Cary Street Partners Investment Advisory’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 | $221K | Buy |
1,871
+65
| +4% | +$7.67K | 0.11% | 216 |
|
|
2025
Q1 | $220K | Buy |
1,806
+192
| +12% | +$23.4K | 0.13% | 198 |
|
|
2024
Q4 | $174K | Sell |
1,614
-28,998
| -95% | -$3.12M | 0.11% | 198 |
|
|
2024
Q3 | $3.53M | Buy |
30,612
+6,799
| +29% | +$784K | 0.13% | 178 |
|
|
2024
Q2 | $2.39M | Sell |
23,813
-467
| -2% | -$46.8K | 0.1% | 224 |
|
|
2024
Q1 | $2.35M | Sell |
24,280
-1,321
| -5% | -$128K | 0.1% | 221 |
|
|
2023
Q4 | $2.48M | Sell |
25,601
-1,368
| -5% | -$133K | 0.12% | 198 |
|
|
2023
Q3 | $2.38M | Sell |
26,969
-2,981
| -10% | -$263K | 0.13% | 191 |
|
|
2023
Q2 | $2.69M | Sell |
29,950
-1,429
| -5% | -$128K | 0.17% | 150 |
|
|
2023
Q1 | $3.03M | Sell |
31,379
-654
| -2% | -$63.1K | 0.22% | 127 |
|
|
2022
Q4 | $3.3M | Sell |
32,033
-654
| -2% | -$67.4K | 0.24% | 107 |
|
|
2022
Q3 | $3.04M | Buy |
32,687
+1,096
| +3% | +$102K | 0.25% | 108 |
|
|
2022
Q2 | $3.39M | Buy |
+31,591
| New | +$3.39M | 0.29% | 93 |
|
|
2021
Q2 | – | Sell |
-28,302
| Closed | -$84K | – | 322 |
|
|
2021
Q1 | $84K | Buy |
28,302
+9,686
| +52% | +$28.7K | 0.03% | 248 |
|
|
2020
Q4 | $1.71M | Buy |
18,616
+15,764
| +553% | +$1.44M | 0.33% | 74 |
|
|
2020
Q3 | $253K | Buy |
+2,852
| New | +$253K | 0.05% | 236 |
|