Avestar Capital’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 | $710K | Buy |
6,014
+2,027
| +51% | +$239K | 0.05% | 240 |
|
|
2025
Q1 | $486K | Sell |
3,987
-591
| -13% | -$72.1K | 0.04% | 245 |
|
|
2024
Q4 | $493K | Buy |
4,578
+517
| +13% | +$55.7K | 0.04% | 267 |
|
|
2024
Q3 | $468K | Buy |
4,061
+184
| +5% | +$21.2K | 0.05% | 247 |
|
|
2024
Q2 | $389K | Buy |
3,877
+490
| +14% | +$49.1K | 0.04% | 259 |
|
|
2024
Q1 | $328K | Buy |
3,387
+582
| +21% | +$56.3K | 0.03% | 298 |
|
|
2023
Q4 | $272K | Buy |
2,805
+410
| +17% | +$39.8K | 0.03% | 289 |
|
|
2023
Q3 | $211K | Buy |
+2,395
| New | +$211K | 0.03% | 294 |
|
|
2023
Q2 | – | Sell |
-2,194
| Closed | -$212K | – | 307 |
|
|
2023
Q1 | $212K | Buy |
2,194
+172
| +9% | +$16.6K | 0.04% | 262 |
|
|
2022
Q4 | $208K | Buy |
+2,022
| New | +$208K | 0.04% | 252 |
|
|
2019
Q3 | – | Sell |
-271
| Closed | -$21K | – | 347 |
|
|
2019
Q2 | $21K | Sell |
271
-225
| -45% | -$17.4K | 0.01% | 385 |
|
|
2019
Q1 | $41K | Hold |
496
| – | – | 0.03% | 303 |
|
|
2018
Q4 | $40K | Buy |
496
+1
| +0.2% | +$81 | 0.03% | 279 |
|
|
2018
Q3 | $37K | Sell |
495
-312
| -39% | -$23.3K | 0.02% | 301 |
|
|
2018
Q2 | $60K | Sell |
807
-56
| -6% | -$4.16K | 0.04% | 259 |
|
|
2018
Q1 | $62K | Sell |
863
-52
| -6% | -$3.74K | 0.04% | 222 |
|
|
2017
Q4 | $74K | Buy |
+915
| New | +$74K | 0.06% | 197 |
|