Allegheny Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $530K | Buy |
4,044
+18
| +0.4% | +$2.25K | 0.07% | 150 |
|
|
2025
Q4 | $472K | Sell |
4,026
-188
| -4% | -$23K | 0.07% | 152 |
|
|
2025
Q3 | $522K | Sell |
4,214
-18
| -0.4% | -$2.18K | 0.1% | 140 |
|
|
2025
Q2 | $499K | Buy |
4,232
+17
| +0.4% | +$2.01K | 0.11% | 138 |
|
|
2025
Q1 | $514K | Sell |
4,215
-32
| -0.8% | -$3.65K | 0.13% | 124 |
|
|
2024
Q4 | $458K | Sell |
4,247
-414
| -9% | -$46.9K | 0.12% | 134 |
|
|
2024
Q3 | $537K | Buy |
4,661
+2,147
| +85% | +$239K | 0.13% | 134 |
|
|
2024
Q2 | $252K | Buy |
2,514
+84
| +3% | +$8.4K | 0.07% | 192 |
|
|
2024
Q1 | $235K | Buy |
2,430
+1
| +0% | +$95 | 0.07% | 181 |
|
|
2023
Q4 | $236K | Buy |
2,429
+5
| +0.2% | +$455 | 0.08% | 187 |
|
|
2023
Q3 | $214K | Buy |
+2,424
| New | +$222K | 0.08% | 177 |
|
|
2023
Q2 | – | Sell |
-3,005
| Closed | -$290K | – | 155 |
|
|
2023
Q1 | $290K | Buy |
3,005
+25
| +0.8% | +$2.47K | 0.12% | 133 |
|
|
2022
Q4 | $307K | Sell |
2,980
-59
| -2% | -$5.66K | 0.13% | 126 |
|
|
2022
Q3 | $282K | Buy |
3,039
+8
| +0.3% | +$859 | 0.13% | 120 |
|
|
2022
Q2 | $325K | Sell |
3,031
-50
| -2% | -$5.5K | 0.15% | 113 |
|
|
2022
Q1 | $344K | Sell |
3,081
-200
| -6% | -$20.8K | 0.15% | 110 |
|
|
2021
Q4 | $344K | Buy |
3,281
+820
| +33% | +$83.1K | 0.14% | 108 |
|
|
2021
Q3 | $240K | Sell |
2,461
-113
| -4% | -$11.7K | 0.11% | 124 |
|
|
2021
Q2 | $254K | Buy |
2,574
+14
| +0.5% | +$1.41K | 0.11% | 121 |
|
|
2021
Q1 | $247K | Buy |
2,560
+15
| +0.6% | +$1.37K | 0.18% | 82 |
|
|
2020
Q4 | $233K | Buy |
+2,545
| New | +$235K | 0.13% | 113 |
|
Other funds holding DUK
VCM
VPM
