Biondo 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 | $10.9M | Buy |
92,773
+2,160
| +2% | +$255K | 1.44% | 25 |
|
|
2025
Q1 | $11.1M | Buy |
90,613
+2,514
| +3% | +$307K | 1.57% | 25 |
|
|
2024
Q4 | $9.49M | Buy |
88,099
+1,741
| +2% | +$188K | 1.31% | 29 |
|
|
2024
Q3 | $9.96M | Buy |
86,358
+1,520
| +2% | +$175K | 1.36% | 31 |
|
|
2024
Q2 | $8.5M | Buy |
84,838
+2,951
| +4% | +$296K | 1.26% | 31 |
|
|
2024
Q1 | $7.92M | Buy |
81,887
+1,640
| +2% | +$159K | 1.22% | 34 |
|
|
2023
Q4 | $7.79M | Buy |
80,247
+579
| +0.7% | +$56.2K | 1.32% | 32 |
|
|
2023
Q3 | $7.03M | Buy |
79,668
+6,152
| +8% | +$543K | 1.32% | 30 |
|
|
2023
Q2 | $6.6M | Buy |
73,516
+1,939
| +3% | +$174K | 1.22% | 32 |
|
|
2023
Q1 | $6.91M | Buy |
71,577
+1,072
| +2% | +$103K | 1.4% | 30 |
|
|
2022
Q4 | $7.33M | Sell |
70,505
-544
| -0.8% | -$56.6K | 1.63% | 27 |
|
|
2022
Q3 | $6.68M | Buy |
71,049
+996
| +1% | +$93.6K | 1.54% | 29 |
|
|
2022
Q2 | $7.58M | Buy |
70,053
+2,685
| +4% | +$290K | 1.67% | 26 |
|
|
2022
Q1 | $7.59M | Buy |
67,368
+3,701
| +6% | +$417K | 1.34% | 28 |
|
|
2021
Q4 | $6.74M | Buy |
63,667
+3,143
| +5% | +$333K | 1.12% | 31 |
|
|
2021
Q3 | $5.96M | Buy |
60,524
+1,255
| +2% | +$124K | 1.02% | 31 |
|
|
2021
Q2 | $5.91M | Buy |
59,269
+3,083
| +5% | +$307K | 1.01% | 38 |
|
|
2021
Q1 | $5.48M | Buy |
56,186
+3,018
| +6% | +$294K | 1.09% | 38 |
|
|
2020
Q4 | $4.92M | Buy |
53,168
+1,150
| +2% | +$106K | 0.94% | 40 |
|
|
2020
Q3 | $4.66M | Buy |
52,018
+2,659
| +5% | +$238K | 1.01% | 36 |
|
|
2020
Q2 | $3.99M | Sell |
49,359
-10
| -0% | -$808 | 1.01% | 36 |
|
|
2020
Q1 | $4.04M | Buy |
49,369
+12
| +0% | +$982 | 1.34% | 30 |
|
|
2019
Q4 | $4.55M | Buy |
49,357
+1,264
| +3% | +$116K | 1.05% | 34 |
|
|
2019
Q3 | $4.66M | Buy |
48,093
+63
| +0.1% | +$6.1K | 1.19% | 29 |
|
|
2019
Q2 | $4.28M | Buy |
48,030
+1,184
| +3% | +$106K | 1.02% | 36 |
|
|
2019
Q1 | $4.26M | Buy |
46,846
+753
| +2% | +$68.4K | 1.07% | 32 |
|
|
2018
Q4 | $4.02M | Sell |
46,093
-367
| -0.8% | -$32K | 1.21% | 26 |
|
|
2018
Q3 | $3.76M | Buy |
46,460
+2,437
| +6% | +$197K | 0.89% | 36 |
|
|
2018
Q2 | $3.52M | Buy |
44,023
+2,447
| +6% | +$196K | 0.89% | 39 |
|
|
2018
Q1 | $3.26M | Buy |
41,576
+2,266
| +6% | +$178K | 0.85% | 40 |
|
|
2017
Q4 | $3.34M | Buy |
39,310
+705
| +2% | +$59.9K | 0.84% | 41 |
|
|
2017
Q3 | $3.27M | Buy |
38,605
+225
| +0.6% | +$19.1K | 0.9% | 36 |
|
|
2017
Q2 | $3.24M | Buy |
38,380
+2,291
| +6% | +$193K | 0.94% | 35 |
|
|
2017
Q1 | $3.13M | Sell |
36,089
-1,423
| -4% | -$123K | 1.12% | 32 |
|
|
2016
Q4 | $2.91M | Buy |
37,512
+1,309
| +4% | +$102K | 0.96% | 37 |
|
|
2016
Q3 | $2.9M | Sell |
36,203
-97
| -0.3% | -$7.77K | 0.98% | 37 |
|
|
2016
Q2 | $3.11M | Buy |
36,300
+2,416
| +7% | +$207K | 1.11% | 32 |
|
|
2016
Q1 | $2.73M | Sell |
33,884
-12,760
| -27% | -$1.03M | 1.04% | 31 |
|
|
2015
Q4 | $3.33M | Buy |
46,644
+661
| +1% | +$47.2K | 1.1% | 26 |
|
|
2015
Q3 | $3.35M | Buy |
45,983
+818
| +2% | +$59.5K | 1.11% | 25 |
|
|
2015
Q2 | $3.19M | Buy |
45,165
+1,632
| +4% | +$115K | 0.96% | 27 |
|
|
2015
Q1 | $3.34M | Buy |
43,533
+2,223
| +5% | +$171K | 0.99% | 26 |
|
|
2014
Q4 | $3.45M | Buy |
41,310
+675
| +2% | +$56.4K | 1.04% | 24 |
|
|
2014
Q3 | $3.04M | Buy |
40,635
+1,838
| +5% | +$137K | 0.93% | 27 |
|
|
2014
Q2 | $2.88M | Buy |
38,797
+3,028
| +8% | +$225K | 0.91% | 26 |
|
|
2014
Q1 | $2.55M | Buy |
35,769
+5,618
| +19% | +$400K | 0.84% | 29 |
|
|
2013
Q4 | $2.08M | Buy |
30,151
+3,688
| +14% | +$255K | 0.71% | 32 |
|
|
2013
Q3 | $1.77M | Buy |
26,463
+3,561
| +16% | +$238K | 0.67% | 32 |
|
|
2013
Q2 | $1.55M | Buy |
+22,902
| New | +$1.55M | 0.67% | 33 |
|