Advisornet Financial’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 | $780K | Sell |
6,611
-141
| -2% | -$16.6K | 0.05% | 279 |
|
|
2025
Q1 | $824K | Buy |
6,752
+809
| +14% | +$98.7K | 0.06% | 257 |
|
|
2024
Q4 | $640K | Buy |
5,943
+693
| +13% | +$74.7K | 0.05% | 264 |
|
|
2024
Q3 | $605K | Buy |
5,250
+428
| +9% | +$49.3K | 0.05% | 293 |
|
|
2024
Q2 | $483K | Buy |
4,822
+1,123
| +30% | +$113K | 0.04% | 312 |
|
|
2024
Q1 | $358K | Buy |
3,699
+1,556
| +73% | +$150K | 0.03% | 357 |
|
|
2023
Q4 | $208K | Buy |
2,143
+319
| +17% | +$31K | 0.02% | 462 |
|
|
2023
Q3 | $161K | Sell |
1,824
-386
| -17% | -$34.1K | 0.01% | 499 |
|
|
2023
Q2 | $198K | Sell |
2,210
-5
| -0.2% | -$449 | 0.02% | 476 |
|
|
2023
Q1 | $214K | Buy |
2,215
+251
| +13% | +$24.2K | 0.02% | 450 |
|
|
2022
Q4 | $202K | Sell |
1,964
-1,146
| -37% | -$118K | 0.02% | 469 |
|
|
2022
Q3 | $289K | Buy |
3,110
+26
| +0.8% | +$2.42K | 0.03% | 420 |
|
|
2022
Q2 | $331K | Sell |
3,084
-2
| -0.1% | -$215 | 0.03% | 392 |
|
|
2022
Q1 | $345K | Sell |
3,086
-853
| -22% | -$95.4K | 0.02% | 436 |
|
|
2021
Q4 | $413K | Buy |
3,939
+3
| +0.1% | +$315 | 0.03% | 434 |
|
|
2021
Q3 | $384K | Buy |
3,936
+258
| +7% | +$25.2K | 0.03% | 415 |
|
|
2021
Q2 | $363K | Sell |
3,678
-131
| -3% | -$12.9K | 0.02% | 439 |
|
|
2021
Q1 | $368K | Buy |
3,809
+1,820
| +92% | +$176K | 0.03% | 414 |
|
|
2020
Q4 | $182K | Sell |
1,989
-25
| -1% | -$2.29K | 0.01% | 525 |
|
|
2020
Q3 | $178K | Buy |
2,014
+29
| +1% | +$2.56K | 0.02% | 514 |
|
|
2020
Q2 | $159K | Buy |
1,985
+158
| +9% | +$12.7K | 0.01% | 544 |
|
|
2020
Q1 | $148K | Sell |
1,827
-553
| -23% | -$44.8K | 0.01% | 521 |
|
|
2019
Q4 | $217K | Sell |
2,380
-1,166
| -33% | -$106K | 0.02% | 486 |
|
|
2019
Q3 | $340K | Buy |
3,546
+1,871
| +112% | +$179K | 0.03% | 399 |
|
|
2019
Q2 | $148K | Buy |
1,675
+691
| +70% | +$61.1K | 0.02% | 507 |
|
|
2019
Q1 | $89K | Buy |
984
+198
| +25% | +$17.9K | 0.01% | 582 |
|
|
2018
Q4 | $68K | Buy |
786
+52
| +7% | +$4.5K | 0.01% | 610 |
|
|
2018
Q3 | $59K | Sell |
734
-998
| -58% | -$80.2K | 0.01% | 679 |
|
|
2018
Q2 | $137K | Buy |
1,732
+1,002
| +137% | +$79.3K | 0.02% | 463 |
|
|
2018
Q1 | $57K | Buy |
730
+2
| +0.3% | +$156 | 0.01% | 662 |
|
|
2017
Q4 | $61K | Buy |
+728
| New | +$61K | 0.01% | 597 |
|