TIAA Trust, National Association’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 | $18.8M | Buy |
159,356
+4,548
| +3% | +$537K | 0.05% | 145 |
|
2025
Q1 | $18.9M | Buy |
154,808
+9,561
| +7% | +$1.17M | 0.06% | 138 |
|
2024
Q4 | $15.6M | Buy |
145,247
+4,843
| +3% | +$522K | 0.05% | 149 |
|
2024
Q3 | $16.2M | Buy |
140,404
+2,908
| +2% | +$335K | 0.05% | 145 |
|
2024
Q2 | $13.8M | Buy |
137,496
+98,846
| +256% | +$9.91M | 0.04% | 154 |
|
2024
Q1 | $3.74M | Sell |
38,650
-1,105
| -3% | -$107K | 0.01% | 231 |
|
2023
Q4 | $3.86M | Sell |
39,755
-947
| -2% | -$91.9K | 0.01% | 220 |
|
2023
Q3 | $3.59M | Buy |
+40,702
| New | +$3.59M | 0.01% | 220 |
|