Savant Capital’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 | $11.4M | Buy |
97,005
+5,708
| +6% | +$674K | 0.07% | 166 |
|
|
2025
Q1 | $11.1M | Buy |
91,297
+7,563
| +9% | +$922K | 0.08% | 155 |
|
|
2024
Q4 | $9.02M | Buy |
83,734
+4
| +0% | +$431 | 0.07% | 170 |
|
|
2024
Q3 | $9.65M | Buy |
83,730
+1,599
| +2% | +$184K | 0.08% | 156 |
|
|
2024
Q2 | $8.23M | Buy |
82,131
+793
| +1% | +$79.5K | 0.08% | 157 |
|
|
2024
Q1 | $7.87M | Buy |
81,338
+1,706
| +2% | +$165K | 0.09% | 144 |
|
|
2023
Q4 | $7.73M | Sell |
79,632
-130
| -0.2% | -$12.6K | 0.1% | 139 |
|
|
2023
Q3 | $7.04M | Buy |
79,762
+6,450
| +9% | +$569K | 0.11% | 139 |
|
|
2023
Q2 | $6.58M | Buy |
73,312
+25,375
| +53% | +$2.28M | 0.1% | 136 |
|
|
2023
Q1 | $4.62M | Buy |
47,937
+32,864
| +218% | +$3.17M | 0.09% | 149 |
|
|
2022
Q4 | $1.53M | Sell |
15,073
-2,671
| -15% | -$271K | 0.04% | 198 |
|
|
2022
Q3 | $1.65M | Buy |
17,744
+2,956
| +20% | +$275K | 0.05% | 172 |
|
|
2022
Q2 | $1.59M | Sell |
14,788
-494
| -3% | -$52.9K | 0.05% | 178 |
|
|
2022
Q1 | $1.71M | Buy |
15,282
+449
| +3% | +$50.1K | 0.06% | 179 |
|
|
2021
Q4 | $1.56M | Sell |
14,833
-123
| -0.8% | -$12.9K | 0.05% | 191 |
|
|
2021
Q3 | $1.46M | Buy |
14,956
+2,896
| +24% | +$283K | 0.05% | 184 |
|
|
2021
Q2 | $1.19M | Buy |
12,060
+228
| +2% | +$22.5K | 0.05% | 185 |
|
|
2021
Q1 | $1.14M | Sell |
11,832
-68
| -0.6% | -$6.56K | 0.06% | 183 |
|
|
2020
Q4 | $1.09M | Sell |
11,900
-215
| -2% | -$19.7K | 0.06% | 179 |
|
|
2020
Q3 | $1.07M | Sell |
12,115
-1,943
| -14% | -$172K | 0.07% | 172 |
|
|
2020
Q2 | $1.12M | Buy |
14,058
+239
| +2% | +$19.1K | 0.09% | 154 |
|
|
2020
Q1 | $1.12M | Buy |
13,819
+2,035
| +17% | +$165K | 0.11% | 143 |
|
|
2019
Q4 | $1.08M | Buy |
11,784
+145
| +1% | +$13.2K | 0.13% | 132 |
|
|
2019
Q3 | $1.12M | Sell |
11,639
-358
| -3% | -$34.3K | 0.16% | 109 |
|
|
2019
Q2 | $1.06M | Sell |
11,997
-330
| -3% | -$29.1K | 0.15% | 115 |
|
|
2019
Q1 | $1.11M | Sell |
12,327
-60
| -0.5% | -$5.4K | 0.21% | 94 |
|
|
2018
Q4 | $1.07M | Buy |
12,387
+1,809
| +17% | +$156K | 0.22% | 85 |
|
|
2018
Q3 | $846K | Buy |
10,578
+125
| +1% | +$10K | 0.15% | 114 |
|
|
2018
Q2 | $827K | Sell |
10,453
-10
| -0.1% | -$791 | 0.18% | 103 |
|
|
2018
Q1 | $811K | Sell |
10,463
-515
| -5% | -$39.9K | 0.17% | 104 |
|
|
2017
Q4 | $923K | Buy |
10,978
+211
| +2% | +$17.7K | 0.19% | 90 |
|
|
2017
Q3 | $904K | Buy |
10,767
+22
| +0.2% | +$1.85K | 0.2% | 81 |
|
|
2017
Q2 | $898K | Sell |
10,745
-495
| -4% | -$41.4K | 0.21% | 77 |
|
|
2017
Q1 | $922K | Buy |
11,240
+39
| +0.3% | +$3.2K | 0.23% | 74 |
|
|
2016
Q4 | $869K | Sell |
11,201
-23
| -0.2% | -$1.78K | 0.23% | 74 |
|
|
2016
Q3 | $898K | Sell |
11,224
-330
| -3% | -$26.4K | 0.25% | 70 |
|
|
2016
Q2 | $991K | Buy |
11,554
+280
| +2% | +$24K | 0.28% | 57 |
|
|
2016
Q1 | $910K | Buy |
11,274
+520
| +5% | +$42K | 0.28% | 61 |
|
|
2015
Q4 | $768K | Sell |
10,754
-310
| -3% | -$22.1K | 0.24% | 68 |
|
|
2015
Q3 | $796K | Sell |
11,064
-134
| -1% | -$9.64K | 0.29% | 61 |
|
|
2015
Q2 | $791K | Sell |
11,198
-263
| -2% | -$18.6K | 0.27% | 66 |
|
|
2015
Q1 | $880K | Buy |
11,461
+1,445
| +14% | +$111K | 0.31% | 58 |
|
|
2014
Q4 | $837K | Sell |
10,016
-70
| -0.7% | -$5.85K | 0.32% | 55 |
|
|
2014
Q3 | $754K | Buy |
10,086
+142
| +1% | +$10.6K | 0.32% | 55 |
|
|
2014
Q2 | $738K | Sell |
9,944
-5
| -0.1% | -$371 | 0.32% | 51 |
|
|
2014
Q1 | $709K | Buy |
+9,949
| New | +$709K | 0.33% | 54 |
|