Buckingham Strategic Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.75M | Buy |
17,454
+427
| +3% | +$42.8K | 0.02% | 253 |
|
|
2024
Q1 | $1.65M | Buy |
17,027
+13
| +0.1% | +$1.26K | 0.02% | 265 |
|
|
2023
Q4 | $1.65M | Buy |
17,014
+2,047
| +14% | +$199K | 0.02% | 258 |
|
|
2023
Q3 | $1.32M | Sell |
14,967
-3,899
| -21% | -$344K | 0.02% | 259 |
|
|
2023
Q2 | $1.69M | Buy |
18,866
+2,332
| +14% | +$209K | 0.02% | 230 |
|
|
2023
Q1 | $1.7M | Hold |
16,534
| – | – | 0.03% | 198 |
|
|
2022
Q4 | $1.7M | Buy |
16,534
+2,055
| +14% | +$212K | 0.03% | 199 |
|
|
2022
Q3 | $1.35M | Sell |
14,479
-3,000
| -17% | -$279K | 0.03% | 221 |
|
|
2022
Q2 | $1.87M | Buy |
17,479
+1,863
| +12% | +$200K | 0.04% | 181 |
|
|
2022
Q1 | $1.74M | Sell |
15,616
-405
| -3% | -$45.2K | 0.03% | 198 |
|
|
2021
Q4 | $1.68M | Buy |
16,021
+312
| +2% | +$32.7K | 0.03% | 205 |
|
|
2021
Q3 | $1.53M | Buy |
15,709
+1,191
| +8% | +$116K | 0.03% | 208 |
|
|
2021
Q2 | $1.43M | Buy |
14,518
+6,342
| +78% | +$626K | 0.03% | 216 |
|
|
2021
Q1 | $789K | Sell |
8,176
-524
| -6% | -$50.6K | 0.04% | 260 |
|
|
2020
Q4 | $797K | Buy |
8,700
+382
| +5% | +$35K | 0.04% | 247 |
|
|
2020
Q3 | $737K | Buy |
8,318
+1,134
| +16% | +$100K | 0.06% | 213 |
|
|
2020
Q2 | $574K | Sell |
7,184
-873
| -11% | -$69.8K | 0.05% | 198 |
|
|
2020
Q1 | $652K | Buy |
8,057
+343
| +4% | +$27.8K | 0.06% | 225 |
|
|
2019
Q4 | $704K | Buy |
7,714
+2,003
| +35% | +$183K | 0.07% | 200 |
|
|
2019
Q3 | $547K | Sell |
5,711
-1,302
| -19% | -$125K | 0.06% | 217 |
|
|
2019
Q2 | $619K | Buy |
7,013
+1,195
| +21% | +$105K | 0.07% | 211 |
|
|
2019
Q1 | $524K | Sell |
5,818
-541
| -9% | -$48.7K | 0.07% | 214 |
|
|
2018
Q4 | $549K | Sell |
6,359
-133
| -2% | -$11.5K | 0.08% | 172 |
|
|
2018
Q3 | $520K | Sell |
6,492
-311
| -5% | -$24.9K | 0.08% | 188 |
|
|
2018
Q2 | $538K | Buy |
6,803
+568
| +9% | +$44.9K | 0.09% | 170 |
|
|
2018
Q1 | $483K | Sell |
6,235
-478
| -7% | -$37K | 0.09% | 171 |
|
|
2017
Q4 | $565K | Buy |
6,713
+1,246
| +23% | +$105K | 0.12% | 155 |
|
|
2017
Q3 | $459K | Sell |
5,467
-486
| -8% | -$40.8K | 0.11% | 168 |
|
|
2017
Q2 | $498K | Buy |
5,953
+977
| +20% | +$81.7K | 0.12% | 159 |
|
|
2017
Q1 | $408K | Buy |
4,976
+500
| +11% | +$41K | 0.12% | 157 |
|
|
2016
Q4 | $347K | Buy |
4,476
+503
| +13% | +$39K | 0.11% | 148 |
|
|
2016
Q3 | $318K | Sell |
3,973
-2
| -0.1% | -$160 | 0.11% | 148 |
|
|
2016
Q2 | $341K | Buy |
3,975
+288
| +8% | +$24.7K | 0.12% | 144 |
|
|
2016
Q1 | $297K | Buy |
3,687
+473
| +15% | +$38.1K | 0.1% | 150 |
|
|
2015
Q4 | $229K | Sell |
3,214
-105
| -3% | -$7.48K | 0.08% | 171 |
|
|
2015
Q3 | $239K | Buy |
3,319
+51
| +2% | +$3.67K | 0.08% | 163 |
|
|
2015
Q2 | $231K | Buy |
3,268
+122
| +4% | +$8.62K | 0.08% | 192 |
|
|
2015
Q1 | $242K | Sell |
3,146
-55
| -2% | -$4.23K | 0.09% | 177 |
|
|
2014
Q4 | $267K | Buy |
+3,201
| New | +$267K | 0.1% | 149 |
|