Benedict 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 | $5.71M | Buy |
48,367
+138
| +0.3% | +$16.3K | 1.29% | 22 |
|
|
2025
Q1 | $5.88M | Buy |
48,229
+499
| +1% | +$60.9K | 1.36% | 20 |
|
|
2024
Q4 | $5.14M | Buy |
47,730
+1,229
| +3% | +$132K | 1.25% | 25 |
|
|
2024
Q3 | $5.36M | Buy |
46,501
+5
| +0% | +$577 | 1.27% | 25 |
|
|
2024
Q2 | $4.66M | Sell |
46,496
-67
| -0.1% | -$6.72K | 1.18% | 28 |
|
|
2024
Q1 | $4.5M | Buy |
46,563
+459
| +1% | +$44.4K | 1.14% | 27 |
|
|
2023
Q4 | $4.47M | Buy |
46,104
+174
| +0.4% | +$16.9K | 1.22% | 27 |
|
|
2023
Q3 | $4.05M | Buy |
45,930
+1,105
| +2% | +$97.5K | 1.17% | 30 |
|
|
2023
Q2 | $4.02M | Buy |
44,825
+707
| +2% | +$63.4K | 1.11% | 31 |
|
|
2023
Q1 | $4.26M | Buy |
44,118
+1,645
| +4% | +$159K | 1.2% | 30 |
|
|
2022
Q4 | $4.37M | Buy |
42,473
+217
| +0.5% | +$22.3K | 1.3% | 27 |
|
|
2022
Q3 | $3.93M | Buy |
42,256
+742
| +2% | +$69K | 1.26% | 30 |
|
|
2022
Q2 | $4.45M | Buy |
41,514
+670
| +2% | +$71.8K | 1.32% | 26 |
|
|
2022
Q1 | $4.56M | Buy |
40,844
+696
| +2% | +$77.7K | 1.22% | 29 |
|
|
2021
Q4 | $4.21M | Buy |
40,148
+1,953
| +5% | +$205K | 1.1% | 31 |
|
|
2021
Q3 | $3.73M | Buy |
38,195
+713
| +2% | +$69.6K | 1.04% | 34 |
|
|
2021
Q2 | $3.7M | Buy |
37,482
+844
| +2% | +$83.3K | 1.03% | 35 |
|
|
2021
Q1 | $3.54M | Buy |
36,638
+2,309
| +7% | +$223K | 1.02% | 33 |
|
|
2020
Q4 | $3.14M | Buy |
34,329
+1,895
| +6% | +$173K | 1.13% | 31 |
|
|
2020
Q3 | $2.87M | Buy |
32,434
+1,811
| +6% | +$160K | 1.11% | 34 |
|
|
2020
Q2 | $2.45M | Sell |
30,623
-103
| -0.3% | -$8.23K | 1.01% | 39 |
|
|
2020
Q1 | $2.49M | Sell |
30,726
-115
| -0.4% | -$9.3K | 1.17% | 32 |
|
|
2019
Q4 | $2.81M | Buy |
30,841
+303
| +1% | +$27.6K | 1.1% | 37 |
|
|
2019
Q3 | $2.93M | Sell |
30,538
-884
| -3% | -$84.7K | 1.2% | 33 |
|
|
2019
Q2 | $2.77M | Buy |
31,422
+382
| +1% | +$33.7K | 1.16% | 33 |
|
|
2019
Q1 | $2.79M | Buy |
31,040
+704
| +2% | +$63.4K | 1.21% | 30 |
|
|
2018
Q4 | $2.62M | Sell |
30,336
-114
| -0.4% | -$9.84K | 1.29% | 30 |
|
|
2018
Q3 | $2.44M | Buy |
30,450
+121
| +0.4% | +$9.68K | 1.09% | 35 |
|
|
2018
Q2 | $2.4M | Buy |
30,329
+650
| +2% | +$51.4K | 1.19% | 32 |
|
|
2018
Q1 | $2.3M | Sell |
29,679
-418
| -1% | -$32.4K | 1.16% | 36 |
|
|
2017
Q4 | $2.53M | Sell |
30,097
-251
| -0.8% | -$21.1K | 1.22% | 33 |
|
|
2017
Q3 | $2.55M | Sell |
30,348
-328
| -1% | -$27.5K | 1.31% | 30 |
|
|
2017
Q2 | $2.61M | Sell |
30,676
-163
| -0.5% | -$13.9K | 1.36% | 30 |
|
|
2017
Q1 | $2.53M | Sell |
30,839
-29
| -0.1% | -$2.38K | 1.38% | 31 |
|
|
2016
Q4 | $2.4M | Buy |
30,868
+286
| +0.9% | +$22.2K | 1.38% | 32 |
|
|
2016
Q3 | $2.42M | Sell |
30,582
-271
| -0.9% | -$21.4K | 1.41% | 31 |
|
|
2016
Q2 | $2.64M | Sell |
30,853
-364
| -1% | -$31.2K | 1.55% | 27 |
|
|
2016
Q1 | $2.52M | Buy |
31,217
+456
| +1% | +$36.8K | 1.53% | 27 |
|
|
2015
Q4 | $2.2M | Buy |
30,761
+447
| +1% | +$31.9K | 1.39% | 27 |
|
|
2015
Q3 | $2.18M | Sell |
30,314
-231
| -0.8% | -$16.6K | 1.51% | 25 |
|
|
2015
Q2 | $2.19M | Sell |
30,545
-1,119
| -4% | -$80.1K | 1.42% | 25 |
|
|
2015
Q1 | $2.45M | Buy |
31,664
+105
| +0.3% | +$8.11K | 1.57% | 25 |
|
|
2014
Q4 | $2.62M | Buy |
+31,559
| New | +$2.62M | 1.72% | 22 |
|