Bell Investment 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 | $37.8K | Sell |
320
-12
| -4% | -$1.42K | 0.01% | 285 |
|
|
2025
Q1 | $40.5K | Buy |
332
+64
| +24% | +$7.81K | 0.01% | 253 |
|
|
2024
Q4 | $28.9K | Sell |
268
-33
| -11% | -$3.56K | 0.01% | 305 |
|
|
2024
Q3 | $34.7K | Buy |
301
+5
| +2% | +$577 | 0.01% | 283 |
|
|
2024
Q2 | $29.7K | Buy |
296
+5
| +2% | +$501 | 0.01% | 301 |
|
|
2024
Q1 | $28.1K | Buy |
291
+10
| +4% | +$967 | 0.01% | 313 |
|
|
2023
Q4 | $27.3K | Sell |
281
-93
| -25% | -$9.03K | 0.01% | 280 |
|
|
2023
Q3 | $33K | Buy |
374
+35
| +10% | +$3.09K | 0.01% | 226 |
|
|
2023
Q2 | $30.4K | Sell |
339
-221
| -39% | -$19.8K | 0.01% | 229 |
|
|
2023
Q1 | $54K | Buy |
560
+69
| +14% | +$6.66K | 0.01% | 155 |
|
|
2022
Q4 | $50.6K | Buy |
491
+250
| +104% | +$25.7K | 0.01% | 161 |
|
|
2022
Q3 | $22K | Buy |
241
+44
| +22% | +$4.02K | 0.01% | 246 |
|
|
2022
Q2 | $21K | Buy |
+197
| New | +$21K | 0.01% | 251 |
|
|
2021
Q4 | $10K | Sell |
94
-131
| -58% | -$13.9K | ﹤0.01% | 486 |
|
|
2021
Q3 | $22K | Buy |
+225
| New | +$22K | 0.01% | 263 |
|