AIA
Arbor Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
3,831
+11
| +0.3% | +$1.3K | 0.06% | 61 |
|
|
2025
Q1 | $466K | Sell |
3,820
-255
| -6% | -$31.1K | 0.06% | 58 |
|
|
2024
Q4 | $439K | Sell |
4,075
-7,066
| -63% | -$761K | 0.06% | 59 |
|
|
2024
Q3 | $1.28M | Buy |
11,141
+7,086
| +175% | +$817K | 0.17% | 40 |
|
|
2024
Q2 | $406K | Sell |
4,055
-6,772
| -63% | -$679K | 0.06% | 58 |
|
|
2024
Q1 | $1.05M | Buy |
10,827
+12
| +0.1% | +$1.16K | 0.15% | 42 |
|
|
2023
Q4 | $1.05M | Sell |
10,815
-176
| -2% | -$17.1K | 0.16% | 41 |
|
|
2023
Q3 | $970K | Buy |
10,991
+111
| +1% | +$9.8K | 0.17% | 41 |
|
|
2023
Q2 | $976K | Sell |
10,880
-123
| -1% | -$11K | 0.17% | 41 |
|
|
2023
Q1 | $1.06M | Buy |
11,003
+11
| +0.1% | +$1.06K | 0.2% | 38 |
|
|
2022
Q4 | $1.13M | Buy |
10,992
+6,793
| +162% | +$700K | 0.23% | 37 |
|
|
2022
Q3 | $391K | Sell |
4,199
-6,774
| -62% | -$631K | 0.09% | 46 |
|
|
2022
Q2 | $1.18M | Buy |
10,973
+10
| +0.1% | +$1.07K | 0.25% | 34 |
|
|
2022
Q1 | $1.22M | Buy |
10,963
+110
| +1% | +$12.3K | 0.23% | 33 |
|
|
2021
Q4 | $1.14M | Buy |
10,853
+248
| +2% | +$26K | 0.21% | 33 |
|
|
2021
Q3 | $1.04M | Buy |
10,605
+7
| +0.1% | +$683 | 0.21% | 34 |
|
|
2021
Q2 | $1.05M | Buy |
10,598
+7
| +0.1% | +$691 | 0.22% | 34 |
|
|
2021
Q1 | $1.02M | Buy |
10,591
+7
| +0.1% | +$675 | 0.23% | 35 |
|
|
2020
Q4 | $969K | Sell |
10,584
-23
| -0.2% | -$2.11K | 0.22% | 35 |
|
|
2020
Q3 | $939K | Sell |
10,607
-398
| -4% | -$35.2K | 0.25% | 34 |
|
|
2020
Q2 | $879K | Buy |
11,005
+7
| +0.1% | +$559 | 0.24% | 33 |
|
|
2020
Q1 | $889K | Buy |
10,998
+820
| +8% | +$66.3K | 0.29% | 30 |
|
|
2019
Q4 | $928K | Sell |
10,178
-912
| -8% | -$83.2K | 0.26% | 31 |
|
|
2019
Q3 | $1.06M | Buy |
11,090
+6
| +0.1% | +$575 | 0.32% | 28 |
|
|
2019
Q2 | $978K | Sell |
11,084
-82
| -0.7% | -$7.24K | 0.31% | 25 |
|
|
2019
Q1 | $1.01M | Buy |
11,166
+7
| +0.1% | +$630 | 0.32% | 24 |
|
|
2018
Q4 | $963K | Sell |
11,159
-94
| -0.8% | -$8.11K | 0.35% | 23 |
|
|
2018
Q3 | $900K | Sell |
11,253
-887
| -7% | -$70.9K | 0.33% | 24 |
|
|
2018
Q2 | $960K | Buy |
12,140
+8
| +0.1% | +$633 | 0.38% | 21 |
|
|
2018
Q1 | $940K | Buy |
12,132
+7
| +0.1% | +$542 | 0.39% | 20 |
|
|
2017
Q4 | $1.02M | Sell |
12,125
-17
| -0.1% | -$1.43K | 0.45% | 19 |
|
|
2017
Q3 | $1.02M | Buy |
12,142
+6,699
| +123% | +$562K | 0.48% | 18 |
|
|
2017
Q2 | $455K | Buy |
5,443
+6
| +0.1% | +$502 | 0.22% | 27 |
|
|
2017
Q1 | $446K | Sell |
5,437
-2,791
| -34% | -$229K | 0.23% | 27 |
|
|
2016
Q4 | $639K | Sell |
8,228
-854
| -9% | -$66.3K | 0.34% | 22 |
|
|
2016
Q3 | $727K | Buy |
9,082
+15
| +0.2% | +$1.2K | 0.4% | 19 |
|
|
2016
Q2 | $778K | Buy |
9,067
+1,048
| +13% | +$89.9K | 0.45% | 19 |
|
|
2016
Q1 | $647K | Sell |
8,019
-85
| -1% | -$6.86K | 0.39% | 20 |
|
|
2015
Q4 | $579K | Sell |
8,104
-243
| -3% | -$17.4K | 0.35% | 21 |
|
|
2015
Q3 | $600K | Sell |
8,347
-83
| -1% | -$5.97K | 0.38% | 21 |
|
|
2015
Q2 | $595K | Sell |
8,430
-16
| -0.2% | -$1.13K | 0.33% | 23 |
|
|
2015
Q1 | $648K | Sell |
8,446
-140
| -2% | -$10.7K | 0.36% | 23 |
|
|
2014
Q4 | $717K | Sell |
8,586
-469
| -5% | -$39.2K | 0.4% | 20 |
|
|
2014
Q3 | $677K | Buy |
9,055
+563
| +7% | +$42.1K | 0.38% | 22 |
|
|
2014
Q2 | $630K | Sell |
8,492
-243
| -3% | -$18K | 0.34% | 25 |
|
|
2014
Q1 | $622K | Sell |
8,735
-4,769
| -35% | -$340K | 0.36% | 25 |
|
|
2013
Q4 | $932K | Sell |
13,504
-282
| -2% | -$19.5K | 0.56% | 21 |
|
|
2013
Q3 | $921K | Sell |
13,786
-471
| -3% | -$31.5K | 0.6% | 18 |
|
|
2013
Q2 | $962K | Buy |
+14,257
| New | +$962K | 0.68% | 17 |
|