William Blair & Company’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 | $11M | Buy |
93,445
+2,257
| +2% | +$266K | 0.03% | 331 |
|
|
2025
Q1 | $11.1M | Sell |
91,188
-2,346
| -3% | -$286K | 0.03% | 312 |
|
|
2024
Q4 | $10.1M | Sell |
93,534
-173
| -0.2% | -$18.6K | 0.03% | 340 |
|
|
2024
Q3 | $10.8M | Buy |
93,707
+1,393
| +2% | +$161K | 0.03% | 334 |
|
|
2024
Q2 | $9.25M | Buy |
92,314
+2,289
| +3% | +$229K | 0.03% | 339 |
|
|
2024
Q1 | $8.71M | Sell |
90,025
-1,793
| -2% | -$173K | 0.03% | 355 |
|
|
2023
Q4 | $8.91M | Sell |
91,818
-7,512
| -8% | -$729K | 0.03% | 341 |
|
|
2023
Q3 | $8.77M | Buy |
99,330
+2,062
| +2% | +$182K | 0.03% | 326 |
|
|
2023
Q2 | $8.73M | Sell |
97,268
-567
| -0.6% | -$50.9K | 0.03% | 339 |
|
|
2023
Q1 | $9.44M | Sell |
97,835
-11,398
| -10% | -$1.1M | 0.04% | 313 |
|
|
2022
Q4 | $11.2M | Sell |
109,233
-17,928
| -14% | -$1.85M | 0.05% | 280 |
|
|
2022
Q3 | $11.8M | Buy |
127,161
+14,633
| +13% | +$1.36M | 0.05% | 266 |
|
|
2022
Q2 | $12.1M | Buy |
112,528
+1,278
| +1% | +$137K | 0.05% | 268 |
|
|
2022
Q1 | $12.4M | Buy |
111,250
+703
| +0.6% | +$78.5K | 0.04% | 298 |
|
|
2021
Q4 | $11.6M | Buy |
110,547
+1,358
| +1% | +$142K | 0.04% | 325 |
|
|
2021
Q3 | $10.7M | Buy |
109,189
+550
| +0.5% | +$53.7K | 0.04% | 317 |
|
|
2021
Q2 | $10.7M | Sell |
108,639
-10,765
| -9% | -$1.06M | 0.04% | 313 |
|
|
2021
Q1 | $11.5M | Sell |
119,404
-2,677
| -2% | -$258K | 0.04% | 295 |
|
|
2020
Q4 | $11.2M | Sell |
122,081
-213
| -0.2% | -$19.5K | 0.04% | 283 |
|
|
2020
Q3 | $10.8M | Buy |
122,294
+4,579
| +4% | +$406K | 0.05% | 265 |
|
|
2020
Q2 | $9.4M | Sell |
117,715
-4,570
| -4% | -$365K | 0.04% | 272 |
|
|
2020
Q1 | $9.89M | Buy |
122,285
+761
| +0.6% | +$61.5K | 0.06% | 226 |
|
|
2019
Q4 | $11.1M | Buy |
121,524
+5,085
| +4% | +$464K | 0.06% | 253 |
|
|
2019
Q3 | $11.2M | Sell |
116,439
-1,730
| -1% | -$166K | 0.06% | 241 |
|
|
2019
Q2 | $10.4M | Sell |
118,169
-44
| -0% | -$3.88K | 0.06% | 250 |
|
|
2019
Q1 | $10.6M | Buy |
118,213
+12,725
| +12% | +$1.15M | 0.06% | 246 |
|
|
2018
Q4 | $9.1M | Buy |
105,488
+3,714
| +4% | +$321K | 0.07% | 247 |
|
|
2018
Q3 | $8.14M | Buy |
101,774
+2,250
| +2% | +$180K | 0.05% | 284 |
|
|
2018
Q2 | $7.87M | Sell |
99,524
-4,190
| -4% | -$331K | 0.05% | 272 |
|
|
2018
Q1 | $8.04M | Buy |
103,714
+4,531
| +5% | +$351K | 0.06% | 268 |
|
|
2017
Q4 | $8.34M | Buy |
99,183
+4,848
| +5% | +$408K | 0.06% | 264 |
|
|
2017
Q3 | $7.92M | Buy |
94,335
+3,222
| +4% | +$270K | 0.06% | 261 |
|
|
2017
Q2 | $7.62M | Buy |
91,113
+13,229
| +17% | +$1.11M | 0.06% | 266 |
|
|
2017
Q1 | $6.43M | Buy |
77,884
+3,468
| +5% | +$286K | 0.05% | 276 |
|
|
2016
Q4 | $5.78M | Sell |
74,416
-1,217
| -2% | -$94.5K | 0.05% | 280 |
|
|
2016
Q3 | $6.05M | Buy |
75,633
+6,430
| +9% | +$515K | 0.05% | 282 |
|
|
2016
Q2 | $5.94M | Sell |
69,203
-2,633
| -4% | -$226K | 0.06% | 272 |
|
|
2016
Q1 | $5.8M | Sell |
71,836
-612
| -0.8% | -$49.4K | 0.05% | 269 |
|
|
2015
Q4 | $5.17M | Sell |
72,448
-7,614
| -10% | -$544K | 0.05% | 288 |
|
|
2015
Q3 | $5.76M | Buy |
80,062
+2,766
| +4% | +$199K | 0.05% | 299 |
|
|
2015
Q2 | $5.46M | Sell |
77,296
-2,186
| -3% | -$154K | 0.01% | 1051 |
|
|
2015
Q1 | $6.1M | Sell |
79,482
-1,743
| -2% | -$134K | 0.01% | 988 |
|
|
2014
Q4 | $6.79M | Sell |
81,225
-751
| -0.9% | -$62.7K | 0.01% | 963 |
|
|
2014
Q3 | $6.13M | Sell |
81,976
-153
| -0.2% | -$11.4K | 0.01% | 974 |
|
|
2014
Q2 | $6.09M | Sell |
82,129
-549
| -0.7% | -$40.7K | 0.01% | 966 |
|
|
2014
Q1 | $5.89M | Buy |
82,678
+8,417
| +11% | +$599K | 0.01% | 944 |
|
|
2013
Q4 | $5.12M | Buy |
74,261
+2,324
| +3% | +$160K | 0.01% | 936 |
|
|
2013
Q3 | $4.8M | Buy |
71,937
+1,626
| +2% | +$109K | 0.01% | 908 |
|
|
2013
Q2 | $4.75M | Buy |
+70,311
| New | +$4.75M | 0.01% | 888 |
|