Cornell Pochily Investment 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 | $2.05M | Sell |
17,407
-31
| -0.2% | -$3.66K | 0.67% | 43 |
|
|
2025
Q1 | $2.13M | Sell |
17,438
-12
| -0.1% | -$1.46K | 0.75% | 40 |
|
|
2024
Q4 | $1.88M | Buy |
17,450
+6
| +0% | +$646 | 0.66% | 41 |
|
|
2024
Q3 | $2.01M | Sell |
17,444
-321
| -2% | -$37K | 0.7% | 36 |
|
|
2024
Q2 | $1.78M | Buy |
17,765
+182
| +1% | +$18.2K | 0.68% | 42 |
|
|
2024
Q1 | $1.7M | Sell |
17,583
-169
| -1% | -$16.3K | 0.67% | 43 |
|
|
2023
Q4 | $1.72M | Sell |
17,752
-1,127
| -6% | -$109K | 0.71% | 43 |
|
|
2023
Q3 | $1.67M | Sell |
18,879
-1,326
| -7% | -$117K | 0.73% | 40 |
|
|
2023
Q2 | $1.81M | Buy |
20,205
+75
| +0.4% | +$6.73K | 0.75% | 34 |
|
|
2023
Q1 | $1.94M | Buy |
20,130
+372
| +2% | +$35.9K | 0.83% | 29 |
|
|
2022
Q4 | $2.03M | Buy |
19,758
+56
| +0.3% | +$5.77K | 0.91% | 29 |
|
|
2022
Q3 | $1.83M | Buy |
19,702
+116
| +0.6% | +$10.8K | 0.8% | 29 |
|
|
2022
Q2 | $2.1M | Sell |
19,586
-7
| -0% | -$751 | 0.94% | 28 |
|
|
2022
Q1 | $2.19M | Buy |
19,593
+361
| +2% | +$40.3K | 0.85% | 34 |
|
|
2021
Q4 | $2.02M | Buy |
19,232
+670
| +4% | +$70.3K | 0.79% | 37 |
|
|
2021
Q3 | $1.81M | Buy |
18,562
+940
| +5% | +$91.7K | 0.78% | 40 |
|
|
2021
Q2 | $1.74M | Buy |
17,622
+530
| +3% | +$52.3K | 0.76% | 40 |
|
|
2021
Q1 | $1.65M | Buy |
17,092
+980
| +6% | +$94.6K | 0.79% | 40 |
|
|
2020
Q4 | $1.48M | Sell |
16,112
-188
| -1% | -$17.2K | 0.71% | 40 |
|
|
2020
Q3 | $1.44M | Buy |
16,300
+535
| +3% | +$47.4K | 0.83% | 31 |
|
|
2020
Q2 | $1.26M | Buy |
15,765
+3,153
| +25% | +$252K | 0.78% | 36 |
|
|
2020
Q1 | $1.02M | Buy |
12,612
+624
| +5% | +$50.5K | 0.76% | 37 |
|
|
2019
Q4 | $1.09M | Sell |
11,988
-386
| -3% | -$35.2K | 0.65% | 41 |
|
|
2019
Q3 | $1.19M | Buy |
12,374
+6
| +0% | +$575 | 0.76% | 39 |
|
|
2019
Q2 | $1.09K | Buy |
12,368
+384
| +3% | +$34 | 0.27% | 48 |
|
|
2019
Q1 | $1.08M | Buy |
11,984
+646
| +6% | +$58.1K | 0.74% | 40 |
|
|
2018
Q4 | $978K | Sell |
11,338
-30
| -0.3% | -$2.59K | 0.63% | 43 |
|
|
2018
Q3 | $909K | Buy |
11,368
+62
| +0.5% | +$4.96K | 0.62% | 43 |
|
|
2018
Q2 | $894K | Buy |
11,306
+96
| +0.9% | +$7.59K | 0.62% | 42 |
|
|
2018
Q1 | $868K | Sell |
11,210
-656
| -6% | -$50.8K | 0.61% | 49 |
|
|
2017
Q4 | $998K | Buy |
+11,866
| New | +$998K | 0.64% | 45 |
|