Simmons Bank’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
$3.71M Sell
31,467
-246
-0.8% -$29K 0.26% 95
2025
Q1
$3.87M Sell
31,713
-2,048
-6% -$250K 0.29% 89
2024
Q4
$3.64M Buy
33,761
+1,268
+4% +$137K 0.27% 99
2024
Q3
$3.75M Sell
32,493
-95
-0.3% -$11K 0.27% 91
2024
Q2
$3.27M Buy
32,588
+214
+0.7% +$21.4K 0.25% 95
2024
Q1
$3.13M Buy
32,374
+567
+2% +$54.8K 0.24% 99
2023
Q4
$3.09M Buy
31,807
+316
+1% +$30.7K 0.25% 99
2023
Q3
$2.78M Buy
31,491
+1,211
+4% +$107K 0.25% 98
2023
Q2
$2.72M Buy
30,280
+24
+0.1% +$2.15K 0.23% 104
2023
Q1
$2.92M Buy
30,256
+1,306
+5% +$126K 0.25% 96
2022
Q4
$2.98M Buy
28,950
+68
+0.2% +$7K 0.26% 96
2022
Q3
$2.69M Buy
28,882
+1,083
+4% +$101K 0.25% 94
2022
Q2
$2.98M Buy
27,799
+1,897
+7% +$203K 0.26% 91
2022
Q1
$2.89M Buy
25,902
+1,291
+5% +$144K 0.22% 110
2021
Q4
$2.58M Sell
24,611
-376
-2% -$39.4K 0.18% 123
2021
Q3
$2.44M Buy
24,987
+1,576
+7% +$154K 0.18% 122
2021
Q2
$2.31M Sell
23,411
-473
-2% -$46.7K 0.17% 126
2021
Q1
$2.31M Sell
23,884
-2,417
-9% -$233K 0.17% 126
2020
Q4
$2.41M Sell
26,301
-5,386
-17% -$493K 0.19% 120
2020
Q3
$2.81M Sell
31,687
-255
-0.8% -$22.6K 0.23% 102
2020
Q2
$2.55M Buy
31,942
+1,658
+5% +$132K 0.21% 105
2020
Q1
$2.45M Buy
30,284
+3,990
+15% +$323K 0.21% 90
2019
Q4
$2.4M Sell
26,294
-3,424
-12% -$312K 0.22% 104
2019
Q3
$2.85M Buy
29,718
+1,252
+4% +$120K 0.28% 84
2019
Q2
$2.51M Sell
28,466
-101
-0.4% -$8.91K 0.24% 94
2019
Q1
$2.57M Buy
28,567
+592
+2% +$53.3K 0.25% 90
2018
Q4
$2.41M Sell
27,975
-88
-0.3% -$7.59K 0.27% 79
2018
Q3
$2.25M Sell
28,063
-33,445
-54% -$2.68M 0.22% 100
2018
Q2
$4.86M Buy
61,508
+14,243
+30% +$1.13M 0.44% 47
2018
Q1
$3.66M Buy
47,265
+3,901
+9% +$302K 0.33% 56
2017
Q4
$3.65M Buy
43,364
+17,853
+70% +$1.5M 0.37% 52
2017
Q3
$2.14M Buy
25,511
+3,532
+16% +$296K 0.22% 99
2017
Q2
$1.84M Buy
21,979
+2,115
+11% +$177K 0.21% 101
2017
Q1
$1.63M Buy
19,864
+267
+1% +$21.9K 0.18% 102
2016
Q4
$1.52M Buy
19,597
+933
+5% +$72.4K 0.17% 117
2016
Q3
$1.49M Sell
18,664
-69
-0.4% -$5.52K 0.16% 116
2016
Q2
$1.61M Buy
18,733
+321
+2% +$27.5K 0.18% 111
2016
Q1
$1.49M Buy
+18,412
New +$1.49M 0.17% 121