Archford Capital Strategies’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 | $943K | Sell |
7,994
-418
| -5% | -$49.3K | 0.12% | 156 |
|
|
2025
Q1 | $1.03M | Sell |
8,412
-43
| -0.5% | -$5.25K | 0.15% | 142 |
|
|
2024
Q4 | $911K | Sell |
8,455
-6
| -0.1% | -$646 | 0.14% | 141 |
|
|
2024
Q3 | $974K | Buy |
8,461
+362
| +4% | +$41.7K | 0.15% | 132 |
|
|
2024
Q2 | $812K | Sell |
8,099
-52
| -0.6% | -$5.21K | 0.13% | 141 |
|
|
2024
Q1 | $788K | Sell |
8,151
-905
| -10% | -$87.5K | 0.13% | 142 |
|
|
2023
Q4 | $879K | Sell |
9,056
-3,953
| -30% | -$384K | 0.16% | 135 |
|
|
2023
Q3 | $1.15M | Buy |
13,009
+2,541
| +24% | +$224K | 0.23% | 107 |
|
|
2023
Q2 | $992K | Buy |
10,468
+2,885
| +38% | +$273K | 0.19% | 129 |
|
|
2023
Q1 | $750K | Buy |
7,583
+397
| +6% | +$39.2K | 0.16% | 151 |
|
|
2022
Q4 | $740K | Buy |
7,186
+1,009
| +16% | +$104K | 0.17% | 142 |
|
|
2022
Q3 | $575K | Buy |
6,177
+196
| +3% | +$18.2K | 0.15% | 163 |
|
|
2022
Q2 | $641K | Buy |
5,981
+1,009
| +20% | +$108K | 0.16% | 156 |
|
|
2022
Q1 | $559K | Buy |
4,972
+1,224
| +33% | +$138K | 0.12% | 169 |
|
|
2021
Q4 | $393K | Buy |
3,748
+1,180
| +46% | +$124K | 0.09% | 216 |
|
|
2021
Q3 | $251K | Buy |
2,568
+173
| +7% | +$16.9K | 0.06% | 277 |
|
|
2021
Q2 | $236K | Buy |
2,395
+328
| +16% | +$32.3K | 0.06% | 273 |
|
|
2021
Q1 | $206K | Sell |
2,067
-4,831
| -70% | -$481K | 0.05% | 262 |
|
|
2020
Q4 | $621K | Sell |
6,898
-1,772
| -20% | -$160K | 0.14% | 173 |
|
|
2020
Q3 | $768K | Buy |
8,670
+2,563
| +42% | +$227K | 0.21% | 141 |
|
|
2020
Q2 | $488K | Buy |
6,107
+33
| +0.5% | +$2.64K | 0.15% | 158 |
|
|
2020
Q1 | $491K | Hold |
6,074
| – | – | 0.19% | 146 |
|
|
2019
Q4 | $554K | Sell |
6,074
-2,743
| -31% | -$250K | 0.19% | 151 |
|
|
2019
Q3 | $845K | Sell |
8,817
-2,954
| -25% | -$283K | 0.32% | 99 |
|
|
2019
Q2 | $1.04M | Sell |
11,771
-325
| -3% | -$28.7K | 0.38% | 79 |
|
|
2019
Q1 | $1.09M | Sell |
12,096
-160
| -1% | -$14.4K | 0.4% | 76 |
|
|
2018
Q4 | $1.06M | Buy |
12,256
+3,080
| +34% | +$266K | 0.42% | 67 |
|
|
2018
Q3 | $734K | Sell |
9,176
-912
| -9% | -$73K | 0.27% | 110 |
|
|
2018
Q2 | $798K | Sell |
10,088
-630
| -6% | -$49.8K | 0.28% | 104 |
|
|
2018
Q1 | $901K | Buy |
10,718
+9
| +0.1% | +$757 | 0.38% | 88 |
|
|
2017
Q4 | $901K | Sell |
10,709
-514
| -5% | -$43.2K | 0.34% | 99 |
|
|
2017
Q3 | $942K | Buy |
11,223
+105
| +0.9% | +$8.81K | 0.35% | 101 |
|
|
2017
Q2 | $930K | Sell |
11,118
-193
| -2% | -$16.1K | 0.37% | 95 |
|
|
2017
Q1 | $931K | Buy |
11,311
+36
| +0.3% | +$2.96K | 0.35% | 102 |
|
|
2016
Q4 | $874K | Buy |
11,275
+177
| +2% | +$13.7K | 0.37% | 96 |
|
|
2016
Q3 | $888K | Sell |
11,098
-308
| -3% | -$24.6K | 0.37% | 97 |
|
|
2016
Q2 | $978K | Buy |
11,406
+44
| +0.4% | +$3.77K | 0.51% | 60 |
|
|
2016
Q1 | $917K | Buy |
11,362
+107
| +1% | +$8.63K | 0.44% | 78 |
|
|
2015
Q4 | $925K | Buy |
11,255
+9,638
| +596% | +$792K | 0.42% | 80 |
|
|
2015
Q3 | $116K | Buy |
1,617
+1,195
| +283% | +$85.7K | 0.09% | 142 |
|
|
2015
Q2 | $30K | Buy |
422
+2
| +0.5% | +$142 | 0.02% | 232 |
|
|
2015
Q1 | $32.2K | Buy |
420
+3
| +0.7% | +$230 | 0.02% | 235 |
|
|
2014
Q4 | $35K | Buy |
417
+2
| +0.5% | +$168 | 0.03% | 243 |
|
|
2014
Q3 | $31K | Buy |
415
+3
| +0.7% | +$224 | 0.02% | 247 |
|
|
2014
Q2 | $30.6K | Buy |
412
+2
| +0.5% | +$149 | 0.02% | 263 |
|
|
2014
Q1 | $29.2K | Buy |
+410
| New | +$29.2K | 0.02% | 276 |
|