Cannon Financial Strategists’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 | $907K | Buy |
7,689
+25
| +0.3% | +$2.95K | 0.14% | 50 |
|
|
2025
Q1 | $935K | Sell |
7,664
-50
| -0.6% | -$6.1K | 0.16% | 48 |
|
|
2024
Q4 | $831K | Buy |
7,714
+392
| +5% | +$42.2K | 0.14% | 50 |
|
|
2024
Q3 | $844K | Buy |
7,322
+1,769
| +32% | +$204K | 0.15% | 52 |
|
|
2024
Q2 | $557K | Sell |
5,553
-1,768
| -24% | -$177K | 0.11% | 56 |
|
|
2024
Q1 | $708K | Buy |
7,321
+235
| +3% | +$22.7K | 0.14% | 49 |
|
|
2023
Q4 | $688K | Buy |
7,086
+331
| +5% | +$32.1K | 0.15% | 48 |
|
|
2023
Q3 | $596K | Hold |
6,755
| – | – | 0.15% | 49 |
|
|
2023
Q2 | $606K | Hold |
6,755
| – | – | 0.17% | 51 |
|
|
2023
Q1 | $652K | Buy |
6,755
+1,682
| +33% | +$162K | 0.22% | 38 |
|
|
2022
Q4 | $522K | Sell |
5,073
-104
| -2% | -$10.7K | 0.19% | 43 |
|
|
2022
Q3 | $482K | Sell |
5,177
-2
| -0% | -$186 | 0.19% | 43 |
|
|
2022
Q2 | $555K | Sell |
5,179
-158
| -3% | -$16.9K | 0.21% | 45 |
|
|
2022
Q1 | $596K | Buy |
5,337
+216
| +4% | +$24.1K | 0.22% | 38 |
|
|
2021
Q4 | $537K | Buy |
5,121
+110
| +2% | +$11.5K | 0.19% | 43 |
|
|
2021
Q3 | $489K | Hold |
5,011
| – | – | 0.19% | 40 |
|
|
2021
Q2 | $495K | Hold |
5,011
| – | – | 0.2% | 38 |
|
|
2021
Q1 | $484K | Sell |
5,011
-149
| -3% | -$14.4K | 0.21% | 38 |
|
|
2020
Q4 | $472K | Buy |
5,160
+149
| +3% | +$13.6K | 0.23% | 36 |
|
|
2020
Q3 | $444K | Sell |
5,011
-141
| -3% | -$12.5K | 0.24% | 36 |
|
|
2020
Q2 | $412K | Buy |
5,152
+141
| +3% | +$11.3K | 0.25% | 35 |
|
|
2020
Q1 | $405K | Hold |
5,011
| – | – | 0.3% | 31 |
|
|
2019
Q4 | $457K | Hold |
5,011
| – | – | 0.3% | 32 |
|
|
2019
Q3 | $480K | Hold |
5,011
| – | – | 0.37% | 30 |
|
|
2019
Q2 | $442K | Hold |
5,011
| – | – | 0.37% | 29 |
|
|
2019
Q1 | $451K | Buy |
+5,011
| New | +$451K | 0.4% | 29 |
|