Sumitomo Life Insurance’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 | $1.01M | Sell |
8,599
-620
| -7% | -$73.2K | 0.07% | 176 |
|
|
2025
Q1 | $1.12M | Sell |
9,219
-1
| -0% | -$122 | 0.04% | 173 |
|
|
2024
Q4 | $993K | Sell |
9,220
-290
| -3% | -$31.2K | 0.02% | 189 |
|
|
2024
Q3 | $1.1M | Buy |
9,510
+262
| +3% | +$30.2K | 0.02% | 186 |
|
|
2024
Q2 | $927K | Sell |
9,248
-1,165
| -11% | -$117K | 0.02% | 191 |
|
|
2024
Q1 | $1.01M | Sell |
10,413
-458
| -4% | -$44.3K | 0.03% | 189 |
|
|
2023
Q4 | $1.05M | Sell |
10,871
-537
| -5% | -$52.1K | 0.03% | 174 |
|
|
2023
Q3 | $1.01M | Sell |
11,408
-158
| -1% | -$13.9K | 0.03% | 170 |
|
|
2023
Q2 | $1.04M | Sell |
11,566
-941
| -8% | -$84.4K | 0.05% | 176 |
|
|
2023
Q1 | $1.21M | Sell |
12,507
-130
| -1% | -$12.5K | 0.1% | 156 |
|
|
2022
Q4 | $1.3M | Sell |
12,637
-237
| -2% | -$24.4K | 0.1% | 141 |
|
|
2022
Q3 | $1.2M | Sell |
12,874
-1,560
| -11% | -$145K | 0.05% | 147 |
|
|
2022
Q2 | $1.55M | Buy |
14,434
+263
| +2% | +$28.2K | 0.04% | 128 |
|
|
2022
Q1 | $1.58M | Sell |
14,171
-259
| -2% | -$28.9K | 0.04% | 144 |
|
|
2021
Q4 | $1.51M | Sell |
14,430
-447
| -3% | -$46.9K | 0.04% | 160 |
|
|
2021
Q3 | $1.45M | Sell |
14,877
-626
| -4% | -$61.1K | 0.04% | 162 |
|
|
2021
Q2 | $1.53M | Sell |
15,503
-2,650
| -15% | -$262K | 0.05% | 158 |
|
|
2021
Q1 | $1.75M | Sell |
18,153
-876
| -5% | -$84.5K | 0.07% | 154 |
|
|
2020
Q4 | $1.74M | Sell |
19,029
-1,964
| -9% | -$180K | 0.07% | 152 |
|
|
2020
Q3 | $1.86M | Sell |
20,993
-883
| -4% | -$78.2K | 0.09% | 129 |
|
|
2020
Q2 | $1.75M | Sell |
21,876
-1,844
| -8% | -$147K | 0.09% | 126 |
|
|
2020
Q1 | $1.92M | Buy |
23,720
+319
| +1% | +$25.8K | 0.14% | 102 |
|
|
2019
Q4 | $2.13M | Buy |
23,401
+1,319
| +6% | +$120K | 0.24% | 123 |
|
|
2019
Q3 | $2.12M | Sell |
22,082
-2,777
| -11% | -$266K | 0.28% | 105 |
|
|
2019
Q2 | $2.19M | Buy |
24,859
+888
| +4% | +$78.4K | 0.26% | 112 |
|
|
2019
Q1 | $2.16M | Sell |
23,971
-2,640
| -10% | -$238K | 0.29% | 109 |
|
|
2018
Q4 | $2.3M | Buy |
26,611
+596
| +2% | +$51.4K | 0.32% | 93 |
|
|
2018
Q3 | $2.08M | Sell |
26,015
-396
| -1% | -$31.7K | 0.25% | 124 |
|
|
2018
Q2 | $2.09M | Buy |
26,411
+1,065
| +4% | +$84.2K | 0.26% | 128 |
|
|
2018
Q1 | $1.96M | Sell |
25,346
-1,116
| -4% | -$86.5K | 0.26% | 132 |
|
|
2017
Q4 | $2.23M | Sell |
26,462
-1,285
| -5% | -$108K | 0.28% | 115 |
|
|
2017
Q3 | $2.33M | Sell |
27,747
-502
| -2% | -$42.1K | 0.3% | 111 |
|
|
2017
Q2 | $2.36M | Buy |
28,249
+1,190
| +4% | +$99.5K | 0.31% | 108 |
|
|
2017
Q1 | $2.22M | Sell |
27,059
-1,681
| -6% | -$138K | 0.31% | 98 |
|
|
2016
Q4 | $2.23M | Buy |
28,740
+640
| +2% | +$49.7K | 0.32% | 95 |
|
|
2016
Q3 | $2.25M | Sell |
28,100
-3,373
| -11% | -$270K | 0.33% | 87 |
|
|
2016
Q2 | $2.7M | Sell |
31,473
-1,108
| -3% | -$95.1K | 0.37% | 77 |
|
|
2016
Q1 | $2.63M | Sell |
32,581
-986
| -3% | -$79.6K | 0.34% | 91 |
|
|
2015
Q4 | $2.4M | Sell |
33,567
-791
| -2% | -$56.5K | 0.3% | 104 |
|
|
2015
Q3 | $2.47M | Sell |
34,358
-875
| -2% | -$63K | 0.33% | 88 |
|
|
2015
Q2 | $2.49M | Sell |
35,233
-4,360
| -11% | -$308K | 0.3% | 105 |
|
|
2015
Q1 | $3.04M | Sell |
39,593
-4,192
| -10% | -$322K | 0.34% | 93 |
|
|
2014
Q4 | $3.66M | Sell |
43,785
-2,427
| -5% | -$203K | 0.36% | 79 |
|
|
2014
Q3 | $3.46M | Sell |
46,212
-1,260
| -3% | -$94.2K | 0.34% | 88 |
|
|
2014
Q2 | $3.52M | Buy |
47,472
+248
| +0.5% | +$18.4K | 0.34% | 87 |
|
|
2014
Q1 | $3.36M | Sell |
47,224
-3,989
| -8% | -$284K | 0.33% | 102 |
|
|
2013
Q4 | $3.53M | Sell |
51,213
-2,837
| -5% | -$196K | 0.32% | 111 |
|
|
2013
Q3 | $3.61M | Sell |
54,050
-2,065
| -4% | -$138K | 0.34% | 99 |
|
|
2013
Q2 | $3.79M | Buy |
+56,115
| New | +$3.79M | 0.36% | 86 |
|