Aviance Capital Partners’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 | $928K | Buy |
7,861
+1,300
| +20% | +$153K | 0.12% | 160 |
|
|
2025
Q1 | $800K | Sell |
6,561
-464
| -7% | -$56.6K | 0.11% | 168 |
|
|
2024
Q4 | $757K | Sell |
7,025
-12,894
| -65% | -$1.39M | 0.1% | 170 |
|
|
2024
Q3 | $2.3M | Buy |
19,919
+46
| +0.2% | +$5.3K | 0.3% | 79 |
|
|
2024
Q2 | $1.99M | Buy |
19,873
+2,123
| +12% | +$213K | 0.28% | 81 |
|
|
2024
Q1 | $1.72M | Buy |
17,750
+2,552
| +17% | +$247K | 0.26% | 96 |
|
|
2023
Q4 | $1.47M | Buy |
15,198
+2
| +0% | +$194 | 0.32% | 78 |
|
|
2023
Q3 | $1.34M | Buy |
15,196
+132
| +0.9% | +$11.7K | 0.3% | 89 |
|
|
2023
Q2 | $1.35M | Hold |
15,064
| – | – | 0.29% | 102 |
|
|
2023
Q1 | $1.45M | Sell |
15,064
-42
| -0.3% | -$4.05K | 0.32% | 85 |
|
|
2022
Q4 | $1.56M | Buy |
15,106
+771
| +5% | +$79.4K | 0.36% | 71 |
|
|
2022
Q3 | $1.33M | Sell |
14,335
-420
| -3% | -$39.1K | 0.33% | 91 |
|
|
2022
Q2 | $1.58M | Sell |
14,755
-340
| -2% | -$36.5K | 0.35% | 82 |
|
|
2022
Q1 | $1.69M | Sell |
15,095
-275
| -2% | -$30.7K | 0.31% | 96 |
|
|
2021
Q4 | $1.61M | Hold |
15,370
| – | – | 0.27% | 93 |
|
|
2021
Q3 | $1.5M | Buy |
15,370
+275
| +2% | +$26.8K | 0.26% | 101 |
|
|
2021
Q2 | $1.49M | Hold |
15,095
| – | – | 0.26% | 102 |
|
|
2021
Q1 | $1.46M | Sell |
15,095
-100
| -0.7% | -$9.65K | 0.28% | 95 |
|
|
2020
Q4 | $1.39M | Sell |
15,195
-300
| -2% | -$27.5K | 0.28% | 93 |
|
|
2020
Q3 | $1.37M | Hold |
15,495
| – | – | 0.31% | 81 |
|
|
2020
Q2 | $1.24M | Hold |
15,495
| – | – | 0.31% | 81 |
|
|
2020
Q1 | $1.25M | Buy |
15,495
+11,079
| +251% | +$896K | 0.4% | 64 |
|
|
2019
Q4 | $403K | Buy |
4,416
+684
| +18% | +$62.4K | 0.1% | 177 |
|
|
2019
Q3 | $358K | Sell |
3,732
-983
| -21% | -$94.3K | 0.11% | 177 |
|
|
2019
Q2 | $416K | Buy |
4,715
+166
| +4% | +$14.6K | 0.11% | 175 |
|
|
2019
Q1 | $409K | Buy |
4,549
+802
| +21% | +$72.1K | 0.12% | 168 |
|
|
2018
Q4 | $323K | Buy |
3,747
+31
| +0.8% | +$2.67K | 0.11% | 177 |
|
|
2018
Q3 | $297K | Buy |
3,716
+1,167
| +46% | +$93.3K | 0.07% | 192 |
|
|
2018
Q2 | $201K | Buy |
+2,549
| New | +$201K | 0.06% | 215 |
|
|
2018
Q1 | – | Sell |
-3,200
| Closed | -$269K | – | 223 |
|
|
2017
Q4 | $269K | Hold |
3,200
| – | – | 0.09% | 197 |
|
|
2017
Q3 | $269K | Sell |
3,200
-1,166
| -27% | -$98K | 0.09% | 188 |
|
|
2017
Q2 | $365K | Hold |
4,366
| – | – | 0.12% | 178 |
|
|
2017
Q1 | $358K | Sell |
4,366
-333
| -7% | -$27.3K | 0.13% | 169 |
|
|
2016
Q4 | $365K | Sell |
4,699
-166
| -3% | -$12.9K | 0.13% | 159 |
|
|
2016
Q3 | $389K | Hold |
4,865
| – | – | 0.14% | 145 |
|
|
2016
Q2 | $417K | Sell |
4,865
-6,000
| -55% | -$514K | 0.15% | 139 |
|
|
2016
Q1 | $877K | Sell |
10,865
-1,253
| -10% | -$101K | 0.31% | 94 |
|
|
2015
Q4 | $865K | Buy |
12,118
+7,333
| +153% | +$523K | 0.3% | 97 |
|
|
2015
Q3 | $344K | Sell |
4,785
-546
| -10% | -$39.3K | 0.14% | 147 |
|
|
2015
Q2 | $376K | Sell |
5,331
-200
| -4% | -$14.1K | 0.14% | 157 |
|
|
2015
Q1 | $425K | Sell |
5,531
-223
| -4% | -$17.1K | 0.16% | 159 |
|
|
2014
Q4 | $481K | Sell |
5,754
-300
| -5% | -$25.1K | 0.18% | 149 |
|
|
2014
Q3 | $453K | Buy |
6,054
+445
| +8% | +$33.3K | 0.17% | 169 |
|
|
2014
Q2 | $416K | Buy |
5,609
+367
| +7% | +$27.2K | 0.16% | 161 |
|
|
2014
Q1 | $373K | Hold |
5,242
| – | – | 0.16% | 160 |
|
|
2013
Q4 | $362K | Buy |
5,242
+344
| +7% | +$23.8K | 0.15% | 161 |
|
|
2013
Q3 | $327K | Sell |
4,898
-50
| -1% | -$3.34K | 0.15% | 162 |
|
|
2013
Q2 | $334K | Buy |
+4,948
| New | +$334K | 0.18% | 138 |
|