Winton Group’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 | $3.1M | Buy |
+26,300
| New | +$3.1M | 0.16% | 181 |
|
|
2025
Q1 | – | Sell |
-4,311
| Closed | -$464K | – | 697 |
|
|
2024
Q4 | $464K | Buy |
4,311
+1,642
| +62% | +$177K | 0.03% | 472 |
|
|
2024
Q3 | $308K | Buy |
+2,669
| New | +$308K | 0.02% | 506 |
|
|
2022
Q4 | – | Sell |
-22,641
| Closed | -$2.11M | – | 951 |
|
|
2022
Q3 | $2.11M | Sell |
22,641
-20,552
| -48% | -$1.91M | 0.14% | 191 |
|
|
2022
Q2 | $4.63M | Buy |
43,193
+6,421
| +17% | +$688K | 0.25% | 81 |
|
|
2022
Q1 | $4.11M | Buy |
36,772
+11,362
| +45% | +$1.27M | 0.22% | 88 |
|
|
2021
Q4 | $2.67M | Buy |
25,410
+18,508
| +268% | +$1.94M | 0.16% | 132 |
|
|
2021
Q3 | $674K | Sell |
6,902
-3,428
| -33% | -$335K | 0.04% | 701 |
|
|
2021
Q2 | $1.02M | Buy |
+10,330
| New | +$1.02M | 0.05% | 516 |
|
|
2020
Q4 | – | Sell |
-17,715
| Closed | -$1.57M | – | 1359 |
|
|
2020
Q3 | $1.57M | Sell |
17,715
-9,179
| -34% | -$813K | 0.05% | 641 |
|
|
2020
Q2 | $2.15M | Sell |
26,894
-49,893
| -65% | -$3.99M | 0.06% | 617 |
|
|
2020
Q1 | $6.21M | Sell |
76,787
-62,891
| -45% | -$5.09M | 0.16% | 176 |
|
|
2019
Q4 | $12.7M | Buy |
139,678
+99,337
| +246% | +$9.06M | 0.18% | 148 |
|
|
2019
Q3 | $3.87M | Buy |
+40,341
| New | +$3.87M | 0.05% | 384 |
|
|
2018
Q4 | – | Sell |
-4,315
| Closed | -$345K | – | 905 |
|
|
2018
Q3 | $345K | Sell |
4,315
-670
| -13% | -$53.6K | 0.01% | 762 |
|
|
2018
Q2 | $394K | Sell |
4,985
-3,805
| -43% | -$301K | 0.01% | 727 |
|
|
2018
Q1 | $681K | Buy |
8,790
+721
| +9% | +$55.9K | 0.02% | 642 |
|
|
2017
Q4 | $679K | Buy |
8,069
+391
| +5% | +$32.9K | 0.02% | 437 |
|
|
2017
Q3 | $644K | Sell |
7,678
-3,876
| -34% | -$325K | 0.02% | 494 |
|
|
2017
Q2 | $966K | Buy |
11,554
+7,893
| +216% | +$660K | 0.03% | 359 |
|
|
2017
Q1 | $300K | Buy |
3,661
+525
| +17% | +$43K | 0.01% | 418 |
|
|
2016
Q4 | $243K | Buy |
+3,136
| New | +$243K | 0.01% | 429 |
|
|
2015
Q3 | – | Sell |
-59,782
| Closed | -$4.22M | – | 381 |
|
|
2015
Q2 | $4.22M | Buy |
+59,782
| New | +$4.22M | 0.04% | 327 |
|
|
2014
Q4 | – | Sell |
-21,429
| Closed | -$1.6M | – | 632 |
|
|
2014
Q3 | $1.6M | Buy |
+21,429
| New | +$1.6M | 0.01% | 481 |
|