Benjamin Edwards Inc’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 | $5.76M | Buy |
48,778
+3,152
| +7% | +$372K | 0.07% | 248 |
|
|
2025
Q1 | $5.57M | Sell |
45,626
-23,903
| -34% | -$2.92M | 0.08% | 242 |
|
|
2024
Q4 | $7.49M | Buy |
69,529
+27,837
| +67% | +$3M | 0.11% | 203 |
|
|
2024
Q3 | $4.81M | Buy |
41,692
+41,668
| +173,617% | +$4.8M | 0.07% | 266 |
|
|
2024
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 660 |
|
|
2024
Q1 | $2K | Sell |
24
-99
| -80% | -$8.25K | ﹤0.01% | 691 |
|
|
2023
Q4 | $12K | Buy |
123
+32
| +35% | +$3.12K | ﹤0.01% | 576 |
|
|
2023
Q3 | $8K | Buy |
91
+1
| +1% | +$88 | ﹤0.01% | 585 |
|
|
2023
Q2 | $8K | Sell |
90
-392
| -81% | -$34.8K | ﹤0.01% | 585 |
|
|
2023
Q1 | $47K | Hold |
482
| – | – | 0.01% | 470 |
|
|
2022
Q4 | $50K | Buy |
482
+1
| +0.2% | +$104 | 0.01% | 418 |
|
|
2022
Q3 | $45K | Sell |
481
-123
| -20% | -$11.5K | 0.01% | 428 |
|
|
2022
Q2 | $65K | Sell |
604
-268
| -31% | -$28.8K | 0.02% | 402 |
|
|
2022
Q1 | $97K | Buy |
872
+42
| +5% | +$4.67K | 0.03% | 363 |
|
|
2021
Q4 | $87K | Buy |
830
+746
| +888% | +$78.2K | 0.03% | 361 |
|
|
2021
Q3 | $8K | Hold |
84
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $8K | Buy |
84
+1
| +1% | +$95 | 0.01% | 370 |
|
|
2021
Q1 | $8K | Buy |
83
+1
| +1% | +$96 | 0.01% | 334 |
|
|
2020
Q4 | $8K | Buy |
82
+1
| +1% | +$98 | 0.01% | 331 |
|
|
2020
Q3 | $7K | Buy |
81
+1
| +1% | +$86 | 0.01% | 325 |
|
|
2020
Q2 | $6K | Buy |
80
+1
| +1% | +$75 | 0.01% | 324 |
|
|
2020
Q1 | $6K | Sell |
79
-55
| -41% | -$4.18K | 0.01% | 312 |
|
|
2019
Q4 | $12K | Buy |
134
+2
| +2% | +$179 | 0.02% | 212 |
|
|
2019
Q3 | $13K | Buy |
132
+21
| +19% | +$2.07K | 0.03% | 204 |
|
|
2019
Q2 | $10K | Buy |
+111
| New | +$10K | 0.02% | 215 |
|