Brighton Jones LLC’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 | $713K | Buy |
6,039
+161
| +3% | +$19K | 0.02% | 415 |
|
|
2025
Q1 | $717K | Sell |
5,878
-876
| -13% | -$107K | 0.02% | 310 |
|
|
2024
Q4 | $728K | Buy |
6,754
+700
| +12% | +$75.4K | 0.02% | 315 |
|
|
2024
Q3 | $698K | Sell |
6,054
-376
| -6% | -$43.4K | 0.03% | 265 |
|
|
2024
Q2 | $645K | Sell |
6,430
-225
| -3% | -$22.6K | 0.02% | 298 |
|
|
2024
Q1 | $644K | Buy |
6,655
+1,113
| +20% | +$108K | 0.02% | 298 |
|
|
2023
Q4 | $538K | Buy |
5,542
+350
| +7% | +$34K | 0.02% | 315 |
|
|
2023
Q3 | $458K | Buy |
5,192
+903
| +21% | +$79.7K | 0.02% | 308 |
|
|
2023
Q2 | $385K | Buy |
4,289
+1,356
| +46% | +$122K | 0.02% | 348 |
|
|
2023
Q1 | $283K | Sell |
2,933
-254
| -8% | -$24.5K | 0.02% | 394 |
|
|
2022
Q4 | $328K | Buy |
3,187
+187
| +6% | +$19.3K | 0.02% | 316 |
|
|
2022
Q3 | $279K | Buy |
3,000
+153
| +5% | +$14.2K | 0.02% | 348 |
|
|
2022
Q2 | $305K | Buy |
2,847
+227
| +9% | +$24.3K | 0.02% | 332 |
|
|
2022
Q1 | $293K | Buy |
2,620
+45
| +2% | +$5.03K | 0.01% | 366 |
|
|
2021
Q4 | $270K | Buy |
+2,575
| New | +$270K | 0.01% | 403 |
|
|
2018
Q1 | – | Sell |
-3,756
| Closed | -$316K | – | 296 |
|
|
2017
Q4 | $316K | Buy |
+3,756
| New | +$316K | 0.04% | 202 |
|