Capital Investment 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 | $9.34M | Sell |
79,134
-267
| -0.3% | -$31.5K | 0.76% | 26 |
|
|
2025
Q1 | $9.68M | Buy |
79,401
+1,745
| +2% | +$213K | 0.87% | 20 |
|
|
2024
Q4 | $8.37M | Buy |
77,656
+3,136
| +4% | +$338K | 0.81% | 25 |
|
|
2024
Q3 | $8.59M | Sell |
74,520
-1,582
| -2% | -$182K | 0.81% | 23 |
|
|
2024
Q2 | $7.63M | Sell |
76,102
-1,153
| -1% | -$116K | 0.79% | 23 |
|
|
2024
Q1 | $7.47M | Sell |
77,255
-7,554
| -9% | -$731K | 0.8% | 20 |
|
|
2023
Q4 | $8.23M | Buy |
84,809
+2,266
| +3% | +$220K | 0.76% | 23 |
|
|
2023
Q3 | $7.29M | Buy |
82,543
+3,865
| +5% | +$341K | 0.71% | 21 |
|
|
2023
Q2 | $7.06M | Buy |
78,678
+8,536
| +12% | +$766K | 0.7% | 21 |
|
|
2023
Q1 | $6.77M | Buy |
70,142
+1,181
| +2% | +$114K | 0.8% | 22 |
|
|
2022
Q4 | $7.1M | Buy |
68,961
+9,545
| +16% | +$983K | 0.84% | 18 |
|
|
2022
Q3 | $5.53M | Buy |
59,416
+2,090
| +4% | +$194K | 0.72% | 26 |
|
|
2022
Q2 | $6.15M | Buy |
57,326
+12,793
| +29% | +$1.37M | 0.74% | 22 |
|
|
2022
Q1 | $4.97M | Sell |
44,533
-1,519
| -3% | -$170K | 0.54% | 31 |
|
|
2021
Q4 | $4.83M | Buy |
46,052
+1,554
| +3% | +$163K | 0.57% | 31 |
|
|
2021
Q3 | $4.34M | Buy |
44,498
+2,125
| +5% | +$207K | 0.55% | 31 |
|
|
2021
Q2 | $4.18M | Sell |
42,373
-4,575
| -10% | -$452K | 0.53% | 35 |
|
|
2021
Q1 | $4.53M | Buy |
46,948
+550
| +1% | +$53.1K | 0.64% | 28 |
|
|
2020
Q4 | $4.25M | Buy |
46,398
+4,177
| +10% | +$382K | 0.63% | 30 |
|
|
2020
Q3 | $3.74M | Sell |
42,221
-2,749
| -6% | -$243K | 0.7% | 29 |
|
|
2020
Q2 | $3.59M | Buy |
44,970
+2,048
| +5% | +$164K | 0.73% | 23 |
|
|
2020
Q1 | $3.47M | Buy |
42,922
+4,341
| +11% | +$351K | 0.85% | 20 |
|
|
2019
Q4 | $3.52M | Buy |
38,581
+3,225
| +9% | +$294K | 0.94% | 17 |
|
|
2019
Q3 | $3.39M | Buy |
35,356
+1,773
| +5% | +$170K | 0.95% | 13 |
|
|
2019
Q2 | $2.96M | Sell |
33,583
-496
| -1% | -$43.7K | 0.9% | 15 |
|
|
2019
Q1 | $3.07M | Buy |
34,079
+2,660
| +8% | +$239K | 1.14% | 13 |
|
|
2018
Q4 | $2.71M | Buy |
31,419
+177
| +0.6% | +$15.3K | 1.16% | 13 |
|
|
2018
Q3 | $2.5M | Buy |
31,242
+1,596
| +5% | +$128K | 1.17% | 17 |
|
|
2018
Q2 | $2.34M | Buy |
29,646
+1,374
| +5% | +$109K | 1.17% | 16 |
|
|
2018
Q1 | $2.19M | Buy |
28,272
+1,655
| +6% | +$128K | 1.22% | 17 |
|
|
2017
Q4 | $2.24M | Buy |
26,617
+714
| +3% | +$60.1K | 1.31% | 17 |
|
|
2017
Q3 | $2.17M | Buy |
25,903
+719
| +3% | +$60.3K | 1.34% | 16 |
|
|
2017
Q2 | $2.11M | Buy |
25,184
+1,564
| +7% | +$131K | 1.39% | 14 |
|
|
2017
Q1 | $1.94M | Buy |
23,620
+1,207
| +5% | +$99K | 1.42% | 15 |
|
|
2016
Q4 | $1.74M | Buy |
+22,413
| New | +$1.74M | 1.51% | 17 |
|