Wells Fargo’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 | $424M | Buy |
3,594,984
+20,597
| +0.6% | +$2.43M | 0.09% | 194 |
|
|
2025
Q1 | $436M | Sell |
3,574,387
-24,992
| -0.7% | -$3.05M | 0.1% | 182 |
|
|
2024
Q4 | $388M | Sell |
3,599,379
-187,820
| -5% | -$20.2M | 0.09% | 189 |
|
|
2024
Q3 | $437M | Sell |
3,787,199
-245,662
| -6% | -$28.3M | 0.1% | 180 |
|
|
2024
Q2 | $404M | Buy |
4,032,861
+64,629
| +2% | +$6.48M | 0.1% | 180 |
|
|
2024
Q1 | $384M | Buy |
3,968,232
+13,901
| +0.4% | +$1.34M | 0.09% | 190 |
|
|
2023
Q4 | $384M | Buy |
3,954,331
+180,393
| +5% | +$17.5M | 0.1% | 184 |
|
|
2023
Q3 | $333M | Buy |
3,773,938
+127,351
| +3% | +$11.2M | 0.1% | 192 |
|
|
2023
Q2 | $327M | Sell |
3,646,587
-47,673
| -1% | -$4.28M | 0.09% | 199 |
|
|
2023
Q1 | $356M | Buy |
3,694,260
+88,558
| +2% | +$8.54M | 0.1% | 188 |
|
|
2022
Q4 | $371M | Buy |
3,605,702
+205,626
| +6% | +$21.2M | 0.11% | 174 |
|
|
2022
Q3 | $316M | Buy |
3,400,076
+64,885
| +2% | +$6.04M | 0.1% | 182 |
|
|
2022
Q2 | $358M | Sell |
3,335,191
-261,236
| -7% | -$28M | 0.11% | 179 |
|
|
2022
Q1 | $402M | Buy |
3,596,427
+228,292
| +7% | +$25.5M | 0.1% | 180 |
|
|
2021
Q4 | $353M | Sell |
3,368,135
-437,095
| -11% | -$45.9M | 0.09% | 199 |
|
|
2021
Q3 | $371M | Buy |
3,805,230
+307,006
| +9% | +$30M | 0.08% | 221 |
|
|
2021
Q2 | $345M | Sell |
3,498,224
-86,318
| -2% | -$8.52M | 0.08% | 240 |
|
|
2021
Q1 | $346M | Sell |
3,584,542
-310,433
| -8% | -$30M | 0.08% | 238 |
|
|
2020
Q4 | $357M | Buy |
3,894,975
+37,247
| +1% | +$3.41M | 0.09% | 226 |
|
|
2020
Q3 | $342M | Sell |
3,857,728
-48,936
| -1% | -$4.33M | 0.09% | 204 |
|
|
2020
Q2 | $312M | Buy |
3,906,664
+101,784
| +3% | +$8.13M | 0.09% | 216 |
|
|
2020
Q1 | $308M | Sell |
3,804,880
-235,161
| -6% | -$19M | 0.11% | 192 |
|
|
2019
Q4 | $368M | Buy |
4,040,041
+320,457
| +9% | +$29.2M | 0.1% | 198 |
|
|
2019
Q3 | $357M | Sell |
3,719,584
-116,837
| -3% | -$11.2M | 0.1% | 194 |
|
|
2019
Q2 | $339M | Buy |
3,836,421
+63,959
| +2% | +$5.64M | 0.1% | 199 |
|
|
2019
Q1 | $340M | Sell |
3,772,462
-401,308
| -10% | -$36.1M | 0.1% | 194 |
|
|
2018
Q4 | $360M | Buy |
4,173,770
+255,238
| +7% | +$22M | 0.12% | 168 |
|
|
2018
Q3 | $314M | Buy |
3,918,532
+283,755
| +8% | +$22.7M | 0.09% | 227 |
|
|
2018
Q2 | $287M | Sell |
3,634,777
-32,748
| -0.9% | -$2.59M | 0.09% | 239 |
|
|
2018
Q1 | $284M | Buy |
3,667,525
+114,386
| +3% | +$8.86M | 0.08% | 241 |
|
|
2017
Q4 | $299M | Buy |
3,553,139
+128,752
| +4% | +$10.8M | 0.09% | 234 |
|
|
2017
Q3 | $287M | Buy |
3,424,387
+113,259
| +3% | +$9.5M | 0.09% | 230 |
|
|
2017
Q2 | $277M | Sell |
3,311,128
-329,276
| -9% | -$27.5M | 0.09% | 230 |
|
|
2017
Q1 | $299M | Buy |
3,640,404
+656,042
| +22% | +$53.8M | 0.1% | 208 |
|
|
2016
Q4 | $232M | Sell |
2,984,362
-86,292
| -3% | -$6.7M | 0.08% | 249 |
|
|
2016
Q3 | $246M | Buy |
3,070,654
+187,853
| +7% | +$15M | 0.09% | 237 |
|
|
2016
Q2 | $247M | Sell |
2,882,801
-66,819
| -2% | -$5.73M | 0.1% | 223 |
|
|
2016
Q1 | $238M | Buy |
2,949,620
+308,673
| +12% | +$24.9M | 0.09% | 234 |
|
|
2015
Q4 | $189M | Buy |
2,640,947
+14,062
| +0.5% | +$1M | 0.07% | 296 |
|
|
2015
Q3 | $189M | Sell |
2,626,885
-3,775
| -0.1% | -$272K | 0.08% | 285 |
|
|
2015
Q2 | $186M | Sell |
2,630,660
-63,781
| -2% | -$4.5M | 0.07% | 297 |
|
|
2015
Q1 | $207M | Buy |
2,694,441
+160,014
| +6% | +$12.3M | 0.08% | 282 |
|
|
2014
Q4 | $212M | Buy |
2,534,427
+98,645
| +4% | +$8.24M | 0.08% | 279 |
|
|
2014
Q3 | $182M | Sell |
2,435,782
-44,162
| -2% | -$3.3M | 0.08% | 300 |
|
|
2014
Q2 | $184M | Buy |
2,479,944
+3,330
| +0.1% | +$247K | 0.08% | 309 |
|
|
2014
Q1 | $176M | Sell |
2,476,614
-6,938
| -0.3% | -$494K | 0.08% | 305 |
|
|
2013
Q4 | $171M | Buy |
2,483,552
+66,591
| +3% | +$4.6M | 0.07% | 306 |
|
|
2013
Q3 | $161M | Buy |
2,416,961
+146,858
| +6% | +$9.81M | 0.08% | 303 |
|
|
2013
Q2 | $153M | Buy |
+2,270,103
| New | +$153M | 0.08% | 293 |
|