Cornerstone Wealth Management’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 | $1.72M | Buy |
14,550
+252
| +2% | +$29.7K | 0.1% | 170 |
|
|
2025
Q1 | $1.74M | Buy |
14,298
+224
| +2% | +$27.3K | 0.12% | 161 |
|
|
2024
Q4 | $1.52M | Buy |
14,074
+1,436
| +11% | +$155K | 0.1% | 165 |
|
|
2024
Q3 | $1.46M | Sell |
12,638
-122
| -1% | -$14.1K | 0.1% | 166 |
|
|
2024
Q2 | $1.28M | Buy |
12,760
+842
| +7% | +$84.4K | 0.1% | 167 |
|
|
2024
Q1 | $1.15M | Buy |
11,918
+1,635
| +16% | +$158K | 0.09% | 184 |
|
|
2023
Q4 | $998K | Buy |
10,283
+231
| +2% | +$22.4K | 0.09% | 198 |
|
|
2023
Q3 | $887K | Buy |
10,052
+1,674
| +20% | +$148K | 0.08% | 202 |
|
|
2023
Q2 | $752K | Buy |
8,378
+1,732
| +26% | +$155K | 0.07% | 232 |
|
|
2023
Q1 | $641K | Buy |
+6,646
| New | +$641K | 0.06% | 241 |
|
|
2022
Q3 | $703K | Buy |
7,562
+154
| +2% | +$14.3K | 0.08% | 204 |
|
|
2022
Q2 | $794K | Buy |
7,408
+1,056
| +17% | +$113K | 0.09% | 188 |
|
|
2022
Q1 | $709K | Buy |
6,352
+360
| +6% | +$40.2K | 0.07% | 220 |
|
|
2021
Q4 | $631K | Buy |
5,992
+489
| +9% | +$51.5K | 0.06% | 248 |
|
|
2021
Q3 | $537K | Buy |
5,503
+907
| +20% | +$88.5K | 0.06% | 262 |
|
|
2021
Q2 | $454K | Buy |
4,596
+227
| +5% | +$22.4K | 0.05% | 300 |
|
|
2021
Q1 | $422K | Sell |
4,369
-86
| -2% | -$8.31K | 0.05% | 291 |
|
|
2020
Q4 | $408K | Sell |
4,455
-340
| -7% | -$31.1K | 0.05% | 277 |
|
|
2020
Q3 | $425K | Buy |
4,795
+426
| +10% | +$37.8K | 0.06% | 243 |
|
|
2020
Q2 | $349K | Buy |
4,369
+234
| +6% | +$18.7K | 0.06% | 256 |
|
|
2020
Q1 | $334K | Buy |
4,135
+678
| +20% | +$54.8K | 0.06% | 249 |
|
|
2019
Q4 | $315K | Sell |
3,457
-302
| -8% | -$27.5K | 0.05% | 260 |
|
|
2019
Q3 | $360K | Sell |
3,759
-151
| -4% | -$14.5K | 0.06% | 244 |
|
|
2019
Q2 | $345K | Sell |
3,910
-167
| -4% | -$14.7K | 0.06% | 254 |
|
|
2019
Q1 | $739K | Buy |
4,077
+596
| +17% | +$108K | 0.09% | 229 |
|
|
2018
Q4 | $300K | Sell |
3,481
-231,170
| -99% | -$19.9M | 0.06% | 259 |
|
|
2018
Q3 | $2.77M | Sell |
234,651
-58,345
| -20% | -$688K | 0.03% | 410 |
|
|
2018
Q2 | $3.67M | Buy |
292,996
+289,195
| +7,608% | +$3.63M | 0.04% | 385 |
|
|
2018
Q1 | $292K | Buy |
3,801
+779
| +26% | +$59.8K | 0.06% | 295 |
|
|
2017
Q4 | $248K | Buy |
3,022
+256
| +9% | +$21K | 0.05% | 339 |
|
|
2017
Q3 | $236K | Sell |
2,766
-194
| -7% | -$16.6K | 0.05% | 326 |
|
|
2017
Q2 | $242K | Buy |
+2,960
| New | +$242K | 0.05% | 315 |
|