Advisory Alpha’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 | Sell |
15,902
-71
| -0.4% | -$8.38K | 0.06% | 114 |
|
|
2025
Q1 | $1.95M | Buy |
15,973
+11
| +0.1% | +$1.34K | 0.07% | 117 |
|
|
2024
Q4 | $1.72M | Sell |
15,962
-830
| -5% | -$89.4K | 0.06% | 115 |
|
|
2024
Q3 | $1.94M | Buy |
16,792
+1,651
| +11% | +$190K | 0.07% | 105 |
|
|
2024
Q2 | $1.52M | Sell |
15,141
-401
| -3% | -$40.2K | 0.06% | 125 |
|
|
2024
Q1 | $1.5M | Buy |
15,542
+4,726
| +44% | +$457K | 0.06% | 127 |
|
|
2023
Q4 | $1.05M | Buy |
10,816
+489
| +5% | +$47.5K | 0.05% | 138 |
|
|
2023
Q3 | $911K | Buy |
10,327
+2,134
| +26% | +$188K | 0.05% | 146 |
|
|
2023
Q2 | $735K | Buy |
8,193
+1,598
| +24% | +$143K | 0.04% | 185 |
|
|
2023
Q1 | $636K | Sell |
6,595
-1,983
| -23% | -$191K | 0.04% | 157 |
|
|
2022
Q4 | $883K | Buy |
8,578
+40
| +0.5% | +$4.12K | 0.06% | 115 |
|
|
2022
Q3 | $794K | Sell |
8,538
-2,386
| -22% | -$222K | 0.06% | 118 |
|
|
2022
Q2 | $1.17M | Sell |
10,924
-456
| -4% | -$48.9K | 0.09% | 84 |
|
|
2022
Q1 | $1.27M | Buy |
11,380
+555
| +5% | +$62K | 0.08% | 95 |
|
|
2021
Q4 | $1.14M | Sell |
10,825
-549
| -5% | -$57.6K | 0.07% | 112 |
|
|
2021
Q3 | $1.11M | Sell |
11,374
-199
| -2% | -$19.4K | 0.08% | 105 |
|
|
2021
Q2 | $1.14M | Buy |
11,573
+8,192
| +242% | +$809K | 0.09% | 91 |
|
|
2021
Q1 | $326K | Buy |
3,381
+1,035
| +44% | +$99.8K | 0.03% | 132 |
|
|
2020
Q4 | $215K | Sell |
2,346
-41
| -2% | -$3.76K | 0.04% | 101 |
|
|
2020
Q3 | $218K | Sell |
2,387
-104
| -4% | -$9.5K | 0.05% | 86 |
|
|
2020
Q2 | $210K | Sell |
2,491
-300
| -11% | -$25.3K | 0.05% | 109 |
|
|
2020
Q1 | $238K | Buy |
2,791
+1,082
| +63% | +$92.1K | 0.07% | 82 |
|
|
2019
Q4 | $156K | Sell |
1,709
-23
| -1% | -$2.1K | 0.04% | 160 |
|
|
2019
Q3 | $166K | Buy |
+1,732
| New | +$166K | 0.05% | 125 |
|
|
2019
Q2 | – | Sell |
-1,697
| Closed | -$147K | – | 244 |
|
|
2019
Q1 | $147K | Buy |
+1,697
| New | +$147K | 0.05% | 131 |
|