Comprehensive Financial Consultants Institutional’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 | $1.01M | Sell |
8,578
-58
| -0.7% | -$6.84K | 0.33% | 93 |
|
|
2025
Q1 | $1.05M | Sell |
8,636
-82
| -0.9% | -$10K | 0.37% | 87 |
|
|
2024
Q4 | $939K | Sell |
8,718
-631
| -7% | -$68K | 0.34% | 94 |
|
|
2024
Q3 | $1.08M | Buy |
9,349
+107
| +1% | +$12.3K | 0.39% | 86 |
|
|
2024
Q2 | $926K | Buy |
9,242
+922
| +11% | +$92.4K | 0.36% | 90 |
|
|
2024
Q1 | $805K | Buy |
8,320
+165
| +2% | +$16K | 0.33% | 97 |
|
|
2023
Q4 | $791K | Buy |
8,155
+1,450
| +22% | +$141K | 0.37% | 93 |
|
|
2023
Q3 | $592K | Sell |
6,705
-35
| -0.5% | -$3.09K | 0.31% | 102 |
|
|
2023
Q2 | $619K | Buy |
6,740
+191
| +3% | +$17.5K | 0.33% | 101 |
|
|
2023
Q1 | $632K | Buy |
6,549
+499
| +8% | +$48.1K | 0.36% | 99 |
|
|
2022
Q4 | $636K | Buy |
6,050
+87
| +1% | +$9.14K | 0.38% | 92 |
|
|
2022
Q3 | $531K | Buy |
5,963
+452
| +8% | +$40.3K | 0.35% | 99 |
|
|
2022
Q2 | $593K | Sell |
5,511
-23
| -0.4% | -$2.48K | 0.42% | 91 |
|
|
2022
Q1 | $616K | Sell |
5,534
-114
| -2% | -$12.7K | 0.43% | 89 |
|
|
2021
Q4 | $566K | Buy |
+5,648
| New | +$566K | 0.36% | 89 |
|