1IA
1834 Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
1,700
| – | – | 0.03% | 205 |
|
|
2025
Q1 | $207K | Buy |
+1,700
| New | +$207K | 0.03% | 205 |
|
|
2024
Q4 | – | Sell |
-1,744
| Closed | -$201K | – | 213 |
|
|
2024
Q3 | $201K | Sell |
1,744
-573
| -25% | -$66.1K | 0.02% | 212 |
|
|
2024
Q2 | $232K | Sell |
2,317
-20
| -0.9% | -$2.01K | 0.03% | 207 |
|
|
2024
Q1 | $226K | Sell |
2,337
-261
| -10% | -$25.2K | 0.03% | 205 |
|
|
2023
Q4 | $252K | Sell |
2,598
-255
| -9% | -$24.7K | 0.03% | 211 |
|
|
2023
Q3 | $252K | Sell |
2,853
-506
| -15% | -$44.7K | 0.03% | 211 |
|
|
2023
Q2 | $301K | Sell |
3,359
-871
| -21% | -$78.2K | 0.04% | 202 |
|
|
2023
Q1 | $408K | Buy |
4,230
+432
| +11% | +$41.7K | 0.05% | 187 |
|
|
2022
Q4 | $391K | Sell |
3,798
-1,775
| -32% | -$183K | 0.06% | 146 |
|
|
2022
Q3 | $518K | Sell |
5,573
-4,139
| -43% | -$385K | 0.08% | 123 |
|
|
2022
Q2 | $1.04M | Sell |
9,712
-945
| -9% | -$101K | 0.15% | 95 |
|
|
2022
Q1 | $1.19M | Sell |
10,657
-262
| -2% | -$29.3K | 0.15% | 98 |
|
|
2021
Q4 | $1.15M | Buy |
10,919
+618
| +6% | +$64.8K | 0.13% | 103 |
|
|
2021
Q3 | $1.01M | Buy |
10,301
+579
| +6% | +$56.5K | 0.12% | 106 |
|
|
2021
Q2 | $960K | Buy |
9,722
+723
| +8% | +$71.4K | 0.12% | 109 |
|
|
2021
Q1 | $869K | Buy |
8,999
+1,787
| +25% | +$173K | 0.11% | 102 |
|
|
2020
Q4 | $660K | Buy |
7,212
+611
| +9% | +$55.9K | 0.09% | 109 |
|
|
2020
Q3 | $585K | Buy |
6,601
+457
| +7% | +$40.5K | 0.09% | 109 |
|
|
2020
Q2 | $491K | Buy |
6,144
+1,233
| +25% | +$98.5K | 0.08% | 117 |
|
|
2020
Q1 | $397K | Buy |
4,911
+868
| +21% | +$70.2K | 0.08% | 123 |
|
|
2019
Q4 | $369K | Buy |
4,043
+720
| +22% | +$65.7K | 0.06% | 138 |
|
|
2019
Q3 | $319K | Sell |
3,323
-922
| -22% | -$88.5K | 0.05% | 150 |
|
|
2019
Q2 | $375K | Buy |
4,245
+73
| +2% | +$6.45K | 0.06% | 134 |
|
|
2019
Q1 | $375K | Buy |
4,172
+166
| +4% | +$14.9K | 0.06% | 133 |
|
|
2018
Q4 | $345K | Sell |
4,006
-222
| -5% | -$19.1K | 0.06% | 138 |
|
|
2018
Q3 | $338K | Sell |
4,228
-225
| -5% | -$18K | 0.05% | 151 |
|
|
2018
Q2 | $353K | Sell |
4,453
-3,617
| -45% | -$287K | 0.06% | 141 |
|
|
2018
Q1 | $625K | Sell |
8,070
-124
| -2% | -$9.6K | 0.11% | 111 |
|
|
2017
Q4 | $689K | Buy |
8,194
+13
| +0.2% | +$1.09K | 0.11% | 113 |
|
|
2017
Q3 | $687K | Sell |
8,181
-542
| -6% | -$45.5K | 0.13% | 100 |
|
|
2017
Q2 | $729K | Sell |
8,723
-3,000
| -26% | -$251K | 0.14% | 101 |
|
|
2017
Q1 | $961K | Sell |
11,723
-5,906
| -34% | -$484K | 0.18% | 93 |
|
|
2016
Q4 | $1.37M | Hold |
17,629
| – | – | 0.28% | 79 |
|
|
2016
Q3 | $1.41M | Hold |
17,629
| – | – | 0.31% | 75 |
|
|
2016
Q2 | $1.51M | Buy |
17,629
+500
| +3% | +$42.9K | 0.33% | 76 |
|
|
2016
Q1 | $1.38M | Sell |
17,129
-89
| -0.5% | -$7.18K | 0.32% | 74 |
|
|
2015
Q4 | $1.23M | Sell |
17,218
-416
| -2% | -$29.7K | 0.29% | 82 |
|
|
2015
Q3 | $1.27M | Sell |
17,634
-284
| -2% | -$20.4K | 0.31% | 81 |
|
|
2015
Q2 | $1.27M | Buy |
17,918
+240
| +1% | +$16.9K | 0.35% | 72 |
|
|
2015
Q1 | $1.36M | Buy |
17,678
+501
| +3% | +$38.5K | 0.37% | 72 |
|
|
2014
Q4 | $1.44M | Sell |
17,177
-2,200
| -11% | -$184K | 0.4% | 66 |
|
|
2014
Q3 | $1.45M | Sell |
19,377
-221
| -1% | -$16.5K | 0.4% | 68 |
|
|
2014
Q2 | $1.45M | Sell |
19,598
-1,981
| -9% | -$147K | 0.39% | 70 |
|
|
2014
Q1 | $1.54M | Sell |
21,579
-575
| -3% | -$41K | 0.45% | 64 |
|
|
2013
Q4 | $1.53M | Buy |
22,154
+2,001
| +10% | +$138K | 0.45% | 65 |
|
|
2013
Q3 | $1.35M | Sell |
20,153
-887
| -4% | -$59.2K | 0.44% | 65 |
|
|
2013
Q2 | $1.42M | Buy |
+21,040
| New | +$1.42M | 0.49% | 66 |
|