Capital Advisory Group Advisory Services’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 | $222K | Buy |
1,877
+183
| +11% | +$21.6K | 0.08% | 163 |
|
|
2025
Q1 | $207K | Buy |
+1,694
| New | +$207K | 0.08% | 165 |
|
|
2022
Q2 | – | Sell |
-1,122
| Closed | -$125K | – | 282 |
|
|
2022
Q1 | $125K | Buy |
+1,122
| New | +$125K | 0.06% | 187 |
|
|
2021
Q4 | – | Sell |
-1,022
| Closed | -$100K | – | 255 |
|
|
2021
Q3 | $100K | Hold |
1,022
| – | – | 0.04% | 230 |
|
|
2021
Q2 | $101K | Hold |
1,022
| – | – | 0.04% | 232 |
|
|
2021
Q1 | $99K | Hold |
1,022
| – | – | 0.04% | 214 |
|
|
2020
Q4 | $94K | Buy |
1,022
+1,000
| +4,545% | +$92K | 0.04% | 212 |
|
|
2020
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 372 |
|
|
2019
Q4 | – | Sell |
-22
| Closed | -$2K | – | 260 |
|
|
2019
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 388 |
|
|
2019
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 375 |
|
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 372 |
|
|
2018
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 346 |
|
|
2018
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 329 |
|
|
2018
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 313 |
|