Certified Advisory Corp’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 | $2.27M | Buy |
19,203
+26
| +0.1% | +$3.07K | 0.24% | 104 |
|
|
2025
Q1 | $2.34M | Sell |
19,177
-152
| -0.8% | -$18.5K | 0.26% | 99 |
|
|
2024
Q4 | $2.08M | Buy |
19,329
+278
| +1% | +$30K | 0.23% | 105 |
|
|
2024
Q3 | $2.2M | Buy |
19,051
+1,904
| +11% | +$220K | 0.24% | 102 |
|
|
2024
Q2 | $1.72M | Sell |
17,147
-1,151
| -6% | -$115K | 0.22% | 109 |
|
|
2024
Q1 | $1.77M | Buy |
18,298
+707
| +4% | +$68.4K | 0.25% | 103 |
|
|
2023
Q4 | $1.71M | Buy |
17,591
+14
| +0.1% | +$1.36K | 0.26% | 102 |
|
|
2023
Q3 | $1.55M | Buy |
17,577
+92
| +0.5% | +$8.12K | 0.29% | 95 |
|
|
2023
Q2 | $1.57M | Buy |
17,485
+61
| +0.4% | +$5.47K | 0.29% | 90 |
|
|
2023
Q1 | $1.68M | Sell |
17,424
-35
| -0.2% | -$3.38K | 0.3% | 91 |
|
|
2022
Q4 | $1.8M | Buy |
17,459
+104
| +0.6% | +$10.7K | 0.36% | 82 |
|
|
2022
Q3 | $1.61M | Buy |
17,355
+34
| +0.2% | +$3.16K | 0.37% | 78 |
|
|
2022
Q2 | $1.86M | Buy |
17,321
+689
| +4% | +$73.9K | 0.41% | 69 |
|
|
2022
Q1 | $1.86M | Buy |
16,632
+676
| +4% | +$75.5K | 0.39% | 72 |
|
|
2021
Q4 | $1.67M | Buy |
15,956
+353
| +2% | +$37K | 0.37% | 71 |
|
|
2021
Q3 | $1.52M | Buy |
15,603
+88
| +0.6% | +$8.59K | 0.37% | 67 |
|
|
2021
Q2 | $1.53M | Buy |
15,515
+2,956
| +24% | +$292K | 0.39% | 64 |
|
|
2021
Q1 | $1.21M | Buy |
+12,559
| New | +$1.21M | 0.31% | 76 |
|
|
2020
Q2 | $980K | Buy |
12,261
+1,118
| +10% | +$89.4K | 0.32% | 78 |
|
|
2020
Q1 | $901K | Buy |
11,143
+428
| +4% | +$34.6K | 0.36% | 68 |
|
|
2019
Q4 | $977K | Sell |
10,715
-319
| -3% | -$29.1K | 0.31% | 79 |
|
|
2019
Q3 | $1.06M | Sell |
11,034
-469
| -4% | -$45K | 0.37% | 67 |
|
|
2019
Q2 | $1.02M | Buy |
11,503
+692
| +6% | +$61.1K | 0.38% | 64 |
|
|
2019
Q1 | $973K | Sell |
10,811
-246
| -2% | -$22.1K | 0.41% | 63 |
|
|
2018
Q4 | $954K | Sell |
11,057
-13
| -0.1% | -$1.12K | 0.5% | 51 |
|
|
2018
Q3 | $886K | Buy |
11,070
+14
| +0.1% | +$1.12K | 0.41% | 62 |
|
|
2018
Q2 | $874K | Buy |
11,056
+85
| +0.8% | +$6.72K | 0.49% | 57 |
|
|
2018
Q1 | $849K | Buy |
10,971
+167
| +2% | +$12.9K | 0.5% | 55 |
|
|
2017
Q4 | $908K | Buy |
+10,804
| New | +$908K | 0.65% | 42 |
|