Atlas Brown’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 | $1.23M | Sell |
10,404
-389
| -4% | -$45.9K | 0.39% | 70 |
|
|
2025
Q1 | $1.32M | Buy |
10,793
+34
| +0.3% | +$4.15K | 0.46% | 63 |
|
|
2024
Q4 | $1.16M | Buy |
10,759
+465
| +5% | +$50.1K | 0.4% | 69 |
|
|
2024
Q3 | $1.19M | Sell |
10,294
-975
| -9% | -$112K | 0.41% | 67 |
|
|
2024
Q2 | $1.13M | Sell |
11,269
-538
| -5% | -$53.9K | 0.41% | 69 |
|
|
2024
Q1 | $1.14M | Sell |
11,807
-735
| -6% | -$71.1K | 0.42% | 71 |
|
|
2023
Q4 | $1.22M | Sell |
12,542
-32
| -0.3% | -$3.11K | 0.5% | 58 |
|
|
2023
Q3 | $1.11M | Buy |
12,574
+904
| +8% | +$79.8K | 0.51% | 59 |
|
|
2023
Q2 | $1.05M | Sell |
11,670
-58
| -0.5% | -$5.21K | 0.46% | 67 |
|
|
2023
Q1 | $1.13M | Buy |
11,728
+137
| +1% | +$13.2K | 0.52% | 60 |
|
|
2022
Q4 | $1.19M | Sell |
11,591
-32
| -0.3% | -$3.3K | 0.59% | 55 |
|
|
2022
Q3 | $1.08M | Buy |
11,623
+29
| +0.3% | +$2.7K | 0.55% | 55 |
|
|
2022
Q2 | $1.24M | Buy |
11,594
+34
| +0.3% | +$3.65K | 0.59% | 55 |
|
|
2022
Q1 | $1.29M | Sell |
11,560
-32
| -0.3% | -$3.57K | 0.53% | 58 |
|
|
2021
Q4 | $1.22M | Buy |
11,592
+341
| +3% | +$35.8K | 0.47% | 67 |
|
|
2021
Q3 | $1.1M | Buy |
11,251
+177
| +2% | +$17.3K | 0.48% | 68 |
|
|
2021
Q2 | $1.09M | Buy |
11,074
+122
| +1% | +$12K | 0.47% | 68 |
|
|
2021
Q1 | $1.06M | Buy |
10,952
+632
| +6% | +$61K | 0.5% | 64 |
|
|
2020
Q4 | $945K | Buy |
10,320
+4
| +0% | +$366 | 0.49% | 67 |
|
|
2020
Q3 | $914K | Sell |
10,316
-511
| -5% | -$45.3K | 0.54% | 63 |
|
|
2020
Q2 | $866K | Buy |
10,827
+497
| +5% | +$39.8K | 0.55% | 61 |
|
|
2020
Q1 | $836K | Buy |
10,330
+701
| +7% | +$56.7K | 0.65% | 54 |
|
|
2019
Q4 | $878K | Buy |
9,629
+1,401
| +17% | +$128K | 0.55% | 61 |
|
|
2019
Q3 | $789K | Sell |
8,228
-901
| -10% | -$86.4K | 0.56% | 57 |
|
|
2019
Q2 | $806K | Buy |
9,129
+66
| +0.7% | +$5.83K | 0.56% | 58 |
|
|
2019
Q1 | $816K | Buy |
9,063
+123
| +1% | +$11.1K | 0.58% | 52 |
|
|
2018
Q4 | $771K | Buy |
8,940
+216
| +2% | +$18.6K | 0.59% | 50 |
|
|
2018
Q3 | $698K | Sell |
8,724
-908
| -9% | -$72.6K | 0.43% | 66 |
|
|
2018
Q2 | $766K | Buy |
9,632
+19
| +0.2% | +$1.51K | 0.18% | 59 |
|
|
2018
Q1 | $745K | Buy |
9,613
+254
| +3% | +$19.7K | 0.14% | 59 |
|
|
2017
Q4 | $723K | Sell |
9,359
-857
| -8% | -$66.2K | 0.13% | 63 |
|
|
2017
Q3 | $857K | Buy |
10,216
+36
| +0.4% | +$3.02K | 0.18% | 50 |
|
|
2017
Q2 | $851K | Sell |
10,180
-162
| -2% | -$13.5K | 0.74% | 46 |
|
|
2017
Q1 | $848K | Buy |
10,342
+861
| +9% | +$70.6K | 0.67% | 45 |
|
|
2016
Q4 | $759K | Hold |
9,481
| – | – | 0.31% | 48 |
|
|
2016
Q3 | $759K | Sell |
9,481
-37
| -0.4% | -$2.96K | 0.31% | 48 |
|
|
2016
Q2 | $817K | Sell |
9,518
-508
| -5% | -$43.6K | 0.33% | 45 |
|
|
2016
Q1 | $809K | Buy |
10,026
+518
| +5% | +$41.8K | 0.34% | 44 |
|
|
2015
Q4 | $688K | Buy |
9,508
+2,089
| +28% | +$151K | 0.44% | 44 |
|
|
2015
Q3 | $534K | Sell |
7,419
-358
| -5% | -$25.8K | 0.23% | 51 |
|
|
2015
Q2 | $582K | Buy |
7,777
+722
| +10% | +$54K | 0.23% | 51 |
|
|
2015
Q1 | $542K | Hold |
7,055
| – | – | 0.15% | 53 |
|
|
2014
Q4 | $589K | Sell |
7,055
-355
| -5% | -$29.6K | 0.16% | 51 |
|
|
2014
Q3 | $554K | Sell |
7,410
-968
| -12% | -$72.4K | 0.21% | 51 |
|
|
2014
Q2 | $622K | Buy |
8,378
+223
| +3% | +$16.6K | 0.31% | 44 |
|
|
2014
Q1 | $581K | Buy |
8,155
+710
| +10% | +$50.6K | 0.31% | 44 |
|
|
2013
Q4 | $514K | Sell |
7,445
-208
| -3% | -$14.4K | 0.36% | 36 |
|
|
2013
Q3 | $511K | Sell |
7,653
-1,822
| -19% | -$122K | 0.38% | 35 |
|
|
2013
Q2 | $640K | Buy |
+9,475
| New | +$640K | 0.14% | 68 |
|