Burney Company’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 | $377K | Hold |
3,192
| – | – | 0.01% | 462 |
|
|
2025
Q1 | $389K | Sell |
3,192
-195
| -6% | -$23.8K | 0.01% | 450 |
|
|
2024
Q4 | $365K | Hold |
3,387
| – | – | 0.01% | 475 |
|
|
2024
Q3 | $391K | Sell |
3,387
-47
| -1% | -$5.42K | 0.01% | 471 |
|
|
2024
Q2 | $344K | Sell |
3,434
-94
| -3% | -$9.42K | 0.01% | 493 |
|
|
2024
Q1 | $341K | Sell |
3,528
-871
| -20% | -$84.2K | 0.01% | 505 |
|
|
2023
Q4 | $427K | Sell |
4,399
-170
| -4% | -$16.5K | 0.02% | 446 |
|
|
2023
Q3 | $403K | Sell |
4,569
-1,255
| -22% | -$111K | 0.02% | 435 |
|
|
2023
Q2 | $523K | Sell |
5,824
-465
| -7% | -$41.7K | 0.02% | 401 |
|
|
2023
Q1 | $607K | Buy |
6,289
+50
| +0.8% | +$4.82K | 0.03% | 371 |
|
|
2022
Q4 | $643K | Hold |
6,239
| – | – | 0.03% | 357 |
|
|
2022
Q3 | $580K | Buy |
6,239
+583
| +10% | +$54.2K | 0.03% | 385 |
|
|
2022
Q2 | $606K | Sell |
5,656
-522
| -8% | -$55.9K | 0.03% | 375 |
|
|
2022
Q1 | $690K | Sell |
6,178
-59
| -0.9% | -$6.59K | 0.03% | 383 |
|
|
2021
Q4 | $654K | Buy |
6,237
+2,719
| +77% | +$285K | 0.03% | 390 |
|
|
2021
Q3 | $343K | Sell |
3,518
-42
| -1% | -$4.1K | 0.02% | 458 |
|
|
2021
Q2 | $351K | Sell |
3,560
-457
| -11% | -$45.1K | 0.02% | 468 |
|
|
2021
Q1 | $388K | Sell |
4,017
-133
| -3% | -$12.8K | 0.02% | 441 |
|
|
2020
Q4 | $380K | Sell |
4,150
-299
| -7% | -$27.4K | 0.02% | 408 |
|
|
2020
Q3 | $394K | Buy |
4,449
+214
| +5% | +$19K | 0.02% | 377 |
|
|
2020
Q2 | $338K | Buy |
4,235
+27
| +0.6% | +$2.16K | 0.02% | 383 |
|
|
2020
Q1 | $340K | Sell |
4,208
-363
| -8% | -$29.3K | 0.03% | 341 |
|
|
2019
Q4 | $417K | Buy |
4,571
+412
| +10% | +$37.6K | 0.02% | 350 |
|
|
2019
Q3 | $399K | Hold |
4,159
| – | – | 0.02% | 337 |
|
|
2019
Q2 | $367K | Sell |
4,159
-210
| -5% | -$18.5K | 0.02% | 363 |
|
|
2019
Q1 | $393K | Sell |
4,369
-165
| -4% | -$14.8K | 0.02% | 350 |
|
|
2018
Q4 | $391K | Sell |
4,534
-803
| -15% | -$69.2K | 0.03% | 338 |
|
|
2018
Q3 | $427K | Sell |
5,337
-1,235
| -19% | -$98.8K | 0.03% | 344 |
|
|
2018
Q2 | $520K | Buy |
6,572
+833
| +15% | +$65.9K | 0.03% | 312 |
|
|
2018
Q1 | $445K | Buy |
5,739
+217
| +4% | +$16.8K | 0.03% | 308 |
|
|
2017
Q4 | $464K | Buy |
5,522
+145
| +3% | +$12.2K | 0.03% | 302 |
|
|
2017
Q3 | $453K | Sell |
5,377
-350
| -6% | -$29.5K | 0.03% | 287 |
|
|
2017
Q2 | $481K | Sell |
5,727
-228
| -4% | -$19.1K | 0.03% | 278 |
|
|
2017
Q1 | $488K | Buy |
5,955
+186
| +3% | +$15.2K | 0.03% | 268 |
|
|
2016
Q4 | $448K | Sell |
5,769
-2,822
| -33% | -$219K | 0.03% | 271 |
|
|
2016
Q3 | $697K | Sell |
8,591
-463
| -5% | -$37.6K | 0.05% | 232 |
|
|
2016
Q2 | $777K | Buy |
9,054
+3,288
| +57% | +$282K | 0.06% | 219 |
|
|
2016
Q1 | $465K | Sell |
5,766
-12
| -0.2% | -$968 | 0.03% | 279 |
|
|
2015
Q4 | $416K | Buy |
5,778
+296
| +5% | +$21.3K | 0.03% | 273 |
|
|
2015
Q3 | $394K | Buy |
5,482
+399
| +8% | +$28.7K | 0.03% | 274 |
|
|
2015
Q2 | $359K | Sell |
5,083
-539
| -10% | -$38.1K | 0.02% | 314 |
|
|
2015
Q1 | $432K | Buy |
5,622
+44
| +0.8% | +$3.38K | 0.03% | 300 |
|
|
2014
Q4 | $466K | Sell |
5,578
-347
| -6% | -$29K | 0.04% | 281 |
|
|
2014
Q3 | $443K | Sell |
5,925
-606
| -9% | -$45.3K | 0.04% | 284 |
|
|
2014
Q2 | $485K | Sell |
6,531
-2,916
| -31% | -$217K | 0.04% | 280 |
|
|
2014
Q1 | $673K | Buy |
9,447
+2,875
| +44% | +$205K | 0.06% | 244 |
|
|
2013
Q4 | $454K | Sell |
6,572
-638
| -9% | -$44.1K | 0.04% | 285 |
|
|
2013
Q3 | $482K | Buy |
7,210
+294
| +4% | +$19.7K | 0.05% | 275 |
|
|
2013
Q2 | $467K | Buy |
+6,916
| New | +$467K | 0.06% | 266 |
|