Ameritas Advisory Services’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 | $1.97M | Sell |
16,667
-2,732
| -14% | -$322K | 0.1% | 196 |
|
|
2025
Q1 | $2.29M | Sell |
19,399
-215
| -1% | -$25.4K | 0.09% | 208 |
|
|
2024
Q4 | $2.11M | Buy |
19,614
+1,481
| +8% | +$160K | 0.07% | 245 |
|
|
2024
Q3 | $2.09M | Sell |
18,133
-2,371
| -12% | -$273K | 0.09% | 220 |
|
|
2024
Q2 | $2.06M | Buy |
20,504
+913
| +5% | +$91.5K | 0.08% | 245 |
|
|
2024
Q1 | $1.92M | Buy |
19,591
+4,102
| +26% | +$401K | 0.08% | 242 |
|
|
2023
Q4 | $1.49M | Sell |
15,489
-4,540
| -23% | -$437K | 0.08% | 217 |
|
|
2023
Q3 | $1.77M | Buy |
20,029
+13,218
| +194% | +$1.17M | 0.09% | 223 |
|
|
2023
Q2 | $611K | Sell |
6,811
-11,060
| -62% | -$993K | 0.08% | 248 |
|
|
2023
Q1 | $1.75M | Sell |
17,871
-4,633
| -21% | -$454K | 0.09% | 218 |
|
|
2022
Q4 | $2.32M | Buy |
22,504
+3,505
| +18% | +$361K | 0.11% | 199 |
|
|
2022
Q3 | $1.77M | Buy |
18,999
+867
| +5% | +$80.6K | 0.11% | 187 |
|
|
2022
Q2 | $1.94M | Buy |
18,132
+1,141
| +7% | +$122K | 0.11% | 180 |
|
|
2022
Q1 | $1.9M | Sell |
16,991
-276
| -2% | -$30.8K | 0.07% | 221 |
|
|
2021
Q4 | $1.81M | Buy |
+17,267
| New | +$1.81M | 0.07% | 239 |
|