SouthState Corp’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 | $5.58M | Sell |
47,276
-1,000
| -2% | -$118K | 0.24% | 91 |
|
|
2025
Q1 | $5.89M | Buy |
48,276
+1,628
| +3% | +$199K | 0.27% | 85 |
|
|
2024
Q4 | $5.03M | Sell |
46,648
-829
| -2% | -$89.3K | 0.33% | 74 |
|
|
2024
Q3 | $5.47M | Sell |
47,477
-18,036
| -28% | -$2.08M | 0.38% | 65 |
|
|
2024
Q2 | $6.57M | Sell |
65,513
-1,474
| -2% | -$148K | 0.48% | 57 |
|
|
2024
Q1 | $6.48M | Sell |
66,987
-16,606
| -20% | -$1.61M | 0.5% | 57 |
|
|
2023
Q4 | $8.11M | Sell |
83,593
-1,616
| -2% | -$157K | 0.69% | 46 |
|
|
2023
Q3 | $7.52M | Sell |
85,209
-1,247
| -1% | -$110K | 0.71% | 47 |
|
|
2023
Q2 | $7.76M | Sell |
86,456
-3,546
| -4% | -$318K | 0.69% | 45 |
|
|
2023
Q1 | $8.68M | Sell |
90,002
-3,232
| -3% | -$312K | 0.8% | 42 |
|
|
2022
Q4 | $9.6M | Buy |
93,234
+1,207
| +1% | +$124K | 0.89% | 36 |
|
|
2022
Q3 | $8.56M | Sell |
92,027
-1,100
| -1% | -$102K | 0.85% | 40 |
|
|
2022
Q2 | $9.98M | Buy |
93,127
+1,193
| +1% | +$128K | 0.94% | 33 |
|
|
2022
Q1 | $10.3M | Buy |
91,934
+5,490
| +6% | +$613K | 0.82% | 38 |
|
|
2021
Q4 | $9.07M | Sell |
86,444
-881
| -1% | -$92.4K | 0.71% | 43 |
|
|
2021
Q3 | $8.52M | Buy |
87,325
+3,022
| +4% | +$295K | 0.72% | 44 |
|
|
2021
Q2 | $8.32M | Sell |
84,303
-1,531
| -2% | -$151K | 0.72% | 43 |
|
|
2021
Q1 | $8.29M | Buy |
85,834
+748
| +0.9% | +$72.2K | 0.77% | 41 |
|
|
2020
Q4 | $7.79M | Sell |
85,086
-3,044
| -3% | -$279K | 0.77% | 40 |
|
|
2020
Q3 | $7.8M | Sell |
88,130
-1,761
| -2% | -$156K | 0.81% | 39 |
|
|
2020
Q2 | $7.16M | Buy |
89,891
+1,017
| +1% | +$81.1K | 0.88% | 34 |
|
|
2020
Q1 | $7.17M | Buy |
88,874
+5,127
| +6% | +$414K | 1.06% | 30 |
|
|
2019
Q4 | $7.64M | Sell |
83,747
-138
| -0.2% | -$12.6K | 0.88% | 35 |
|
|
2019
Q3 | $8.04M | Sell |
83,885
-5,693
| -6% | -$546K | 1.01% | 31 |
|
|
2019
Q2 | $7.9M | Sell |
89,578
-12,486
| -12% | -$1.1M | 0.91% | 35 |
|
|
2019
Q1 | $9.19M | Sell |
102,064
-1,036
| -1% | -$93.2K | 0.95% | 36 |
|
|
2018
Q4 | $8.9M | Buy |
103,100
+247
| +0.2% | +$21.3K | 1.03% | 30 |
|
|
2018
Q3 | $8.23M | Buy |
102,853
+2,679
| +3% | +$214K | 0.85% | 45 |
|
|
2018
Q2 | $7.92M | Sell |
100,174
-3,896
| -4% | -$308K | 0.89% | 40 |
|
|
2018
Q1 | $8.06M | Sell |
104,070
-7,635
| -7% | -$591K | 0.93% | 38 |
|
|
2017
Q4 | $9.4M | Buy |
111,705
+3,392
| +3% | +$285K | 1.01% | 28 |
|
|
2017
Q3 | $9.09K | Sell |
108,313
-3,090
| -3% | -$259 | 1.02% | 25 |
|
|
2017
Q2 | $9.31M | Sell |
111,403
-13,438
| -11% | -$1.12M | 1.2% | 19 |
|
|
2017
Q1 | $10.2M | Sell |
124,841
-3,401
| -3% | -$279K | 1.34% | 18 |
|
|
2016
Q4 | $9.96M | Sell |
128,242
-2,850
| -2% | -$221K | 1.43% | 15 |
|
|
2016
Q3 | $10.5M | Sell |
131,092
-18,914
| -13% | -$1.51M | 1.6% | 10 |
|
|
2016
Q2 | $12.9M | Sell |
150,006
-337
| -0.2% | -$28.9K | 1.93% | 7 |
|
|
2016
Q1 | $12.1M | Buy |
150,343
+3,635
| +2% | +$293K | 1.89% | 7 |
|
|
2015
Q4 | $10.5M | Buy |
146,708
+4,547
| +3% | +$325K | 1.64% | 8 |
|
|
2015
Q3 | $10.2M | Buy |
142,161
+14,097
| +11% | +$1.01M | 1.56% | 8 |
|
|
2015
Q2 | $9.04M | Buy |
128,064
+16,877
| +15% | +$1.19M | 1.26% | 15 |
|
|
2015
Q1 | $8.54M | Buy |
111,187
+2,894
| +3% | +$222K | 1.21% | 18 |
|
|
2014
Q4 | $9.05M | Buy |
108,293
+8,081
| +8% | +$675K | 1.42% | 13 |
|
|
2014
Q3 | $7.49M | Buy |
100,212
+6,422
| +7% | +$480K | 1.14% | 19 |
|
|
2014
Q2 | $6.96M | Sell |
93,790
-1,639
| -2% | -$122K | 1.15% | 18 |
|
|
2014
Q1 | $6.8M | Buy |
95,429
+2,036
| +2% | +$145K | 1.09% | 20 |
|
|
2013
Q4 | $6.45M | Sell |
93,393
-522
| -0.6% | -$36K | 1.07% | 21 |
|
|
2013
Q3 | $6.27M | Buy |
93,915
+8,632
| +10% | +$576K | 1.16% | 20 |
|
|
2013
Q2 | $5.76M | Buy |
+85,283
| New | +$5.76M | 1.22% | 23 |
|