Arete Wealth 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 | $816K | Sell |
6,913
-976
| -12% | -$115K | 0.06% | 291 |
|
|
2025
Q1 | $962K | Sell |
7,889
-630
| -7% | -$76.8K | 0.07% | 252 |
|
|
2024
Q4 | $917K | Buy |
8,519
+3,106
| +57% | +$334K | 0.07% | 269 |
|
|
2024
Q3 | $623K | Sell |
5,413
-1,790
| -25% | -$206K | 0.05% | 318 |
|
|
2024
Q2 | $721K | Sell |
7,203
-9,801
| -58% | -$981K | 0.06% | 305 |
|
|
2024
Q1 | $1.65M | Buy |
17,004
+7,855
| +86% | +$760K | 0.15% | 153 |
|
|
2023
Q4 | $888K | Buy |
9,149
+634
| +7% | +$61.5K | 0.07% | 274 |
|
|
2023
Q3 | $752K | Sell |
8,515
-3,622
| -30% | -$320K | 0.13% | 168 |
|
|
2023
Q2 | $1.09M | Buy |
12,137
+1,074
| +10% | +$96.4K | 0.1% | 202 |
|
|
2023
Q1 | $1.07M | Buy |
11,063
+1,561
| +16% | +$151K | 0.09% | 201 |
|
|
2022
Q4 | $979M | Buy |
9,502
+149
| +2% | +$15.3M | 0.09% | 207 |
|
|
2022
Q3 | $870K | Buy |
9,353
+982
| +12% | +$91.3K | 0.09% | 198 |
|
|
2022
Q2 | $899K | Sell |
8,371
-3,629
| -30% | -$390K | 0.09% | 168 |
|
|
2022
Q1 | $1.34M | Buy |
12,000
+855
| +8% | +$95.5K | 0.11% | 149 |
|
|
2021
Q4 | $1.16M | Buy |
11,145
+473
| +4% | +$49K | 0.1% | 171 |
|
|
2021
Q3 | $1.04M | Sell |
10,672
-261
| -2% | -$25.5K | 0.11% | 164 |
|
|
2021
Q2 | $1M | Sell |
10,933
-447
| -4% | -$40.9K | 0.14% | 142 |
|
|
2021
Q1 | $1.1M | Buy |
11,380
+3,738
| +49% | +$361K | 0.14% | 150 |
|
|
2020
Q4 | $697K | Buy |
7,642
+1,297
| +20% | +$118K | 0.1% | 185 |
|
|
2020
Q3 | $580K | Sell |
6,345
-20
| -0.3% | -$1.83K | 0.09% | 192 |
|
|
2020
Q2 | $509K | Sell |
6,365
-778
| -11% | -$62.2K | 0.09% | 216 |
|
|
2020
Q1 | $576K | Sell |
7,143
-115
| -2% | -$9.27K | 0.11% | 178 |
|
|
2019
Q4 | $661K | Buy |
7,258
+622
| +9% | +$56.6K | 0.11% | 198 |
|
|
2019
Q3 | $636K | Sell |
6,636
-143
| -2% | -$13.7K | 0.12% | 189 |
|
|
2019
Q2 | $598K | Buy |
6,779
+635
| +10% | +$56K | 0.12% | 194 |
|
|
2019
Q1 | $553K | Buy |
6,144
+676
| +12% | +$60.8K | 0.12% | 195 |
|
|
2018
Q4 | $472K | Sell |
5,468
-77
| -1% | -$6.65K | 0.11% | 199 |
|
|
2018
Q3 | $444K | Buy |
5,545
+895
| +19% | +$71.7K | 0.1% | 208 |
|
|
2018
Q2 | $368K | Buy |
+4,650
| New | +$368K | 0.09% | 241 |
|