Connors Investor Services’s Duke Energy DUK Stock Holding History

Connors Investor Services’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.9M	Buy	92,170 +89,001	+2,808%	+$10.5M	0.96%	43
2025 Q1	$387K	Sell	3,169 -65	-2%	-$7.93K	0.04%	113
2024 Q4	$348K	Sell	3,234 -50	-2%	-$5.39K	0.03%	114
2024 Q3	$379K	Hold	3,284	–	–	0.04%	114
2024 Q2	$329K	Hold	3,284	–	–	0.03%	115
2024 Q1	$318K	Sell	3,284 -333	-9%	-$32.2K	0.03%	119
2023 Q4	$351K	Hold	3,617	–	–	0.04%	110
2023 Q3	$319K	Sell	3,617 -425	-11%	-$37.5K	0.04%	111
2023 Q2	$363K	Sell	4,042 -88	-2%	-$7.9K	0.04%	116
2023 Q1	$398K	Hold	4,130	–	–	0.05%	115
2022 Q4	$425K	Hold	4,130	–	–	0.05%	110
2022 Q3	$384K	Sell	4,130 -15	-0.4%	-$1.4K	0.05%	109
2022 Q2	$444K	Hold	4,145	–	–	0.06%	109
2022 Q1	$463K	Hold	4,145	–	–	0.05%	112
2021 Q4	$435K	Buy	4,145 +384	+10%	+$40.3K	0.04%	116
2021 Q3	$367K	Hold	3,761	–	–	0.04%	120
2021 Q2	$371K	Buy	3,761 +200	+6%	+$19.7K	0.04%	117
2021 Q1	$344K	Buy	3,561 +150	+4%	+$14.5K	0.04%	123
2020 Q4	$312K	Buy	3,411 +88	+3%	+$8.05K	0.04%	114
2020 Q3	$294K	Hold	3,323	–	–	0.04%	110
2020 Q2	$265K	Hold	3,323	–	–	0.04%	113
2020 Q1	$269K	Hold	3,323	–	–	0.05%	105
2019 Q4	$303K	Hold	3,323	–	–	0.04%	112
2019 Q3	$319K	Hold	3,323	–	–	0.04%	112
2019 Q2	$293K	Hold	3,323	–	–	0.04%	110
2019 Q1	$299K	Hold	3,323	–	–	0.04%	115
2018 Q4	$287K	Hold	3,323	–	–	0.04%	107
2018 Q3	$266K	Buy	3,323 +50	+2%	+$4K	0.04%	123
2018 Q2	$259K	Buy	3,273 +233	+8%	+$18.4K	0.04%	124
2018 Q1	$236K	Hold	3,040	–	–	0.03%	133
2017 Q4	$256K	Hold	3,040	–	–	0.04%	128
2017 Q3	$255K	Hold	3,040	–	–	0.04%	125
2017 Q2	$254K	Sell	3,040 -116	-4%	-$9.69K	0.04%	127
2017 Q1	$259K	Hold	3,156	–	–	0.04%	127
2016 Q4	$245K	Sell	3,156 -200	-6%	-$15.5K	0.04%	131
2016 Q3	$269K	Hold	3,356	–	–	0.05%	119
2016 Q2	$288K	Buy	3,356 +200	+6%	+$17.2K	0.06%	117
2016 Q1	$255K	Hold	3,156	–	–	0.05%	123
2015 Q4	$225K	Sell	3,156 -50	-2%	-$3.57K	0.05%	133
2015 Q3	$231K	Hold	3,206	–	–	0.05%	128
2015 Q2	$226K	Buy	3,206 +65	+2%	+$4.58K	0.05%	133
2015 Q1	$241K	Hold	3,141	–	–	0.05%	135
2014 Q4	$262K	Hold	3,141	–	–	0.06%	116
2014 Q3	$235K	Sell	3,141 -121	-4%	-$9.05K	0.06%	119
2014 Q2	$242K	Hold	3,262	–	–	0.06%	119
2014 Q1	$232K	Hold	3,262	–	–	0.06%	125
2013 Q4	$225K	Hold	3,262	–	–	0.06%	126
2013 Q3	$218K	Hold	3,262	–	–	0.06%	123
2013 Q2	$220K	Buy	+3,262	New	+$220K	0.07%	118