Cambridge Investment Research Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7M | Buy |
310,842
+19,175
| +7% | +$2.26M | 0.11% | 181 |
|
|
2025
Q1 | $35.6M | Buy |
291,667
+20,942
| +8% | +$2.55M | 0.12% | 163 |
|
|
2024
Q4 | $29.2M | Sell |
270,725
-4,816
| -2% | -$519K | 0.1% | 195 |
|
|
2024
Q3 | $31.8M | Sell |
275,541
-17,790
| -6% | -$2.05M | 0.11% | 184 |
|
|
2024
Q2 | $29.4M | Buy |
293,331
+9,011
| +3% | +$903K | 0.11% | 176 |
|
|
2024
Q1 | $27.5M | Sell |
284,320
-20,142
| -7% | -$1.95M | 0.11% | 178 |
|
|
2023
Q4 | $29.5M | Sell |
304,462
-4,561
| -1% | -$443K | 0.13% | 158 |
|
|
2023
Q3 | $27.3M | Buy |
309,023
+31,642
| +11% | +$2.79M | 0.13% | 156 |
|
|
2023
Q2 | $24.9M | Buy |
277,381
+9,560
| +4% | +$858K | 0.11% | 179 |
|
|
2023
Q1 | $25.8M | Buy |
267,821
+3,575
| +1% | +$345K | 0.13% | 166 |
|
|
2022
Q4 | $27.2M | Buy |
264,246
+34,079
| +15% | +$3.51M | 0.14% | 148 |
|
|
2022
Q3 | $21.4M | Buy |
230,167
+21,860
| +10% | +$2.03M | 0.12% | 173 |
|
|
2022
Q2 | $22.3M | Buy |
208,307
+2,654
| +1% | +$285K | 0.12% | 179 |
|
|
2022
Q1 | $23M | Buy |
205,653
+8,126
| +4% | +$907K | 0.11% | 199 |
|
|
2021
Q4 | $20.7M | Buy |
197,527
+12,499
| +7% | +$1.31M | 0.09% | 211 |
|
|
2021
Q3 | $18.1M | Sell |
185,028
-1,887
| -1% | -$184K | 0.09% | 217 |
|
|
2021
Q2 | $18.5M | Sell |
186,915
-3,821
| -2% | -$377K | 0.09% | 226 |
|
|
2021
Q1 | $18.4M | Buy |
190,736
+21,757
| +13% | +$2.1M | 0.1% | 208 |
|
|
2020
Q4 | $15.5M | Sell |
168,979
-27,504
| -14% | -$2.52M | 0.09% | 216 |
|
|
2020
Q3 | $17.4M | Buy |
196,483
+33,390
| +20% | +$2.96M | 0.12% | 183 |
|
|
2020
Q2 | $13M | Sell |
163,093
-5,053
| -3% | -$404K | 0.1% | 210 |
|
|
2020
Q1 | $13.6M | Sell |
168,146
-17,857
| -10% | -$1.44M | 0.13% | 165 |
|
|
2019
Q4 | $17M | Buy |
186,003
+34,765
| +23% | +$3.17M | 0.13% | 166 |
|
|
2019
Q3 | $14.5M | Sell |
151,238
-12,365
| -8% | -$1.19M | 0.13% | 169 |
|
|
2019
Q2 | $14.4M | Sell |
163,603
-285
| -0.2% | -$25.1K | 0.13% | 165 |
|
|
2019
Q1 | $14.8M | Buy |
163,888
+4,692
| +3% | +$422K | 0.14% | 151 |
|
|
2018
Q4 | $13.7M | Sell |
159,196
-8,774
| -5% | -$757K | 0.15% | 141 |
|
|
2018
Q3 | $13.4M | Buy |
167,970
+8,387
| +5% | +$671K | 0.13% | 162 |
|
|
2018
Q2 | $12.6M | Sell |
159,583
-18,594
| -10% | -$1.47M | 0.13% | 154 |
|
|
2018
Q1 | $13.8M | Buy |
178,177
+17,179
| +11% | +$1.33M | 0.16% | 133 |
|
|
2017
Q4 | $13.5M | Buy |
160,998
+11,758
| +8% | +$989K | 0.16% | 137 |
|
|
2017
Q3 | $12.5M | Buy |
149,240
+6,966
| +5% | +$585K | 0.17% | 121 |
|
|
2017
Q2 | $11.9M | Buy |
142,274
+3,094
| +2% | +$259K | 0.17% | 114 |
|
|
2017
Q1 | $11.4M | Buy |
139,180
+5,907
| +4% | +$484K | 0.2% | 103 |
|
|
2016
Q4 | $10.3M | Buy |
133,273
+9,025
| +7% | +$701K | 0.19% | 104 |
|
|
2016
Q3 | $9.95M | Buy |
124,248
+4,557
| +4% | +$365K | 0.18% | 102 |
|
|
2016
Q2 | $10.3M | Buy |
119,691
+12,919
| +12% | +$1.11M | 0.22% | 97 |
|
|
2016
Q1 | $8.61M | Sell |
106,772
-12,630
| -11% | -$1.02M | 0.19% | 105 |
|
|
2015
Q4 | $8.52M | Buy |
119,402
+16,461
| +16% | +$1.18M | 0.2% | 106 |
|
|
2015
Q3 | $7.41M | Buy |
102,941
+16,892
| +20% | +$1.22M | 0.21% | 96 |
|
|
2015
Q2 | $6.08M | Buy |
86,049
+9,981
| +13% | +$705K | 0.17% | 125 |
|
|
2015
Q1 | $5.84M | Buy |
76,068
+7,212
| +10% | +$554K | 0.17% | 125 |
|
|
2014
Q4 | $5.75M | Buy |
68,856
+5,439
| +9% | +$454K | 0.18% | 115 |
|
|
2014
Q3 | $4.74M | Sell |
63,417
-1,413
| -2% | -$106K | 0.14% | 149 |
|
|
2014
Q2 | $4.81M | Buy |
64,830
+672
| +1% | +$49.9K | 0.17% | 122 |
|
|
2014
Q1 | $4.57M | Buy |
64,158
+2,532
| +4% | +$180K | 0.17% | 121 |
|
|
2013
Q4 | $4.25M | Buy |
61,626
+4,893
| +9% | +$338K | 0.17% | 120 |
|
|
2013
Q3 | $3.79M | Buy |
56,733
+195
| +0.3% | +$13K | 0.17% | 130 |
|
|
2013
Q2 | $3.82M | Buy |
+56,538
| New | +$3.82M | 0.19% | 111 |
|