Avantax Advisory Services’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 | $13.1M | Buy |
111,040
+3,447
| +3% | +$407K | 0.07% | 208 |
|
|
2025
Q1 | $13.1M | Buy |
107,593
+3,208
| +3% | +$391K | 0.08% | 195 |
|
|
2024
Q4 | $11.2M | Buy |
104,385
+6,705
| +7% | +$722K | 0.07% | 201 |
|
|
2024
Q3 | $11.3M | Sell |
97,680
-144
| -0.1% | -$16.6K | 0.07% | 197 |
|
|
2024
Q2 | $9.8M | Buy |
97,824
+30,348
| +45% | +$3.04M | 0.07% | 210 |
|
|
2024
Q1 | $6.53M | Sell |
67,476
-4,091
| -6% | -$396K | 0.06% | 247 |
|
|
2023
Q4 | $6.94M | Buy |
71,567
+1,206
| +2% | +$117K | 0.07% | 221 |
|
|
2023
Q3 | $6.21M | Buy |
70,361
+1,343
| +2% | +$119K | 0.07% | 211 |
|
|
2023
Q2 | $6.19M | Buy |
69,018
+2,317
| +3% | +$208K | 0.07% | 210 |
|
|
2023
Q1 | $6.43M | Buy |
66,701
+9,136
| +16% | +$881K | 0.08% | 197 |
|
|
2022
Q4 | $5.93M | Buy |
57,565
+897
| +2% | +$92.4K | 0.08% | 195 |
|
|
2022
Q3 | $5.27M | Buy |
56,668
+4,752
| +9% | +$442K | 0.08% | 188 |
|
|
2022
Q2 | $5.57M | Buy |
51,916
+3,581
| +7% | +$384K | 0.08% | 177 |
|
|
2022
Q1 | $5.38M | Buy |
48,335
+2,977
| +7% | +$332K | 0.07% | 192 |
|
|
2021
Q4 | $4.76M | Buy |
45,358
+7,736
| +21% | +$811K | 0.07% | 210 |
|
|
2021
Q3 | $3.67M | Buy |
37,622
+3,630
| +11% | +$354K | 0.06% | 228 |
|
|
2021
Q2 | $3.35M | Buy |
33,992
+2,070
| +6% | +$204K | 0.06% | 237 |
|
|
2021
Q1 | $3.08M | Buy |
31,922
+4,310
| +16% | +$415K | 0.07% | 221 |
|
|
2020
Q4 | $2.53M | Sell |
27,612
-59,789
| -68% | -$5.47M | 0.06% | 224 |
|
|
2020
Q3 | $7.76M | Buy |
87,401
+58,922
| +207% | +$5.23M | 0.12% | 134 |
|
|
2020
Q2 | $2.28M | Buy |
28,479
+870
| +3% | +$69.7K | 0.07% | 201 |
|
|
2020
Q1 | $2.23M | Sell |
27,609
-61
| -0.2% | -$4.93K | 0.07% | 174 |
|
|
2019
Q4 | $2.52M | Buy |
27,670
+11,941
| +76% | +$1.09M | 0.06% | 177 |
|
|
2019
Q3 | $1.51M | Buy |
15,729
+4,991
| +46% | +$479K | 0.06% | 155 |
|
|
2019
Q2 | $948K | Buy |
10,738
+533
| +5% | +$47.1K | 0.04% | 198 |
|
|
2019
Q1 | $918K | Buy |
10,205
+647
| +7% | +$58.2K | 0.05% | 184 |
|
|
2018
Q4 | $826K | Buy |
+9,558
| New | +$826K | 0.14% | 151 |
|