Allegheny Financial Group’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 | $499K | Buy |
4,232
+17
| +0.4% | +$2.01K | 0.11% | 138 |
|
|
2025
Q1 | $514K | Sell |
4,215
-32
| -0.8% | -$3.9K | 0.13% | 124 |
|
|
2024
Q4 | $458K | Sell |
4,247
-414
| -9% | -$44.6K | 0.12% | 134 |
|
|
2024
Q3 | $537K | Buy |
4,661
+2,147
| +85% | +$248K | 0.13% | 134 |
|
|
2024
Q2 | $252K | Buy |
2,514
+84
| +3% | +$8.42K | 0.07% | 192 |
|
|
2024
Q1 | $235K | Buy |
2,430
+1
| +0% | +$97 | 0.07% | 181 |
|
|
2023
Q4 | $236K | Buy |
2,429
+5
| +0.2% | +$485 | 0.08% | 187 |
|
|
2023
Q3 | $214K | Buy |
+2,424
| New | +$214K | 0.08% | 177 |
|
|
2023
Q2 | – | Sell |
-3,005
| Closed | -$290K | – | 155 |
|
|
2023
Q1 | $290K | Buy |
3,005
+25
| +0.8% | +$2.41K | 0.12% | 133 |
|
|
2022
Q4 | $307K | Sell |
2,980
-59
| -2% | -$6.08K | 0.13% | 126 |
|
|
2022
Q3 | $282K | Buy |
3,039
+8
| +0.3% | +$742 | 0.13% | 120 |
|
|
2022
Q2 | $325K | Sell |
3,031
-50
| -2% | -$5.36K | 0.15% | 113 |
|
|
2022
Q1 | $344K | Sell |
3,081
-200
| -6% | -$22.3K | 0.15% | 110 |
|
|
2021
Q4 | $344K | Buy |
3,281
+820
| +33% | +$86K | 0.14% | 108 |
|
|
2021
Q3 | $240K | Sell |
2,461
-113
| -4% | -$11K | 0.11% | 124 |
|
|
2021
Q2 | $254K | Buy |
2,574
+14
| +0.5% | +$1.38K | 0.11% | 121 |
|
|
2021
Q1 | $247K | Buy |
2,560
+15
| +0.6% | +$1.45K | 0.18% | 82 |
|
|
2020
Q4 | $233K | Buy |
+2,545
| New | +$233K | 0.13% | 113 |
|