Cetera Investment Advisers’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 | $60.5M | Buy |
512,629
+21,233
| +4% | +$2.51M | 0.1% | 195 |
|
|
2025
Q1 | $59.9M | Buy |
491,396
+47,126
| +11% | +$5.75M | 0.12% | 179 |
|
|
2024
Q4 | $47.9M | Buy |
444,270
+13,427
| +3% | +$1.45M | 0.1% | 207 |
|
|
2024
Q3 | $49.7M | Sell |
430,843
-4,357
| -1% | -$502K | 0.11% | 181 |
|
|
2024
Q2 | $43.6M | Sell |
435,200
-21,621
| -5% | -$2.17M | 0.1% | 197 |
|
|
2024
Q1 | $44.2M | Buy |
456,821
+298,117
| +188% | +$28.8M | 0.1% | 191 |
|
|
2023
Q4 | $15.4M | Buy |
158,704
+24,963
| +19% | +$2.42M | 0.13% | 155 |
|
|
2023
Q3 | $11.8M | Buy |
133,741
+16,546
| +14% | +$1.46M | 0.1% | 183 |
|
|
2023
Q2 | $10.5M | Buy |
117,195
+14,063
| +14% | +$1.26M | 0.09% | 211 |
|
|
2023
Q1 | $9.95M | Buy |
103,132
+5,633
| +6% | +$543K | 0.09% | 216 |
|
|
2022
Q4 | $10M | Buy |
97,499
+33,983
| +54% | +$3.5M | 0.09% | 211 |
|
|
2022
Q3 | $5.91M | Sell |
63,516
-7,487
| -11% | -$696K | 0.12% | 183 |
|
|
2022
Q2 | $7.61M | Sell |
71,003
-5,941
| -8% | -$637K | 0.12% | 178 |
|
|
2022
Q1 | $8.59M | Buy |
76,944
+332
| +0.4% | +$37.1K | 0.12% | 171 |
|
|
2021
Q4 | $8.04M | Buy |
76,612
+7,139
| +10% | +$749K | 0.12% | 195 |
|
|
2021
Q3 | $6.78M | Buy |
69,473
+2,610
| +4% | +$255K | 0.11% | 205 |
|
|
2021
Q2 | $6.6M | Buy |
66,863
+7,231
| +12% | +$714K | 0.11% | 206 |
|
|
2021
Q1 | $5.76M | Sell |
59,632
-3,799
| -6% | -$367K | 0.11% | 199 |
|
|
2020
Q4 | $5.81M | Buy |
63,431
+42,942
| +210% | +$3.93M | 0.11% | 189 |
|
|
2020
Q3 | $1.81M | Buy |
20,489
+1,656
| +9% | +$147K | 0.15% | 165 |
|
|
2020
Q2 | $1.51M | Buy |
18,833
+2,280
| +14% | +$182K | 0.14% | 178 |
|
|
2020
Q1 | $1.34M | Buy |
16,553
+507
| +3% | +$41K | 0.16% | 152 |
|
|
2019
Q4 | $1.46M | Buy |
16,046
+1,392
| +9% | +$127K | 0.15% | 159 |
|
|
2019
Q3 | $1.41M | Buy |
14,654
+2,076
| +17% | +$200K | 0.17% | 141 |
|
|
2019
Q2 | $1.11M | Sell |
12,578
-15
| -0.1% | -$1.32K | 0.14% | 161 |
|
|
2019
Q1 | $1.13M | Buy |
12,593
+948
| +8% | +$85.3K | 0.16% | 153 |
|
|
2018
Q4 | $1.01M | Buy |
11,645
+1,530
| +15% | +$132K | 0.16% | 147 |
|
|
2018
Q3 | $807K | Buy |
10,115
+4,214
| +71% | +$336K | 0.12% | 188 |
|
|
2018
Q2 | $468K | Sell |
5,901
-78
| -1% | -$6.19K | 0.08% | 253 |
|
|
2018
Q1 | $463K | Sell |
5,979
-715
| -11% | -$55.4K | 0.09% | 239 |
|
|
2017
Q4 | $562K | Sell |
6,694
-133
| -2% | -$11.2K | 0.1% | 225 |
|
|
2017
Q3 | $574K | Buy |
6,827
+217
| +3% | +$18.2K | 0.13% | 212 |
|
|
2017
Q2 | $552K | Sell |
6,610
-123
| -2% | -$10.3K | 0.14% | 199 |
|
|
2017
Q1 | $548K | Sell |
6,733
-975
| -13% | -$79.4K | 0.15% | 175 |
|
|
2016
Q4 | $599K | Buy |
7,708
+4,815
| +166% | +$374K | 0.2% | 137 |
|
|
2016
Q3 | $231K | Sell |
2,893
-6,194
| -68% | -$495K | 0.1% | 235 |
|
|
2016
Q2 | $783K | Buy |
9,087
+372
| +4% | +$32.1K | 0.31% | 102 |
|
|
2016
Q1 | $702K | Buy |
8,715
+120
| +1% | +$9.67K | 0.3% | 98 |
|
|
2015
Q4 | $614K | Buy |
+8,595
| New | +$614K | 0.28% | 110 |
|