Advisor Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $15.1M | Sell |
165,340
-1,004
| -0.6% | -$91.6K | 0.1% | 177 |
|
|
2019
Q3 | $16M | Buy |
166,344
+2,378
| +1% | +$228K | 0.12% | 158 |
|
|
2019
Q2 | $14.5M | Buy |
163,966
+9,888
| +6% | +$873K | 0.11% | 162 |
|
|
2019
Q1 | $13.9M | Sell |
154,078
-6,072
| -4% | -$547K | 0.11% | 160 |
|
|
2018
Q4 | $13.8M | Buy |
160,150
+53,830
| +51% | +$4.65M | 0.14% | 132 |
|
|
2018
Q3 | $8.51M | Buy |
106,320
+17,947
| +20% | +$1.44M | 0.09% | 205 |
|
|
2018
Q2 | $6.99M | Sell |
88,373
-5,301
| -6% | -$419K | 0.1% | 191 |
|
|
2018
Q1 | $7.26M | Sell |
93,674
-1,976
| -2% | -$153K | 0.1% | 185 |
|
|
2017
Q4 | $8.05M | Buy |
95,650
+4,861
| +5% | +$409K | 0.11% | 175 |
|
|
2017
Q3 | $7.62M | Buy |
90,789
+12,851
| +16% | +$1.08M | 0.12% | 167 |
|
|
2017
Q2 | $6.52M | Buy |
77,938
+4,321
| +6% | +$361K | 0.11% | 180 |
|
|
2017
Q1 | $6.04M | Buy |
73,617
+5,568
| +8% | +$457K | 0.12% | 180 |
|
|
2016
Q4 | $5.28M | Sell |
68,049
-2,917
| -4% | -$226K | 0.12% | 183 |
|
|
2016
Q3 | $5.68M | Buy |
70,966
+9,483
| +15% | +$759K | 0.14% | 168 |
|
|
2016
Q2 | $5.27M | Buy |
+61,483
| New | +$5.27M | 0.14% | 169 |
|