Creative Financial Designs’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 | $2.59M | Sell |
21,931
-557
| -2% | -$65.7K | 0.19% | 116 |
|
|
2025
Q1 | $2.74M | Buy |
22,488
+23
| +0.1% | +$2.81K | 0.22% | 94 |
|
|
2024
Q4 | $2.42M | Buy |
22,465
+75
| +0.3% | +$8.08K | 0.2% | 104 |
|
|
2024
Q3 | $2.58M | Sell |
22,390
-546
| -2% | -$63K | 0.22% | 94 |
|
|
2024
Q2 | $2.3M | Sell |
22,936
-116
| -0.5% | -$11.6K | 0.2% | 98 |
|
|
2024
Q1 | $2.23M | Buy |
23,052
+238
| +1% | +$23K | 0.21% | 99 |
|
|
2023
Q4 | $2.21M | Buy |
22,814
+15
| +0.1% | +$1.46K | 0.22% | 90 |
|
|
2023
Q3 | $2.01M | Sell |
22,799
-120
| -0.5% | -$10.6K | 0.23% | 84 |
|
|
2023
Q2 | $2.06M | Sell |
22,919
-3,396
| -13% | -$305K | 0.24% | 87 |
|
|
2023
Q1 | $2.54M | Buy |
26,315
+12,896
| +96% | +$1.24M | 0.33% | 71 |
|
|
2022
Q4 | $1.38M | Buy |
13,419
+829
| +7% | +$85.4K | 0.2% | 95 |
|
|
2022
Q3 | $1.17M | Buy |
12,590
+1,442
| +13% | +$134K | 0.19% | 104 |
|
|
2022
Q2 | $1.2M | Sell |
11,148
-264
| -2% | -$28.3K | 0.2% | 108 |
|
|
2022
Q1 | $1.27M | Buy |
11,412
+653
| +6% | +$72.9K | 0.19% | 112 |
|
|
2021
Q4 | $1.13M | Buy |
10,759
+270
| +3% | +$28.3K | 0.17% | 121 |
|
|
2021
Q3 | $1.02M | Buy |
10,489
+1,919
| +22% | +$187K | 0.17% | 114 |
|
|
2021
Q2 | $846K | Buy |
8,570
+767
| +10% | +$75.7K | 0.15% | 128 |
|
|
2021
Q1 | $753K | Buy |
7,803
+773
| +11% | +$74.6K | 0.15% | 125 |
|
|
2020
Q4 | $644K | Buy |
7,030
+33
| +0.5% | +$3.02K | 0.14% | 129 |
|
|
2020
Q3 | $620K | Buy |
6,997
+208
| +3% | +$18.4K | 0.15% | 115 |
|
|
2020
Q2 | $542K | Sell |
6,789
-732
| -10% | -$58.4K | 0.16% | 107 |
|
|
2020
Q1 | $608K | Sell |
7,521
-590
| -7% | -$47.7K | 0.31% | 59 |
|
|
2019
Q4 | $733K | Buy |
8,111
+324
| +4% | +$29.3K | 0.33% | 73 |
|
|
2019
Q3 | $738K | Buy |
7,787
+476
| +7% | +$45.1K | 0.4% | 59 |
|
|
2019
Q2 | $656K | Buy |
7,311
+1,755
| +32% | +$157K | 0.36% | 63 |
|
|
2019
Q1 | $500K | Buy |
5,556
+1,672
| +43% | +$150K | 0.3% | 73 |
|
|
2018
Q4 | $335K | Buy |
3,884
+183
| +5% | +$15.8K | 0.24% | 80 |
|
|
2018
Q3 | $296K | Buy |
3,701
+1,537
| +71% | +$123K | 0.17% | 95 |
|
|
2018
Q2 | $171K | Buy |
2,164
+707
| +49% | +$55.9K | 0.1% | 137 |
|
|
2018
Q1 | $113K | Sell |
1,457
-1,753
| -55% | -$136K | 0.07% | 157 |
|
|
2017
Q4 | $270K | Sell |
3,210
-1,519
| -32% | -$128K | 0.18% | 93 |
|
|
2017
Q3 | $397K | Sell |
4,729
-8
| -0.2% | -$672 | 0.23% | 96 |
|
|
2017
Q2 | $396K | Sell |
4,737
-325
| -6% | -$27.2K | 0.25% | 92 |
|
|
2017
Q1 | $415K | Sell |
5,062
-79
| -2% | -$6.48K | 0.3% | 84 |
|
|
2016
Q4 | $399K | Buy |
+5,141
| New | +$399K | 0.33% | 73 |
|