Bigelow 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 | $864K | Buy |
7,321
+198
| +3% | +$23.4K | 0.38% | 73 |
|
|
2025
Q1 | $869K | Buy |
7,123
+573
| +9% | +$69.9K | 0.41% | 72 |
|
|
2024
Q4 | $706K | Sell |
6,550
-131
| -2% | -$14.1K | 0.33% | 84 |
|
|
2024
Q3 | $770K | Sell |
6,681
-6
| -0.1% | -$692 | 0.34% | 85 |
|
|
2024
Q2 | $670K | Sell |
6,687
-4
| -0.1% | -$401 | 0.32% | 87 |
|
|
2024
Q1 | $647K | Buy |
6,691
+125
| +2% | +$12.1K | 0.32% | 90 |
|
|
2023
Q4 | $637K | Buy |
6,566
+130
| +2% | +$12.6K | 0.34% | 82 |
|
|
2023
Q3 | $568K | Hold |
6,436
| – | – | 0.33% | 84 |
|
|
2023
Q2 | $578K | Buy |
6,436
+274
| +4% | +$24.6K | 0.32% | 87 |
|
|
2023
Q1 | $594K | Sell |
6,162
-470
| -7% | -$45.3K | 0.34% | 85 |
|
|
2022
Q4 | $683K | Sell |
6,632
-322
| -5% | -$33.2K | 0.4% | 79 |
|
|
2022
Q3 | $647K | Buy |
6,954
+983
| +16% | +$91.5K | 0.39% | 71 |
|
|
2022
Q2 | $640K | Buy |
5,971
+549
| +10% | +$58.8K | 0.35% | 79 |
|
|
2022
Q1 | $605K | Hold |
5,422
| – | – | 0.28% | 89 |
|
|
2021
Q4 | $569K | Hold |
5,422
| – | – | 0.26% | 92 |
|
|
2021
Q3 | $529K | Sell |
5,422
-2,908
| -35% | -$284K | 0.26% | 88 |
|
|
2021
Q2 | $822K | Hold |
8,330
| – | – | 0.4% | 67 |
|
|
2021
Q1 | $804K | Buy |
8,330
+214
| +3% | +$20.7K | 0.41% | 66 |
|
|
2020
Q4 | $743K | Buy |
8,116
+194
| +2% | +$17.8K | 0.39% | 66 |
|
|
2020
Q3 | $702K | Buy |
7,922
+655
| +9% | +$58K | 0.42% | 64 |
|
|
2020
Q2 | $581K | Buy |
7,267
+3,786
| +109% | +$303K | 0.38% | 68 |
|
|
2020
Q1 | $282K | Sell |
3,481
-60
| -2% | -$4.86K | 0.21% | 117 |
|
|
2019
Q4 | $323K | Hold |
3,541
| – | – | 0.19% | 125 |
|
|
2019
Q3 | $339K | Buy |
3,541
+110
| +3% | +$10.5K | 0.22% | 115 |
|
|
2019
Q2 | $303K | Sell |
3,431
-25
| -0.7% | -$2.21K | 0.2% | 122 |
|
|
2019
Q1 | $311K | Sell |
3,456
-1,364
| -28% | -$123K | 0.22% | 118 |
|
|
2018
Q4 | $416K | Buy |
+4,820
| New | +$416K | 0.31% | 93 |
|