AG
Advocate Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Sell |
71,885
-849
| -1% | -$100K | 1.52% | 22 |
|
|
2025
Q1 | $8.87M | Sell |
72,734
-3,234
| -4% | -$394K | 1.62% | 22 |
|
|
2024
Q4 | $8.18M | Sell |
75,968
-9,110
| -11% | -$982K | 1.54% | 24 |
|
|
2024
Q3 | $9.81M | Buy |
85,078
+961
| +1% | +$111K | 1.78% | 11 |
|
|
2024
Q2 | $8.43M | Buy |
84,117
+1,731
| +2% | +$173K | 1.7% | 17 |
|
|
2024
Q1 | $7.97M | Buy |
82,386
+11,541
| +16% | +$1.12M | 1.58% | 22 |
|
|
2023
Q4 | $6.87M | Buy |
70,845
+1,641
| +2% | +$159K | 1.48% | 21 |
|
|
2023
Q3 | $6.11M | Buy |
69,204
+4,676
| +7% | +$413K | 1.42% | 26 |
|
|
2023
Q2 | $5.79M | Sell |
64,528
-1,150
| -2% | -$103K | 1.27% | 31 |
|
|
2023
Q1 | $6.34M | Sell |
65,678
-9,468
| -13% | -$913K | 1.38% | 27 |
|
|
2022
Q4 | $7.74M | Sell |
75,146
-5,009
| -6% | -$516K | 1.67% | 18 |
|
|
2022
Q3 | $7.46M | Sell |
80,155
-3,074
| -4% | -$286K | 1.84% | 14 |
|
|
2022
Q2 | $8.92M | Buy |
+83,229
| New | +$8.92M | 2.08% | 12 |
|