Acorn Financial Advisory Services’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 | $359K | Sell |
3,040
-695
| -19% | -$82K | 0.06% | 136 |
|
|
2025
Q1 | $456K | Buy |
3,735
+490
| +15% | +$59.8K | 0.08% | 112 |
|
|
2024
Q4 | $350K | Buy |
3,245
+1
| +0% | +$108 | 0.06% | 148 |
|
|
2024
Q3 | $374K | Buy |
3,244
+1
| +0% | +$115 | 0.07% | 136 |
|
|
2024
Q2 | $325K | Sell |
3,243
-4
| -0.1% | -$401 | 0.06% | 149 |
|
|
2024
Q1 | $314K | Sell |
3,247
-986
| -23% | -$95.3K | 0.06% | 155 |
|
|
2023
Q4 | $411K | Sell |
4,233
-87
| -2% | -$8.45K | 0.07% | 162 |
|
|
2023
Q3 | $379K | Hold |
4,320
| – | – | 0.07% | 164 |
|
|
2023
Q2 | $388K | Buy |
4,320
+475
| +12% | +$42.6K | 0.07% | 166 |
|
|
2023
Q1 | $371K | Buy |
3,845
+184
| +5% | +$17.7K | 0.07% | 155 |
|
|
2022
Q4 | $377K | Buy |
3,661
+1
| +0% | +$103 | 0.08% | 149 |
|
|
2022
Q3 | $341K | Sell |
3,660
-329
| -8% | -$30.7K | 0.08% | 157 |
|
|
2022
Q2 | $427K | Buy |
3,989
+323
| +9% | +$34.6K | 0.1% | 132 |
|
|
2022
Q1 | $408K | Buy |
3,666
+104
| +3% | +$11.6K | 0.08% | 154 |
|
|
2021
Q4 | $374K | Sell |
3,562
-75
| -2% | -$7.88K | 0.07% | 161 |
|
|
2021
Q3 | $357K | Sell |
3,637
-2,169
| -37% | -$213K | 0.11% | 160 |
|
|
2021
Q2 | $574K | Hold |
5,806
| – | – | 0.17% | 136 |
|
|
2021
Q1 | $563K | Buy |
5,806
+1
| +0% | +$97 | 0.21% | 115 |
|
|
2020
Q4 | $530K | Sell |
5,805
-1,681
| -22% | -$153K | 0.21% | 123 |
|
|
2020
Q3 | $664K | Buy |
7,486
+2,101
| +39% | +$186K | 0.35% | 85 |
|
|
2020
Q2 | $430K | Buy |
5,385
+1,266
| +31% | +$101K | 0.3% | 114 |
|
|
2020
Q1 | $333K | Buy |
4,119
+372
| +10% | +$30.1K | 0.33% | 109 |
|
|
2019
Q4 | $341K | Buy |
+3,747
| New | +$341K | 0.29% | 121 |
|