Bragg 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 | $4.64M | Buy |
39,320
+1,682
| +4% | +$198K | 0.17% | 140 |
|
|
2025
Q1 | $4.59M | Buy |
37,638
+767
| +2% | +$93.6K | 0.19% | 130 |
|
|
2024
Q4 | $3.97M | Sell |
36,871
-362
| -1% | -$39K | 0.16% | 139 |
|
|
2024
Q3 | $4.29M | Sell |
37,233
-403
| -1% | -$46.5K | 0.18% | 134 |
|
|
2024
Q2 | $3.77M | Buy |
37,636
+649
| +2% | +$65.1K | 0.17% | 136 |
|
|
2024
Q1 | $3.58M | Buy |
36,987
+1,535
| +4% | +$148K | 0.16% | 139 |
|
|
2023
Q4 | $3.44M | Buy |
35,452
+3,246
| +10% | +$315K | 0.16% | 137 |
|
|
2023
Q3 | $2.84M | Sell |
32,206
-722
| -2% | -$63.7K | 0.15% | 140 |
|
|
2023
Q2 | $2.95M | Buy |
32,928
+456
| +1% | +$40.9K | 0.16% | 135 |
|
|
2023
Q1 | $3.13M | Sell |
32,472
-397
| -1% | -$38.3K | 0.18% | 137 |
|
|
2022
Q4 | $3.39M | Buy |
32,869
+5,884
| +22% | +$606K | 0.21% | 133 |
|
|
2022
Q3 | $2.51M | Sell |
26,985
-1,342
| -5% | -$125K | 0.17% | 138 |
|
|
2022
Q2 | $3.04M | Buy |
28,327
+1,203
| +4% | +$129K | 0.2% | 132 |
|
|
2022
Q1 | $3.03M | Sell |
27,124
-1,985
| -7% | -$222K | 0.18% | 139 |
|
|
2021
Q4 | $2.84M | Hold |
29,109
| – | – | 0.18% | 132 |
|
|
2021
Q3 | $2.84M | Buy |
29,109
+732
| +3% | +$71.4K | 0.18% | 132 |
|
|
2021
Q2 | $2.8M | Buy |
28,377
+404
| +1% | +$39.9K | 0.18% | 133 |
|
|
2021
Q1 | $2.7M | Sell |
27,973
-7,246
| -21% | -$699K | 0.18% | 132 |
|
|
2020
Q4 | $3.23M | Buy |
35,219
+4,293
| +14% | +$393K | 0.28% | 109 |
|
|
2020
Q3 | $2.74M | Sell |
30,926
-322
| -1% | -$28.5K | 0.28% | 105 |
|
|
2020
Q2 | $2.5M | Sell |
31,248
-1,123
| -3% | -$89.7K | 0.28% | 107 |
|
|
2020
Q1 | $2.62M | Sell |
32,371
-405
| -1% | -$32.8K | 0.35% | 97 |
|
|
2019
Q4 | $2.99M | Sell |
32,776
-463
| -1% | -$42.2K | 0.33% | 102 |
|
|
2019
Q3 | $3.19M | Sell |
33,239
-670
| -2% | -$64.2K | 0.39% | 90 |
|
|
2019
Q2 | $2.99M | Buy |
33,909
+1,249
| +4% | +$110K | 0.37% | 93 |
|
|
2019
Q1 | $2.94M | Buy |
32,660
+71
| +0.2% | +$6.39K | 0.38% | 94 |
|
|
2018
Q4 | $2.81M | Sell |
32,589
-54
| -0.2% | -$4.66K | 0.42% | 85 |
|
|
2018
Q3 | $2.61M | Sell |
32,643
-227
| -0.7% | -$18.2K | 0.35% | 98 |
|
|
2018
Q2 | $2.6M | Sell |
32,870
-228
| -0.7% | -$18K | 0.37% | 99 |
|
|
2018
Q1 | $2.56M | Buy |
33,098
+935
| +3% | +$72.4K | 0.38% | 103 |
|
|
2017
Q4 | $2.71M | Buy |
+32,163
| New | +$2.71M | 0.39% | 94 |
|
|
2017
Q3 | – | Sell |
-33,182
| Closed | -$2.77M | – | 253 |
|
|
2017
Q2 | $2.77M | Sell |
33,182
-605
| -2% | -$50.6K | 0.44% | 91 |
|
|
2017
Q1 | $2.77M | Sell |
33,787
-106
| -0.3% | -$8.69K | 0.44% | 92 |
|
|
2016
Q4 | $2.63M | Buy |
33,893
+6,587
| +24% | +$511K | 0.43% | 92 |
|
|
2016
Q3 | $2.19M | Buy |
27,306
+252
| +0.9% | +$20.2K | 0.39% | 102 |
|
|
2016
Q2 | $2.32M | Sell |
27,054
-807
| -3% | -$69.2K | 0.42% | 101 |
|
|
2016
Q1 | $2.25M | Buy |
27,861
+54
| +0.2% | +$4.36K | 0.43% | 95 |
|
|
2015
Q4 | $1.99M | Sell |
27,807
-187
| -0.7% | -$13.3K | 0.43% | 92 |
|
|
2015
Q3 | $2.01M | Sell |
27,994
-802
| -3% | -$57.7K | 0.48% | 77 |
|
|
2015
Q2 | $2.03M | Buy |
28,796
+2,705
| +10% | +$191K | 0.47% | 86 |
|
|
2015
Q1 | $2M | Buy |
26,091
+673
| +3% | +$51.7K | 0.46% | 87 |
|
|
2014
Q4 | $2.12M | Sell |
25,418
-592
| -2% | -$49.4K | 0.51% | 81 |
|
|
2014
Q3 | $1.95M | Buy |
26,010
+108
| +0.4% | +$8.08K | 0.49% | 81 |
|
|
2014
Q2 | $1.92M | Sell |
25,902
-667
| -3% | -$49.5K | 0.46% | 86 |
|
|
2014
Q1 | $1.89M | Buy |
26,569
+361
| +1% | +$25.7K | 0.46% | 84 |
|
|
2013
Q4 | $1.81M | Buy |
26,208
+2,630
| +11% | +$182K | 0.44% | 90 |
|
|
2013
Q3 | $1.58M | Sell |
23,578
-253
| -1% | -$16.9K | 0.41% | 93 |
|
|
2013
Q2 | $1.61M | Buy |
+23,831
| New | +$1.61M | 0.44% | 88 |
|