Center for Financial Planning’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 | $162K | Hold |
1,370
| – | – | 0.02% | 178 |
|
|
2025
Q1 | $167K | Sell |
1,370
-38
| -3% | -$4.64K | 0.02% | 168 |
|
|
2024
Q4 | $152K | Hold |
1,408
| – | – | 0.02% | 168 |
|
|
2024
Q3 | $162K | Hold |
1,408
| – | – | 0.02% | 158 |
|
|
2024
Q2 | $141K | Hold |
1,408
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $136K | Sell |
1,408
-5
| -0.4% | -$484 | 0.02% | 163 |
|
|
2023
Q4 | $137K | Buy |
1,413
+38
| +3% | +$3.69K | 0.03% | 155 |
|
|
2023
Q3 | $121K | Hold |
1,375
| – | – | 0.03% | 156 |
|
|
2023
Q2 | $123K | Buy |
1,375
+237
| +21% | +$21.3K | 0.03% | 155 |
|
|
2023
Q1 | $110K | Buy |
1,138
+118
| +12% | +$11.4K | 0.03% | 157 |
|
|
2022
Q4 | $105K | Sell |
1,020
-225
| -18% | -$23.2K | 0.03% | 159 |
|
|
2022
Q3 | $116K | Sell |
1,245
-10
| -0.8% | -$932 | 0.03% | 146 |
|
|
2022
Q2 | $135K | Sell |
1,255
-266
| -17% | -$28.6K | 0.03% | 143 |
|
|
2022
Q1 | $170K | Hold |
1,521
| – | – | 0.03% | 143 |
|
|
2021
Q4 | $160K | Sell |
1,521
-260
| -15% | -$27.4K | 0.03% | 143 |
|
|
2021
Q3 | $174K | Buy |
1,781
+49
| +3% | +$4.79K | 0.04% | 135 |
|
|
2021
Q2 | $171K | Hold |
1,732
| – | – | 0.04% | 139 |
|
|
2021
Q1 | $167K | Hold |
1,732
| – | – | 0.04% | 135 |
|
|
2020
Q4 | $159K | Sell |
1,732
-693
| -29% | -$63.6K | 0.05% | 129 |
|
|
2020
Q3 | $215K | Hold |
2,425
| – | – | 0.07% | 107 |
|
|
2020
Q2 | $194K | Sell |
2,425
-2,116
| -47% | -$169K | 0.07% | 111 |
|
|
2020
Q1 | $367K | Hold |
4,541
| – | – | 0.12% | 72 |
|
|
2019
Q4 | $414K | Buy |
+4,541
| New | +$414K | 0.1% | 80 |
|