AE Wealth Management’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 | $3.81M | Buy |
32,296
+2,279
| +8% | +$269K | 0.03% | 406 |
|
|
2025
Q1 | $3.66M | Buy |
30,017
+1,346
| +5% | +$164K | 0.03% | 404 |
|
|
2024
Q4 | $3.09M | Buy |
28,671
+164
| +0.6% | +$17.7K | 0.03% | 442 |
|
|
2024
Q3 | $3.29M | Sell |
28,507
-11,664
| -29% | -$1.34M | 0.03% | 420 |
|
|
2024
Q2 | $4.03M | Buy |
40,171
+5,957
| +17% | +$597K | 0.04% | 376 |
|
|
2024
Q1 | $3.31M | Sell |
34,214
-126,627
| -79% | -$12.2M | 0.04% | 381 |
|
|
2023
Q4 | $15.4M | Buy |
160,841
+23,650
| +17% | +$2.27M | 0.08% | 290 |
|
|
2023
Q3 | $12.1M | Sell |
137,191
-5,161
| -4% | -$456K | 0.07% | 331 |
|
|
2023
Q2 | $12.8M | Sell |
142,352
-14,994
| -10% | -$1.35M | 0.08% | 316 |
|
|
2023
Q1 | $15.2M | Buy |
157,346
+7,879
| +5% | +$760K | 0.1% | 249 |
|
|
2022
Q4 | $15.4M | Buy |
149,467
+16,396
| +12% | +$1.69M | 0.11% | 214 |
|
|
2022
Q3 | $12.4M | Buy |
133,071
+5,833
| +5% | +$543K | 0.1% | 220 |
|
|
2022
Q2 | $13.6M | Buy |
127,238
+10,110
| +9% | +$1.08M | 0.11% | 204 |
|
|
2022
Q1 | $13.1M | Buy |
117,128
+5,991
| +5% | +$669K | 0.09% | 233 |
|
|
2021
Q4 | $11.7M | Buy |
111,137
+3,691
| +3% | +$387K | 0.08% | 236 |
|
|
2021
Q3 | $10.5M | Buy |
107,446
+8,580
| +9% | +$837K | 0.09% | 232 |
|
|
2021
Q2 | $9.76M | Buy |
98,866
+13,183
| +15% | +$1.3M | 0.09% | 225 |
|
|
2021
Q1 | $8.27M | Sell |
85,683
-32,381
| -27% | -$3.13M | 0.08% | 233 |
|
|
2020
Q4 | $10.8M | Sell |
118,064
-8,498
| -7% | -$778K | 0.12% | 169 |
|
|
2020
Q3 | $11.2M | Buy |
126,562
+1,587
| +1% | +$141K | 0.16% | 130 |
|
|
2020
Q2 | $9.98M | Buy |
124,975
+119
| +0.1% | +$9.51K | 0.15% | 142 |
|
|
2020
Q1 | $10.1M | Sell |
124,856
-3,930
| -3% | -$318K | 0.23% | 87 |
|
|
2019
Q4 | $11.7M | Buy |
128,786
+9,512
| +8% | +$868K | 0.25% | 84 |
|
|
2019
Q3 | $11.4M | Sell |
119,274
-6,733
| -5% | -$645K | 0.33% | 61 |
|
|
2019
Q2 | $11.1M | Buy |
126,007
+41,584
| +49% | +$3.67M | 0.33% | 61 |
|
|
2019
Q1 | $7.6M | Buy |
84,423
+10,064
| +14% | +$906K | 0.53% | 45 |
|
|
2018
Q4 | $6.42M | Sell |
74,359
-15,757
| -17% | -$1.36M | 1.1% | 15 |
|
|
2018
Q3 | $7.21M | Buy |
90,116
+36,941
| +69% | +$2.96M | 0.4% | 50 |
|
|
2018
Q2 | $4.21M | Buy |
53,175
+25,434
| +92% | +$2.01M | 0.29% | 57 |
|
|
2018
Q1 | $2.15M | Buy |
27,741
+1,059
| +4% | +$82K | 0.17% | 90 |
|
|
2017
Q4 | $2.24M | Sell |
26,682
-10,999
| -29% | -$925K | 0.2% | 83 |
|
|
2017
Q3 | $3.16M | Sell |
37,681
-1,062
| -3% | -$89.1K | 0.29% | 59 |
|
|
2017
Q2 | $3.24M | Buy |
38,743
+9,485
| +32% | +$793K | 0.39% | 54 |
|
|
2017
Q1 | $2.4M | Buy |
29,258
+9,087
| +45% | +$745K | 0.44% | 44 |
|
|
2016
Q4 | $1.57M | Buy |
+20,171
| New | +$1.57M | 0.63% | 35 |
|