Argent 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 | $2.13M | Buy |
18,069
+357
| +2% | +$42.1K | 0.66% | 41 |
|
|
2025
Q1 | $2.16M | Buy |
17,712
+363
| +2% | +$44.3K | 0.72% | 37 |
|
|
2024
Q4 | $1.87M | Buy |
17,349
+277
| +2% | +$29.8K | 0.69% | 40 |
|
|
2024
Q3 | $1.97M | Buy |
17,072
+154
| +0.9% | +$17.8K | 0.73% | 32 |
|
|
2024
Q2 | $1.7M | Sell |
16,918
-1,019
| -6% | -$102K | 0.67% | 37 |
|
|
2024
Q1 | $1.73M | Sell |
17,937
-1,404
| -7% | -$136K | 0.69% | 39 |
|
|
2023
Q4 | $1.88M | Buy |
19,341
+162
| +0.8% | +$15.7K | 0.82% | 29 |
|
|
2023
Q3 | $1.69M | Buy |
19,179
+1,957
| +11% | +$173K | 0.77% | 31 |
|
|
2023
Q2 | $1.55M | Buy |
17,222
+1,193
| +7% | +$107K | 0.71% | 37 |
|
|
2023
Q1 | $1.55M | Buy |
16,029
+793
| +5% | +$76.5K | 0.74% | 35 |
|
|
2022
Q4 | $1.57M | Buy |
15,236
+468
| +3% | +$48.2K | 0.81% | 31 |
|
|
2022
Q3 | $1.37M | Buy |
14,768
+178
| +1% | +$16.6K | 0.8% | 33 |
|
|
2022
Q2 | $1.56M | Buy |
14,590
+1,227
| +9% | +$132K | 0.88% | 26 |
|
|
2022
Q1 | $1.49M | Buy |
13,363
+1,207
| +10% | +$135K | 0.8% | 36 |
|
|
2021
Q4 | $1.28M | Buy |
12,156
+2,231
| +22% | +$234K | 0.69% | 41 |
|
|
2021
Q3 | $969K | Buy |
9,925
+1,259
| +15% | +$123K | 0.56% | 57 |
|
|
2021
Q2 | $856K | Buy |
8,666
+500
| +6% | +$49.4K | 0.52% | 58 |
|
|
2021
Q1 | $788K | Sell |
8,166
-1,967
| -19% | -$190K | 0.51% | 55 |
|
|
2020
Q4 | $928K | Buy |
10,133
+317
| +3% | +$29K | 0.57% | 51 |
|
|
2020
Q3 | $869K | Buy |
9,816
+471
| +5% | +$41.7K | 0.6% | 53 |
|
|
2020
Q2 | $746K | Sell |
9,345
-3,243
| -26% | -$259K | 0.57% | 52 |
|
|
2020
Q1 | $1.02M | Buy |
12,588
+1,183
| +10% | +$95.7K | 1.02% | 23 |
|
|
2019
Q4 | $1.04M | Buy |
+11,405
| New | +$1.04M | 0.78% | 26 |
|