Tompkins Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.2M | Sell |
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|
2025
Q2 | $9.89M | Sell |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $9.32M | Buy |
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|
2024
Q3 | $9.8M | Buy |
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|
2024
Q2 | $8.42M | Sell |
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|
2024
Q1 | $8.2M | Buy |
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|
2023
Q4 | $8.13M | Buy |
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|
2023
Q3 | $6.47M | Buy |
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|
2023
Q2 | $5.7M | Sell |
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|
2023
Q1 | $6.47M | Buy |
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|
2022
Q4 | $6.72M | Sell |
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|
2022
Q3 | $6.15M | Sell |
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|
2022
Q2 | $7.14M | Buy |
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|
2022
Q1 | $7.28M | Buy |
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|
2021
Q4 | $6.2M | Sell |
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|
2021
Q3 | $5.78M | Buy |
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|
2021
Q1 | $6.61M | Buy |
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|
2020
Q4 | $6.06M | Buy |
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|
2020
Q3 | $5.27M | Buy |
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|
2020
Q2 | $4.62M | Buy |
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|
2020
Q1 | $4.41M | Sell |
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|
2019
Q4 | $5M | Buy |
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|
2019
Q3 | $4.96M | Buy |
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|
2019
Q2 | $4.45M | Buy |
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|
2019
Q1 | $4.26M | Buy |
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|
2018
Q4 | $3.81M | Buy |
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|
2018
Q3 | $3.43M | Buy |
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|
2018
Q2 | $3.32M | Sell |
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|
2018
Q1 | $3.28M | Buy |
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|
2017
Q4 | $3.42M | Buy |
|
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|
2017
Q3 | $3.26M | Buy |
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|
2017
Q2 | $3.13M | Buy |
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|
2017
Q1 | $3.06M | Buy |
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|
2016
Q4 | $2.77M | Buy |
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|
2016
Q3 | $2.71M | Sell |
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|
2016
Q2 | $3.06M | Buy |
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|
2016
Q1 | $2.68M | Buy |
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|
2015
Q4 | $509K | Sell |
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|
2015
Q3 | $520K | Hold |
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|
2015
Q2 | $511K | Hold |
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|
2015
Q1 | $555K | Sell |
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|
2014
Q4 | $612K | Sell |
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|
2014
Q3 | $575K | Sell |
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|
2014
Q2 | $594K | Buy |
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|
2014
Q1 | $570K | Buy |
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|
2013
Q4 | $542K | Hold |
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|
2013
Q3 | $525K | Sell |
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|
2013
Q2 | $541K | Buy |
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