Annex 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 | – | Sell |
-1,820
| Closed | -$222K | – | 328 |
|
|
2025
Q1 | $222K | Buy |
+1,820
| New | +$222K | 0.01% | 278 |
|
|
2024
Q1 | – | Sell |
-2,414
| Closed | -$234K | – | 287 |
|
|
2023
Q4 | $234K | Sell |
2,414
-499
| -17% | -$48.4K | 0.01% | 239 |
|
|
2023
Q3 | $257K | Sell |
2,913
-665
| -19% | -$58.7K | 0.02% | 213 |
|
|
2023
Q2 | $321K | Buy |
3,578
+1,477
| +70% | +$133K | 0.02% | 180 |
|
|
2023
Q1 | $203K | Buy |
2,101
+11
| +0.5% | +$1.06K | 0.01% | 232 |
|
|
2022
Q4 | $215K | Sell |
2,090
-1,100
| -34% | -$113K | 0.01% | 231 |
|
|
2022
Q3 | $297K | Sell |
3,190
-8
| -0.3% | -$745 | 0.02% | 178 |
|
|
2022
Q2 | $343K | Buy |
3,198
+1,005
| +46% | +$108K | 0.02% | 171 |
|
|
2022
Q1 | $245K | Buy |
2,193
+27
| +1% | +$3.02K | 0.02% | 215 |
|
|
2021
Q4 | $227K | Buy |
2,166
+83
| +4% | +$8.7K | 0.02% | 224 |
|
|
2021
Q3 | $203K | Sell |
2,083
-474
| -19% | -$46.2K | 0.02% | 203 |
|
|
2021
Q2 | $252K | Buy |
2,557
+34
| +1% | +$3.35K | 0.02% | 187 |
|
|
2021
Q1 | $243K | Buy |
+2,523
| New | +$243K | 0.02% | 177 |
|
|
2018
Q1 | – | Sell |
-2,508
| Closed | -$211K | – | 131 |
|
|
2017
Q4 | $211K | Buy |
+2,508
| New | +$211K | 0.04% | 116 |
|