Baron Silver Stevens Financial 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 | $375K | Buy |
3,177
+227
| +8% | +$26.8K | 0.06% | 91 |
|
|
2025
Q1 | $360K | Sell |
2,950
-95
| -3% | -$11.6K | 0.06% | 85 |
|
|
2024
Q4 | $328K | Hold |
3,045
| – | – | 0.06% | 89 |
|
|
2024
Q3 | $351K | Hold |
3,045
| – | – | 0.06% | 81 |
|
|
2024
Q2 | $305K | Sell |
3,045
-168
| -5% | -$16.8K | 0.06% | 89 |
|
|
2024
Q1 | $311K | Buy |
3,213
+219
| +7% | +$21.2K | 0.06% | 89 |
|
|
2023
Q4 | $290K | Hold |
2,994
| – | – | 0.06% | 84 |
|
|
2023
Q3 | $264K | Buy |
2,994
+712
| +31% | +$62.8K | 0.06% | 86 |
|
|
2023
Q2 | $205K | Sell |
2,282
-33
| -1% | -$2.96K | 0.04% | 108 |
|
|
2023
Q1 | $223K | Hold |
2,315
| – | – | 0.06% | 97 |
|
|
2022
Q4 | $238K | Buy |
+2,315
| New | +$238K | 0.06% | 87 |
|
|
2022
Q3 | – | Sell |
-3,030
| Closed | -$324K | – | 113 |
|
|
2022
Q2 | $324K | Buy |
3,030
+715
| +31% | +$76.5K | 0.08% | 75 |
|
|
2022
Q1 | $258K | Buy |
+2,315
| New | +$258K | 0.06% | 80 |
|
|
2021
Q3 | – | Sell |
-2,583
| Closed | -$255K | – | 79 |
|
|
2021
Q2 | $255K | Buy |
+2,583
| New | +$255K | 0.07% | 72 |
|
|
2021
Q1 | – | Sell |
-1,716
| Closed | -$157K | – | 158 |
|
|
2020
Q4 | $157K | Buy |
+1,716
| New | +$157K | 0.05% | 73 |
|