Advisory Services Network’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 | $6.52M | Buy |
53,634
+883
| +2% | +$107K | 0.11% | 206 |
|
|
2025
Q1 | $6.43M | Sell |
52,751
-13,257
| -20% | -$1.62M | 0.12% | 186 |
|
|
2024
Q4 | $7.11M | Buy |
66,008
+10,809
| +20% | +$1.16M | 0.13% | 161 |
|
|
2024
Q3 | $5.53M | Hold |
55,199
| – | – | 0.11% | 187 |
|
|
2024
Q2 | $5.53M | Sell |
55,199
-8,046
| -13% | -$806K | 0.11% | 187 |
|
|
2024
Q1 | $6.12M | Sell |
63,245
-11,706
| -16% | -$1.13M | 0.14% | 174 |
|
|
2023
Q4 | $7.27M | Sell |
74,951
-6,567
| -8% | -$637K | 0.18% | 118 |
|
|
2023
Q3 | $7.19M | Buy |
81,518
+14,701
| +22% | +$1.3M | 0.19% | 107 |
|
|
2023
Q2 | $6M | Sell |
66,817
-1,438
| -2% | -$129K | 0.16% | 139 |
|
|
2023
Q1 | $6.58M | Buy |
68,255
+4,495
| +7% | +$434K | 0.18% | 124 |
|
|
2022
Q4 | $6.57M | Buy |
63,760
+5,971
| +10% | +$615K | 0.2% | 110 |
|
|
2022
Q3 | $5.38M | Sell |
57,789
-5,198
| -8% | -$484K | 0.19% | 121 |
|
|
2022
Q2 | $6.75M | Buy |
62,987
+4,418
| +8% | +$474K | 0.23% | 98 |
|
|
2022
Q1 | $6.54M | Buy |
58,569
+6,824
| +13% | +$762K | 0.19% | 117 |
|
|
2021
Q4 | $5.43M | Buy |
51,745
+1,620
| +3% | +$170K | 0.16% | 157 |
|
|
2021
Q3 | $4.89M | Buy |
50,125
+6,190
| +14% | +$604K | 0.16% | 166 |
|
|
2021
Q2 | $4.34M | Sell |
43,935
-2,126
| -5% | -$210K | 0.14% | 189 |
|
|
2021
Q1 | $4.45M | Buy |
46,061
+6,952
| +18% | +$671K | 0.17% | 154 |
|
|
2020
Q4 | $3.58M | Sell |
39,109
-2,761
| -7% | -$253K | 0.14% | 180 |
|
|
2020
Q3 | $3.71M | Buy |
41,870
+3,110
| +8% | +$275K | 0.17% | 146 |
|
|
2020
Q2 | $3.1M | Buy |
38,760
+3,414
| +10% | +$273K | 0.17% | 153 |
|
|
2020
Q1 | $2.86M | Buy |
35,346
+302
| +0.9% | +$24.4K | 0.19% | 137 |
|
|
2019
Q4 | $3.2M | Buy |
35,044
+787
| +2% | +$71.8K | 0.17% | 152 |
|
|
2019
Q3 | $3.02M | Hold |
34,257
| – | – | 0.19% | 140 |
|
|
2019
Q2 | $3.02M | Buy |
34,257
+16,535
| +93% | +$1.46M | 0.19% | 140 |
|
|
2019
Q1 | $1.6M | Sell |
17,722
-2,258
| -11% | -$203K | 0.11% | 242 |
|
|
2018
Q4 | $1.72M | Sell |
19,980
-2,396
| -11% | -$207K | 0.15% | 173 |
|
|
2018
Q3 | $1.79M | Buy |
22,376
+168
| +0.8% | +$13.4K | 0.13% | 208 |
|
|
2018
Q2 | $1.8M | Buy |
22,208
+84
| +0.4% | +$6.82K | 0.14% | 203 |
|
|
2018
Q1 | $1.71M | Buy |
22,124
+502
| +2% | +$38.9K | 0.14% | 195 |
|
|
2017
Q4 | $1.82M | Buy |
21,622
+7,295
| +51% | +$614K | 0.16% | 166 |
|
|
2017
Q3 | $1.2M | Buy |
14,327
+1,015
| +8% | +$85.2K | 0.14% | 190 |
|
|
2017
Q2 | $1.11M | Buy |
13,312
+2,407
| +22% | +$201K | 0.15% | 190 |
|
|
2017
Q1 | $894K | Buy |
+10,905
| New | +$894K | 0.13% | 213 |
|
|
2016
Q3 | $655K | Buy |
8,181
+326
| +4% | +$26.1K | 0.12% | 224 |
|
|
2016
Q2 | $674K | Buy |
7,855
+135
| +2% | +$11.6K | 0.15% | 180 |
|
|
2016
Q1 | $623K | Buy |
7,720
+2,884
| +60% | +$233K | 0.17% | 163 |
|
|
2015
Q4 | $345K | Buy |
4,836
+62
| +1% | +$4.42K | 0.11% | 229 |
|
|
2015
Q3 | $343K | Buy |
4,774
+576
| +14% | +$41.4K | 0.1% | 199 |
|
|
2015
Q2 | $298K | Buy |
4,198
+112
| +3% | +$7.95K | 0.09% | 240 |
|
|
2015
Q1 | $320K | Buy |
4,086
+1,641
| +67% | +$129K | 0.09% | 223 |
|
|
2014
Q4 | $214K | Sell |
2,445
-1,009
| -29% | -$88.3K | 0.07% | 236 |
|
|
2014
Q3 | $258K | Buy |
3,454
+623
| +22% | +$46.5K | 0.09% | 222 |
|
|
2014
Q2 | $210K | Sell |
2,831
-101
| -3% | -$7.49K | 0.09% | 231 |
|
|
2014
Q1 | $209K | Sell |
2,932
-268
| -8% | -$19.1K | 0.11% | 190 |
|
|
2013
Q4 | $221K | Buy |
+3,200
| New | +$221K | 0.11% | 167 |
|