Aptus Capital Advisors’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 | $22.8M | Buy |
193,009
+34,011
| +21% | +$4.01M | 0.19% | 100 |
|
|
2025
Q1 | $19.4M | Buy |
158,998
+26,230
| +20% | +$3.2M | 0.2% | 102 |
|
|
2024
Q4 | $14.3M | Buy |
132,768
+26,237
| +25% | +$2.83M | 0.15% | 110 |
|
|
2024
Q3 | $12.3M | Buy |
106,531
+14,726
| +16% | +$1.7M | 0.18% | 118 |
|
|
2024
Q2 | $9.2M | Buy |
91,805
+17,146
| +23% | +$1.72M | 0.16% | 120 |
|
|
2024
Q1 | $7.22M | Buy |
74,659
+6,823
| +10% | +$660K | 0.13% | 134 |
|
|
2023
Q4 | $6.58M | Buy |
67,836
+52,526
| +343% | +$5.1M | 0.18% | 104 |
|
|
2023
Q3 | $1.35M | Buy |
15,310
+2,846
| +23% | +$251K | 0.04% | 267 |
|
|
2023
Q2 | $1.12M | Sell |
12,464
-1,269
| -9% | -$114K | 0.03% | 249 |
|
|
2023
Q1 | $1.32M | Sell |
13,733
-187
| -1% | -$18K | 0.04% | 248 |
|
|
2022
Q4 | $1.43M | Buy |
13,920
+110
| +0.8% | +$11.3K | 0.04% | 240 |
|
|
2022
Q3 | $1.29M | Buy |
13,810
+1,929
| +16% | +$179K | 0.03% | 236 |
|
|
2022
Q2 | $1.27M | Buy |
11,881
+2,578
| +28% | +$276K | 0.03% | 217 |
|
|
2022
Q1 | $1.04M | Buy |
9,303
+1,056
| +13% | +$118K | 0.03% | 241 |
|
|
2021
Q4 | $865K | Buy |
8,247
+735
| +10% | +$77.1K | 0.03% | 247 |
|
|
2021
Q3 | $733K | Sell |
7,512
-83
| -1% | -$8.1K | 0.02% | 240 |
|
|
2021
Q2 | $750K | Buy |
7,595
+2,369
| +45% | +$234K | 0.02% | 238 |
|
|
2021
Q1 | $504K | Buy |
5,226
+38
| +0.7% | +$3.67K | 0.02% | 251 |
|
|
2020
Q4 | $474K | Buy |
5,188
+168
| +3% | +$15.3K | 0.02% | 221 |
|
|
2020
Q3 | $444K | Sell |
5,020
-76
| -1% | -$6.72K | 0.02% | 213 |
|
|
2020
Q2 | $407K | Hold |
5,096
| – | – | 0.03% | 199 |
|
|
2020
Q1 | $412K | Sell |
5,096
-4,135
| -45% | -$334K | 0.04% | 176 |
|
|
2019
Q4 | $842K | Buy |
9,231
+379
| +4% | +$34.6K | 0.06% | 136 |
|
|
2019
Q3 | $848K | Buy |
8,852
+3,225
| +57% | +$309K | 0.05% | 152 |
|
|
2019
Q2 | $496K | Sell |
5,627
-286
| -5% | -$25.2K | 0.07% | 223 |
|
|
2019
Q1 | $532K | Buy |
+5,913
| New | +$532K | 0.09% | 161 |
|