CFS 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 | $1.14M | Buy |
9,674
+43
| +0.4% | +$5.08K | 0.09% | 160 |
|
|
2025
Q1 | $1.18M | Sell |
9,631
-6
| -0.1% | -$732 | 0.1% | 157 |
|
|
2024
Q4 | $1.04M | Sell |
9,637
-22
| -0.2% | -$2.37K | 0.09% | 154 |
|
|
2024
Q3 | $1.11M | Sell |
9,659
-10
| -0.1% | -$1.15K | 0.09% | 148 |
|
|
2024
Q2 | $969K | Buy |
9,669
+302
| +3% | +$30.3K | 0.08% | 145 |
|
|
2024
Q1 | $906K | Buy |
9,367
+823
| +10% | +$79.6K | 0.15% | 88 |
|
|
2023
Q4 | $829K | Sell |
8,544
-3,625
| -30% | -$352K | 0.15% | 83 |
|
|
2023
Q3 | $1.07M | Buy |
12,169
+8,595
| +240% | +$759K | 0.17% | 91 |
|
|
2023
Q2 | $321K | Buy |
3,574
+766
| +27% | +$68.8K | 0.04% | 202 |
|
|
2023
Q1 | $271K | Sell |
2,808
-2,592
| -48% | -$250K | 0.05% | 125 |
|
|
2022
Q4 | $556K | Sell |
5,400
-5,948
| -52% | -$612K | 0.13% | 83 |
|
|
2022
Q3 | $0 | Buy |
+11,348
| New | – | ﹤0.01% | 266 |
|
|
2022
Q2 | – | Sell |
-31,153
| Closed | – | – | 303 |
|
|
2022
Q1 | $0 | Buy |
+31,153
| New | – | ﹤0.01% | 451 |
|