Advisor OS’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 | $1.88M | Buy |
15,957
+2,173
| +16% | +$256K | 0.19% | 78 |
|
|
2025
Q1 | $1.68M | Buy |
13,784
+767
| +6% | +$93.6K | 0.19% | 74 |
|
|
2024
Q4 | $1.4M | Buy |
13,017
+1,299
| +11% | +$140K | 0.16% | 95 |
|
|
2024
Q3 | $1.35M | Buy |
11,718
+713
| +6% | +$82.2K | 0.13% | 120 |
|
|
2024
Q2 | $1.1M | Buy |
11,005
+1,588
| +17% | +$159K | 0.12% | 151 |
|
|
2024
Q1 | $911K | Buy |
9,417
+4,253
| +82% | +$411K | 0.1% | 175 |
|
|
2023
Q4 | $501K | Buy |
5,164
+1,204
| +30% | +$117K | 0.07% | 213 |
|
|
2023
Q3 | $349K | Sell |
3,960
-4,871
| -55% | -$430K | 0.05% | 218 |
|
|
2023
Q2 | $793K | Sell |
8,831
-3,659
| -29% | -$328K | 0.13% | 160 |
|
|
2023
Q1 | $1.2M | Sell |
12,490
-619
| -5% | -$59.7K | 0.29% | 89 |
|
|
2022
Q4 | $1.35M | Buy |
13,109
+3,437
| +36% | +$354K | 0.36% | 69 |
|
|
2022
Q3 | $900K | Sell |
9,672
-325
| -3% | -$30.2K | 0.27% | 78 |
|
|
2022
Q2 | $1.07M | Buy |
9,997
+3,520
| +54% | +$377K | 0.31% | 70 |
|
|
2022
Q1 | $724K | Buy |
6,477
+1,450
| +29% | +$162K | 0.21% | 113 |
|
|
2021
Q4 | $528K | Buy |
5,027
+589
| +13% | +$61.9K | 0.11% | 160 |
|
|
2021
Q3 | $433K | Buy |
4,438
+561
| +14% | +$54.7K | 0.09% | 162 |
|
|
2021
Q2 | $383K | Buy |
3,877
+1,707
| +79% | +$169K | 0.08% | 167 |
|
|
2021
Q1 | $208K | Buy |
+2,170
| New | +$208K | 0.05% | 190 |
|
|
2020
Q4 | – | Sell |
-2,587
| Closed | -$229K | – | 142 |
|
|
2020
Q3 | $229K | Sell |
2,587
-2,751
| -52% | -$244K | 0.1% | 97 |
|
|
2020
Q2 | $426K | Buy |
+5,338
| New | +$426K | 0.25% | 81 |
|