CRA Financial Services’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 | $398K | Buy |
3,376
+16
| +0.5% | +$1.89K | 0.06% | 185 |
|
|
2025
Q1 | $410K | Hold |
3,360
| – | – | 0.07% | 170 |
|
|
2024
Q4 | $362K | Buy |
3,360
+200
| +6% | +$21.5K | 0.06% | 176 |
|
|
2024
Q3 | $364K | Hold |
3,160
| – | – | 0.07% | 167 |
|
|
2024
Q2 | $317K | Hold |
3,160
| – | – | 0.06% | 175 |
|
|
2024
Q1 | $306K | Buy |
3,160
+72
| +2% | +$6.96K | 0.07% | 175 |
|
|
2023
Q4 | $300K | Sell |
3,088
-422
| -12% | -$41K | 0.07% | 163 |
|
|
2023
Q3 | $310K | Buy |
3,510
+1
| +0% | +$88 | 0.09% | 145 |
|
|
2023
Q2 | $315K | Buy |
3,509
+1
| +0% | +$90 | 0.09% | 142 |
|
|
2023
Q1 | $338K | Buy |
3,508
+28
| +0.8% | +$2.7K | 0.1% | 137 |
|
|
2022
Q4 | $358K | Buy |
3,480
+168
| +5% | +$17.3K | 0.12% | 130 |
|
|
2022
Q3 | $308K | Sell |
3,312
-190
| -5% | -$17.7K | 0.11% | 139 |
|
|
2022
Q2 | $375K | Sell |
3,502
-270
| -7% | -$28.9K | 0.13% | 132 |
|
|
2022
Q1 | $421K | Hold |
3,772
| – | – | 0.13% | 117 |
|
|
2021
Q4 | $396K | Buy |
3,772
+1
| +0% | +$105 | 0.12% | 128 |
|
|
2021
Q3 | $368K | Buy |
3,771
+869
| +30% | +$84.8K | 0.12% | 126 |
|
|
2021
Q2 | $286K | Buy |
2,902
+1
| +0% | +$99 | 0.1% | 149 |
|
|
2021
Q1 | $280K | Buy |
+2,901
| New | +$280K | 0.11% | 135 |
|
|
2019
Q2 | – | Sell |
-2,419
| Closed | -$218K | – | 143 |
|
|
2019
Q1 | $218K | Buy |
2,419
+1
| +0% | +$90 | 0.14% | 127 |
|
|
2018
Q4 | $209K | Buy |
+2,418
| New | +$209K | 0.15% | 124 |
|