Stifel Financial’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.1M | Buy |
806,277
+43,062
| +6% | +$5.08M | 0.09% | 219 |
|
|
2025
Q1 | $93.1M | Buy |
763,215
+46,694
| +7% | +$5.7M | 0.1% | 219 |
|
|
2024
Q4 | $77.2M | Buy |
716,521
+11,031
| +2% | +$1.19M | 0.08% | 242 |
|
|
2024
Q3 | $81.3M | Sell |
705,490
-60,268
| -8% | -$6.95M | 0.09% | 237 |
|
|
2024
Q2 | $76.8M | Sell |
765,758
-4,981
| -0.6% | -$499K | 0.09% | 231 |
|
|
2024
Q1 | $74.5M | Buy |
770,739
+29,861
| +4% | +$2.89M | 0.08% | 236 |
|
|
2023
Q4 | $71.9M | Sell |
740,878
-4,854
| -0.7% | -$471K | 0.09% | 221 |
|
|
2023
Q3 | $65.8M | Buy |
745,732
+21,093
| +3% | +$1.86M | 0.09% | 224 |
|
|
2023
Q2 | $65M | Buy |
724,639
+94,653
| +15% | +$8.49M | 0.09% | 226 |
|
|
2023
Q1 | $60.8M | Sell |
629,986
-1,286
| -0.2% | -$124K | 0.09% | 231 |
|
|
2022
Q4 | $65M | Sell |
631,272
-609,247
| -49% | -$62.7M | 0.1% | 214 |
|
|
2022
Q3 | $115M | Buy |
1,240,519
+39,226
| +3% | +$3.65M | 0.19% | 127 |
|
|
2022
Q2 | $129M | Buy |
1,201,293
+645,444
| +116% | +$69.2M | 0.2% | 117 |
|
|
2022
Q1 | $62.1M | Buy |
555,849
+17,617
| +3% | +$1.97M | 0.08% | 225 |
|
|
2021
Q4 | $56.5M | Buy |
538,232
+16,478
| +3% | +$1.73M | 0.07% | 236 |
|
|
2021
Q3 | $50.9M | Sell |
521,754
-32,971
| -6% | -$3.22M | 0.07% | 247 |
|
|
2021
Q2 | $54.8M | Buy |
554,725
+815
| +0.1% | +$80.5K | 0.08% | 231 |
|
|
2021
Q1 | $53.5M | Sell |
553,910
-532,557
| -49% | -$51.4M | 0.09% | 221 |
|
|
2020
Q4 | $99.5M | Sell |
1,086,467
-44,159
| -4% | -$4.04M | 0.18% | 128 |
|
|
2020
Q3 | $100M | Buy |
1,130,626
+12,340
| +1% | +$1.09M | 0.21% | 116 |
|
|
2020
Q2 | $89.3M | Buy |
1,118,286
+22,521
| +2% | +$1.8M | 0.21% | 118 |
|
|
2020
Q1 | $88.5M | Sell |
1,095,765
-102,339
| -9% | -$8.27M | 0.24% | 110 |
|
|
2019
Q4 | $109M | Buy |
1,198,104
+79,568
| +7% | +$7.24M | 0.23% | 112 |
|
|
2019
Q3 | $107M | Buy |
1,118,536
+12,536
| +1% | +$1.2M | 0.27% | 93 |
|
|
2019
Q2 | $97.7M | Buy |
1,106,000
+22,781
| +2% | +$2.01M | 0.25% | 102 |
|
|
2019
Q1 | $97.7M | Buy |
1,083,219
+17,669
| +2% | +$1.59M | 0.28% | 94 |
|
|
2018
Q4 | $92M | Buy |
1,065,550
+71,807
| +7% | +$6.2M | 0.3% | 82 |
|
|
2018
Q3 | $79.5M | Buy |
993,743
+5,276
| +0.5% | +$422K | 0.23% | 110 |
|
|
2018
Q2 | $78.3M | Buy |
988,467
+37,314
| +4% | +$2.96M | 0.24% | 101 |
|
|
2018
Q1 | $73.7M | Buy |
951,153
+53,986
| +6% | +$4.18M | 0.23% | 102 |
|
|
2017
Q4 | $75.4M | Buy |
897,167
+12,946
| +1% | +$1.09M | 0.24% | 103 |
|
|
2017
Q3 | $74.2M | Buy |
884,221
+29,660
| +3% | +$2.49M | 0.26% | 93 |
|
|
2017
Q2 | $71.5M | Buy |
854,561
+18,541
| +2% | +$1.55M | 0.26% | 94 |
|
|
2017
Q1 | $68.5M | Buy |
836,020
+35,864
| +4% | +$2.94M | 0.27% | 92 |
|
|
2016
Q4 | $62.1M | Buy |
800,156
+20,408
| +3% | +$1.58M | 0.26% | 92 |
|
|
2016
Q3 | $62.4M | Sell |
779,748
-57,465
| -7% | -$4.6M | 0.28% | 85 |
|
|
2016
Q2 | $71.8M | Buy |
837,213
+74,296
| +10% | +$6.37M | 0.33% | 74 |
|
|
2016
Q1 | $61.6M | Buy |
762,917
+50,508
| +7% | +$4.07M | 0.33% | 76 |
|
|
2015
Q4 | $50.9M | Buy |
712,409
+448,905
| +170% | +$32M | 0.26% | 98 |
|
|
2015
Q3 | $19M | Buy |
263,504
+16,733
| +7% | +$1.2M | 0.11% | 212 |
|
|
2015
Q2 | $17.4M | Buy |
246,771
+15,548
| +7% | +$1.1M | 0.09% | 245 |
|
|
2015
Q1 | $17.8M | Sell |
231,223
-368,293
| -61% | -$28.3M | 0.1% | 247 |
|
|
2014
Q4 | $50.1M | Buy |
599,516
+86,476
| +17% | +$7.22M | 0.28% | 83 |
|
|
2014
Q3 | $38.4M | Buy |
513,040
+48,460
| +10% | +$3.62M | 0.34% | 56 |
|
|
2014
Q2 | $34.5M | Buy |
464,580
+31,468
| +7% | +$2.33M | 0.31% | 57 |
|
|
2014
Q1 | $30.9M | Buy |
+433,112
| New | +$30.9M | 0.3% | 62 |
|