UMB Bank’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 | $22.1M | Sell |
187,331
-2,267
| -1% | -$268K | 0.34% | 55 |
|
|
2025
Q1 | $23.1M | Buy |
189,598
+557
| +0.3% | +$67.9K | 0.38% | 55 |
|
|
2024
Q4 | $20.4M | Sell |
189,041
-1,411
| -0.7% | -$152K | 0.32% | 61 |
|
|
2024
Q3 | $22M | Sell |
190,452
-4,851
| -2% | -$559K | 0.34% | 64 |
|
|
2024
Q2 | $19.6M | Sell |
195,303
-6,318
| -3% | -$633K | 0.32% | 65 |
|
|
2024
Q1 | $19.5M | Sell |
201,621
-40,380
| -17% | -$3.91M | 0.31% | 69 |
|
|
2023
Q4 | $23.5M | Sell |
242,001
-77,306
| -24% | -$7.5M | 0.34% | 68 |
|
|
2023
Q3 | $28.2M | Sell |
319,307
-11,591
| -4% | -$1.02M | 0.45% | 52 |
|
|
2023
Q2 | $29.7M | Buy |
330,898
+1,275
| +0.4% | +$114K | 0.45% | 53 |
|
|
2023
Q1 | $31.8M | Sell |
329,623
-522
| -0.2% | -$50.4K | 0.51% | 51 |
|
|
2022
Q4 | $34M | Sell |
330,145
-8,582
| -3% | -$884K | 0.54% | 47 |
|
|
2022
Q3 | $31.5M | Sell |
338,727
-350
| -0.1% | -$32.6K | 0.53% | 44 |
|
|
2022
Q2 | $36.4M | Buy |
339,077
+4,386
| +1% | +$470K | 0.57% | 44 |
|
|
2022
Q1 | $37.4M | Buy |
334,691
+1,052
| +0.3% | +$117K | 0.49% | 50 |
|
|
2021
Q4 | $35M | Buy |
333,639
+28,575
| +9% | +$3M | 0.44% | 56 |
|
|
2021
Q3 | $29.8M | Buy |
305,064
+2,990
| +1% | +$292K | 0.67% | 36 |
|
|
2021
Q2 | $29.8M | Sell |
302,074
-2,414
| -0.8% | -$238K | 0.68% | 37 |
|
|
2021
Q1 | $29.4M | Buy |
304,488
+6,805
| +2% | +$657K | 0.72% | 34 |
|
|
2020
Q4 | $27.3M | Buy |
297,683
+50,114
| +20% | +$4.59M | 0.73% | 34 |
|
|
2020
Q3 | $19.8M | Hold |
247,569
| – | – | 0.61% | 42 |
|
|
2020
Q2 | $19.8M | Sell |
247,569
-18,951
| -7% | -$1.51M | 0.61% | 42 |
|
|
2020
Q1 | $21.6M | Sell |
266,520
-9,580
| -3% | -$775K | 0.77% | 38 |
|
|
2019
Q4 | $25.2M | Buy |
276,100
+3,316
| +1% | +$302K | 0.69% | 42 |
|
|
2019
Q3 | $26.2K | Sell |
272,784
-4,907
| -2% | -$470 | 0.63% | 38 |
|
|
2019
Q2 | $24.5K | Sell |
277,691
-2,448
| -0.9% | -$216 | 0.6% | 40 |
|
|
2019
Q1 | $25.2M | Sell |
280,139
-3,391
| -1% | -$305K | 0.77% | 39 |
|
|
2018
Q4 | $24.5K | Buy |
283,530
+4,630
| +2% | +$400 | 0.75% | 34 |
|
|
2018
Q3 | $22.3M | Buy |
278,900
+6,716
| +2% | +$537K | 0.66% | 45 |
|
|
2018
Q2 | $21.5M | Buy |
272,184
+4,834
| +2% | +$382K | 0.68% | 42 |
|
|
2018
Q1 | $20.7M | Buy |
267,350
+3,537
| +1% | +$274K | 0.67% | 44 |
|
|
2017
Q4 | $22.2M | Buy |
263,813
+2,633
| +1% | +$221K | 0.72% | 39 |
|
|
2017
Q3 | $21.9M | Buy |
261,180
+419
| +0.2% | +$35.2K | 0.75% | 39 |
|
|
2017
Q2 | $21.8M | Buy |
260,761
+14,553
| +6% | +$1.22M | 0.76% | 36 |
|
|
2017
Q1 | $20.2M | Buy |
246,208
+14,104
| +6% | +$1.16M | 0.71% | 41 |
|
|
2016
Q4 | $18M | Buy |
232,104
+11,131
| +5% | +$864K | 0.66% | 43 |
|
|
2016
Q3 | $17.7M | Buy |
220,973
+12,962
| +6% | +$1.04M | 0.71% | 45 |
|
|
2016
Q2 | $17.8M | Buy |
208,011
+1,595
| +0.8% | +$137K | 0.75% | 40 |
|
|
2016
Q1 | $16.7M | Sell |
206,416
-1,775
| -0.9% | -$143K | 0.71% | 44 |
|
|
2015
Q4 | $14.9M | Sell |
208,191
-1,029
| -0.5% | -$73.5K | 0.65% | 44 |
|
|
2015
Q3 | $15.1M | Sell |
209,220
-1,121
| -0.5% | -$80.6K | 0.88% | 33 |
|
|
2015
Q2 | $14.9K | Sell |
210,341
-24,675
| -10% | -$1.74K | 0.68% | 37 |
|
|
2015
Q1 | $18K | Buy |
235,016
+8,541
| +4% | +$656 | 0.81% | 26 |
|
|
2014
Q4 | $18.9M | Buy |
226,475
+28,562
| +14% | +$2.39M | 0.85% | 24 |
|
|
2014
Q3 | $14.8K | Sell |
197,913
-4,880
| -2% | -$365 | 0.72% | 32 |
|
|
2014
Q2 | $15M | Sell |
202,793
-2,199
| -1% | -$163K | 0.71% | 31 |
|
|
2014
Q1 | $14.6M | Buy |
204,992
+4,798
| +2% | +$342K | 0.82% | 31 |
|
|
2013
Q4 | $13.8K | Sell |
200,194
-3,864
| -2% | -$267 | 0.76% | 35 |
|
|
2013
Q3 | $13.6K | Sell |
204,058
-19,382
| -9% | -$1.29K | 0.79% | 32 |
|
|
2013
Q2 | $15.1K | Buy |
+223,440
| New | +$15.1K | 0.88% | 29 |
|