Sell |
904,046
-19,595
| -2% | -$2.06M | 0.06% | 273 |
|
|
2021
Q3 | $90.1M | Buy |
923,641
+10,749
| +1% | +$1.05M | 0.06% | 275 |
|
|
2021
Q2 | $90.1M | Buy |
912,892
+17,297
| +2% | +$1.71M | 0.06% | 274 |
|
|
2021
Q1 | $86.5M | Sell |
895,595
-38,167
| -4% | -$3.68M | 0.06% | 276 |
|
|
2020
Q4 | $85.5M | Sell |
933,762
-64,706
| -6% | -$5.92M | 0.06% | 275 |
|
|
2020
Q3 | $88.4M | Sell |
998,468
-52,883
| -5% | -$4.68M | 0.07% | 252 |
|
|
2020
Q2 | $84M | Buy |
1,051,351
+42,966
| +4% | +$3.43M | 0.07% | 266 |
|
|
2020
Q1 | $81.6M | Buy |
1,008,385
+7,051
| +0.7% | +$570K | 0.09% | 239 |
|
|
2019
Q4 | $91.3M | Sell |
1,001,334
-37,058
| -4% | -$3.38M | 0.08% | 280 |
|
|
2019
Q3 | $99.5M | Buy |
1,038,392
+7,581
| +0.7% | +$727K | 0.09% | 258 |
|
|
2019
Q2 | $91M | Sell |
1,030,811
-3,593
| -0.3% | -$317K | 0.08% | 268 |
|
|
2019
Q1 | $93.1M | Buy |
1,034,404
+9,846
| +1% | +$886K | 0.09% | 255 |
|
|
2018
Q4 | $88.4M | Sell |
1,024,558
-2,025
| -0.2% | -$175K | 0.09% | 246 |
|
|
2018
Q3 | $82.1M | Buy |
1,026,583
+26,202
| +3% | +$2.1M | 0.07% | 294 |
|
|
2018
Q2 | $79.1M | Buy |
1,000,381
+3,865
| +0.4% | +$306K | 0.07% | 289 |
|
|
2018
Q1 | $77.2M | Sell |
996,516
-13,932
| -1% | -$1.08M | 0.07% | 298 |
|
|
2017
Q4 | $85M | Buy |
1,010,448
+28,752
| +3% | +$2.42M | 0.08% | 294 |
|
|
2017
Q3 | $82.4M | Sell |
981,696
-23,870
| -2% | -$2M | 0.08% | 300 |
|
|
2017
Q2 | $84.1M | Buy |
1,005,566
+12,679
| +1% | +$1.06M | 0.08% | 292 |
|
|
2017
Q1 | $81.4M | Buy |
992,887
+36,759
| +4% | +$3.01M | 0.1% | 220 |
|
|
2016
Q4 | $74.2M | Sell |
956,128
-9,360
| -1% | -$727K | 0.09% | 225 |
|
|
2016
Q3 | $77.3M | Buy |
965,488
+20,603
| +2% | +$1.65M | 0.1% | 212 |
|
|
2016
Q2 | $81.1M | Buy |
944,885
+23,646
| +3% | +$2.03M | 0.11% | 195 |
|
|
2016
Q1 | $74.3M | Buy |
921,239
+22,886
| +3% | +$1.85M | 0.11% | 212 |
|
|
2015
Q4 | $64.1M | Buy |
898,353
+16,461
| +2% | +$1.18M | 0.1% | 233 |
|
|
2015
Q3 | $63.4M | Sell |
881,892
-165
| -0% | -$11.9K | 0.1% | 228 |
|
|
2015
Q2 | $62.3M | Sell |
882,057
-16,396
| -2% | -$1.16M | 0.09% | 248 |
|
|
2015
Q1 | $69M | Buy |
898,453
+33,480
| +4% | +$2.57M | 0.1% | 236 |
|
|
2014
Q4 | $72.3M | Buy |
864,973
+47,808
| +6% | +$3.99M | 0.11% | 231 |
|
|
2014
Q3 | $61.1M | Buy |
817,165
+8,175
| +1% | +$611K | 0.1% | 237 |
|
|
2014
Q2 | $60M | Buy |
808,990
+15,013
| +2% | +$1.11M | 0.1% | 250 |
|
|
2014
Q1 | $56.5M | Buy |
793,977
+6,670
| +0.8% | +$475K | 0.1% | 255 |
|
|
2013
Q4 | $54.3M | Buy |
787,307
+7,090
| +0.9% | +$489K | 0.1% | 251 |
|
|
2013
Q3 | $52.1M | Sell |
780,217
-10,988
| -1% | -$734K | 0.11% | 236 |
|
|
2013
Q2 | $53.4M | Buy |
+791,205
| New | +$53.4M | 0.12% | 221 |
|