Checchi Capital 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 | $1.05M | Sell |
8,884
-566
| -6% | -$66.8K | 0.06% | 204 |
|
|
2025
Q1 | $1.15M | Buy |
9,450
+418
| +5% | +$51K | 0.06% | 191 |
|
|
2024
Q4 | $973K | Sell |
9,032
-23
| -0.3% | -$2.48K | 0.06% | 200 |
|
|
2024
Q3 | $1.04M | Buy |
9,055
+61
| +0.7% | +$7.03K | 0.06% | 192 |
|
|
2024
Q2 | $902K | Sell |
8,994
-335
| -4% | -$33.6K | 0.05% | 203 |
|
|
2024
Q1 | $902K | Buy |
9,329
+586
| +7% | +$56.7K | 0.07% | 208 |
|
|
2023
Q4 | $848K | Sell |
8,743
-236
| -3% | -$22.9K | 0.07% | 207 |
|
|
2023
Q3 | $793K | Buy |
8,979
+133
| +2% | +$11.7K | 0.07% | 203 |
|
|
2023
Q2 | $794K | Buy |
8,846
+528
| +6% | +$47.4K | 0.07% | 198 |
|
|
2023
Q1 | $802K | Sell |
8,318
-476
| -5% | -$45.9K | 0.08% | 196 |
|
|
2022
Q4 | $906K | Sell |
8,794
-1,890
| -18% | -$195K | 0.09% | 169 |
|
|
2022
Q3 | $994K | Buy |
10,684
+23
| +0.2% | +$2.14K | 0.09% | 148 |
|
|
2022
Q2 | $1.17M | Buy |
10,661
+1,647
| +18% | +$181K | 0.1% | 142 |
|
|
2022
Q1 | $1.01M | Buy |
9,014
+592
| +7% | +$66.1K | 0.09% | 151 |
|
|
2021
Q4 | $884K | Buy |
8,422
+267
| +3% | +$28K | 0.08% | 164 |
|
|
2021
Q3 | $796K | Sell |
8,155
-326
| -4% | -$31.8K | 0.08% | 162 |
|
|
2021
Q2 | $837K | Sell |
8,481
-204
| -2% | -$20.1K | 0.08% | 162 |
|
|
2021
Q1 | $838K | Buy |
8,685
+104
| +1% | +$10K | 0.08% | 150 |
|
|
2020
Q4 | $786K | Buy |
8,581
+249
| +3% | +$22.8K | 0.08% | 153 |
|
|
2020
Q3 | $738K | Buy |
8,332
+65
| +0.8% | +$5.76K | 0.08% | 143 |
|
|
2020
Q2 | $660K | Sell |
8,267
-333
| -4% | -$26.6K | 0.08% | 152 |
|
|
2020
Q1 | $696K | Buy |
8,600
+394
| +5% | +$31.9K | 0.07% | 124 |
|
|
2019
Q4 | $748K | Buy |
8,206
+921
| +13% | +$84K | 0.1% | 130 |
|
|
2019
Q3 | $698K | Sell |
7,285
-31
| -0.4% | -$2.97K | 0.09% | 133 |
|
|
2019
Q2 | $646K | Buy |
7,316
+18
| +0.2% | +$1.59K | 0.08% | 148 |
|
|
2019
Q1 | $657K | Sell |
7,298
-280
| -4% | -$25.2K | 0.08% | 141 |
|
|
2018
Q4 | $654K | Sell |
7,578
-826
| -10% | -$71.3K | 0.08% | 133 |
|
|
2018
Q3 | $673K | Buy |
8,404
+725
| +9% | +$58.1K | 0.08% | 157 |
|
|
2018
Q2 | $607K | Buy |
7,679
+251
| +3% | +$19.8K | 0.08% | 156 |
|
|
2018
Q1 | $575K | Buy |
7,428
+207
| +3% | +$16K | 0.08% | 157 |
|
|
2017
Q4 | $607K | Buy |
7,221
+131
| +2% | +$11K | 0.08% | 160 |
|
|
2017
Q3 | $595K | Buy |
7,090
+254
| +4% | +$21.3K | 0.06% | 141 |
|
|
2017
Q2 | $571K | Sell |
6,836
-458
| -6% | -$38.3K | 0.06% | 149 |
|
|
2017
Q1 | $598K | Sell |
7,294
-836
| -10% | -$68.5K | 0.07% | 144 |
|
|
2016
Q4 | $631K | Buy |
8,130
+278
| +4% | +$21.6K | 0.09% | 128 |
|
|
2016
Q3 | $628K | Buy |
7,852
+556
| +8% | +$44.5K | 0.07% | 128 |
|
|
2016
Q2 | $626K | Sell |
7,296
-584
| -7% | -$50.1K | 0.07% | 119 |
|
|
2016
Q1 | $636K | Buy |
7,880
+754
| +11% | +$60.9K | 0.14% | 112 |
|
|
2015
Q4 | $509K | Sell |
7,126
-489
| -6% | -$34.9K | 0.13% | 138 |
|
|
2015
Q3 | $548K | Buy |
7,615
+467
| +7% | +$33.6K | 0.15% | 126 |
|
|
2015
Q2 | $505K | Buy |
7,148
+354
| +5% | +$25K | 0.13% | 141 |
|
|
2015
Q1 | $522K | Buy |
6,794
+646
| +11% | +$49.6K | 0.15% | 125 |
|
|
2014
Q4 | $514K | Buy |
6,148
+1,132
| +23% | +$94.6K | 0.19% | 116 |
|
|
2014
Q3 | $375K | Buy |
5,016
+965
| +24% | +$72.1K | 0.15% | 129 |
|
|
2014
Q2 | $301K | Buy |
4,051
+663
| +20% | +$49.3K | 0.14% | 140 |
|
|
2014
Q1 | $241K | Buy |
+3,388
| New | +$241K | 0.15% | 140 |
|