Clearstead Advisors’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 | $6.1M | Buy |
51,711
+846
| +2% | +$99.8K | 0.09% | 172 |
|
|
2025
Q1 | $6.2M | Buy |
50,865
+8,283
| +19% | +$1.01M | 0.1% | 153 |
|
|
2024
Q4 | $4.59M | Buy |
42,582
+97
| +0.2% | +$10.5K | 0.07% | 189 |
|
|
2024
Q3 | $4.9M | Buy |
42,485
+947
| +2% | +$109K | 0.08% | 186 |
|
|
2024
Q2 | $4.16M | Buy |
41,538
+38,736
| +1,382% | +$3.88M | 0.07% | 192 |
|
|
2024
Q1 | $288K | Sell |
2,802
-124
| -4% | -$12.8K | 0.01% | 409 |
|
|
2023
Q4 | $284K | Sell |
2,926
-3,186
| -52% | -$309K | 0.02% | 409 |
|
|
2023
Q3 | $539K | Buy |
6,112
+3,157
| +107% | +$279K | 0.02% | 393 |
|
|
2023
Q2 | $265K | Buy |
2,955
+167
| +6% | +$15K | 0.02% | 395 |
|
|
2023
Q1 | $269K | Sell |
2,788
-371
| -12% | -$35.8K | 0.02% | 355 |
|
|
2022
Q4 | $325K | Buy |
3,159
+26
| +0.8% | +$2.68K | 0.03% | 315 |
|
|
2022
Q3 | $291K | Sell |
3,133
-126
| -4% | -$11.7K | 0.03% | 311 |
|
|
2022
Q2 | $349K | Buy |
3,259
+322
| +11% | +$34.5K | 0.03% | 291 |
|
|
2022
Q1 | $328K | Buy |
2,937
+240
| +9% | +$26.8K | 0.02% | 332 |
|
|
2021
Q4 | $283K | Buy |
2,697
+523
| +24% | +$54.9K | 0.02% | 335 |
|
|
2021
Q3 | $212K | Buy |
2,174
+135
| +7% | +$13.2K | 0.02% | 359 |
|
|
2021
Q2 | $201K | Sell |
2,039
-170
| -8% | -$16.8K | 0.02% | 343 |
|
|
2021
Q1 | $213K | Buy |
2,209
+69
| +3% | +$6.65K | 0.02% | 325 |
|
|
2020
Q4 | $196K | Buy |
2,140
+257
| +14% | +$23.5K | 0.02% | 323 |
|
|
2020
Q3 | $167K | Buy |
1,883
+1,093
| +138% | +$96.9K | 0.02% | 296 |
|
|
2020
Q2 | $63K | Hold |
790
| – | – | 0.01% | 404 |
|
|
2020
Q1 | $64K | Buy |
+790
| New | +$64K | 0.01% | 376 |
|
|
2017
Q4 | – | Sell |
-34,035
| Closed | -$2.86M | – | 234 |
|
|
2017
Q3 | $2.86M | Buy |
+34,035
| New | +$2.86M | 0.37% | 59 |
|