Archford Capital Strategies’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $986K | Sell |
|
|||||
|
2025
Q2 | $943K | Sell |
|
|||||
|
2025
Q1 | $1.03M | Sell |
|
|||||
|
2024
Q4 | $911K | Sell |
|
|||||
|
2024
Q3 | $974K | Buy |
|
|||||
|
2024
Q2 | $812K | Sell |
|
|||||
|
2024
Q1 | $788K | Sell |
|
|||||
|
2023
Q4 | $879K | Sell |
|
|||||
|
2023
Q3 | $1.15M | Buy |
|
|||||
|
2023
Q2 | $992K | Buy |
|
|||||
|
2023
Q1 | $750K | Buy |
|
|||||
|
2022
Q4 | $740K | Buy |
|
|||||
|
2022
Q3 | $575K | Buy |
|
|||||
|
2022
Q2 | $641K | Buy |
|
|||||
|
2022
Q1 | $559K | Buy |
|
|||||
|
2021
Q4 | $393K | Buy |
|
|||||
|
2021
Q3 | $251K | Buy |
|
|||||
|
2021
Q2 | $236K | Buy |
|
|||||
|
2021
Q1 | $206K | Sell |
|
|||||
|
2020
Q4 | $621K | Sell |
|
|||||
|
2020
Q3 | $768K | Buy |
|
|||||
|
2020
Q2 | $488K | Buy |
|
|||||
|
2020
Q1 | $491K | Hold |
|
|||||
|
2019
Q4 | $554K | Sell |
|
|||||
|
2019
Q3 | $845K | Sell |
|
|||||
|
2019
Q2 | $1.04M | Sell |
|
|||||
|
2019
Q1 | $1.09M | Sell |
|
|||||
|
2018
Q4 | $1.06M | Buy |
|
|||||
|
2018
Q3 | $734K | Sell |
|
|||||
|
2018
Q2 | $798K | Sell |
|
|||||
|
2018
Q1 | $901K | Buy |
|
|||||
|
2017
Q4 | $901K | Sell |
|
|||||
|
2017
Q3 | $942K | Buy |
|
|||||
|
2017
Q2 | $930K | Sell |
|
|||||
|
2017
Q1 | $931K | Buy |
|
|||||
|
2016
Q4 | $874K | Buy |
|
|||||
|
2016
Q3 | $888K | Sell |
|
|||||
|
2016
Q2 | $978K | Buy |
|
|||||
|
2016
Q1 | $917K | Buy |
|
|||||
|
2015
Q4 | $925K | Buy |
|
|||||
|
2015
Q3 | $116K | Buy |
|
|||||
|
2015
Q2 | $30K | Buy |
|
|||||
|
2015
Q1 | $32.2K | Buy |
|
|||||
|
2014
Q4 | $35K | Buy |
|
|||||
|
2014
Q3 | $31K | Buy |
|
|||||
|
2014
Q2 | $30.6K | Buy |
|
|||||
|
2014
Q1 | $29.2K | Buy |
|