Vanguard Personalized Indexing Management’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 | $14.3M | Buy |
120,768
+16,632
| +16% | +$1.96M | 0.16% | 107 |
|
|
2025
Q1 | $12.7M | Buy |
104,136
+8,551
| +9% | +$1.04M | 0.19% | 93 |
|
|
2024
Q4 | $10.3M | Buy |
95,585
+10,680
| +13% | +$1.15M | 0.16% | 97 |
|
|
2024
Q3 | $9.79M | Buy |
84,905
+11,977
| +16% | +$1.38M | 0.16% | 106 |
|
|
2024
Q2 | $7.02M | Buy |
72,928
+15,719
| +27% | +$1.51M | 0.13% | 124 |
|
|
2024
Q1 | $5.53M | Buy |
57,209
+7,183
| +14% | +$695K | 0.12% | 154 |
|
|
2023
Q4 | $4.85M | Sell |
50,026
-5,126
| -9% | -$497K | 0.12% | 135 |
|
|
2023
Q3 | $4.87M | Buy |
55,152
+2,500
| +5% | +$221K | 0.15% | 119 |
|
|
2023
Q2 | $4.72M | Buy |
52,652
+1,886
| +4% | +$169K | 0.14% | 121 |
|
|
2023
Q1 | $4.9M | Buy |
50,766
+16,161
| +47% | +$1.56M | 0.17% | 107 |
|
|
2022
Q4 | $3.56M | Sell |
34,605
-6,163
| -15% | -$635K | 0.15% | 132 |
|
|
2022
Q3 | $3.79M | Buy |
40,768
+4,654
| +13% | +$433K | 0.17% | 109 |
|
|
2022
Q2 | $3.87M | Buy |
36,114
+8,289
| +30% | +$889K | 0.18% | 97 |
|
|
2022
Q1 | $3.11M | Buy |
27,825
+10,552
| +61% | +$1.18M | 0.15% | 114 |
|
|
2021
Q4 | $1.81M | Buy |
17,273
+7,165
| +71% | +$752K | 0.11% | 187 |
|
|
2021
Q3 | $986K | Buy |
10,108
+2,068
| +26% | +$202K | 0.09% | 227 |
|
|
2021
Q2 | $794K | Buy |
8,040
+4,130
| +106% | +$408K | 0.08% | 286 |
|
|
2021
Q1 | $377K | Buy |
3,910
+508
| +15% | +$49K | 0.06% | 419 |
|
|
2020
Q4 | $311K | Buy |
3,402
+691
| +25% | +$63.2K | 0.07% | 361 |
|
|
2020
Q3 | $240K | Sell |
2,711
-459
| -14% | -$40.6K | 0.07% | 349 |
|
|
2020
Q2 | $253K | Sell |
3,170
-4,047
| -56% | -$323K | 0.11% | 234 |
|
|
2020
Q1 | $584K | Buy |
+7,217
| New | +$584K | 0.34% | 82 |
|