Creative Planning’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 | $38.9M | Buy |
329,976
+4,715
| +1% | +$556K | 0.03% | 213 |
|
|
2025
Q1 | $39.7M | Buy |
325,261
+15,200
| +5% | +$1.85M | 0.04% | 204 |
|
|
2024
Q4 | $33.4M | Buy |
310,061
+5,627
| +2% | +$606K | 0.03% | 203 |
|
|
2024
Q3 | $35.1M | Buy |
304,434
+25,937
| +9% | +$2.99M | 0.03% | 193 |
|
|
2024
Q2 | $27.9M | Buy |
278,497
+24,888
| +10% | +$2.49M | 0.03% | 214 |
|
|
2024
Q1 | $24.5M | Buy |
253,609
+11,100
| +5% | +$1.07M | 0.03% | 224 |
|
|
2023
Q4 | $23.5M | Sell |
242,509
-16,871
| -7% | -$1.64M | 0.04% | 213 |
|
|
2023
Q3 | $22.9M | Buy |
259,380
+30,763
| +13% | +$2.72M | 0.03% | 218 |
|
|
2023
Q2 | $20.5M | Sell |
228,617
-1,053
| -0.5% | -$94.5K | 0.03% | 217 |
|
|
2023
Q1 | $22.2M | Buy |
229,670
+349
| +0.2% | +$33.7K | 0.03% | 202 |
|
|
2022
Q4 | $23.6M | Buy |
229,321
+13,277
| +6% | +$1.37M | 0.04% | 190 |
|
|
2022
Q3 | $20.1M | Buy |
216,044
+8,263
| +4% | +$769K | 0.03% | 188 |
|
|
2022
Q2 | $22.3M | Buy |
207,781
+7,912
| +4% | +$848K | 0.04% | 182 |
|
|
2022
Q1 | $22.3M | Sell |
199,869
-15,237
| -7% | -$1.7M | 0.03% | 185 |
|
|
2021
Q4 | $22.6M | Sell |
215,106
-5,045
| -2% | -$529K | 0.04% | 172 |
|
|
2021
Q3 | $21.5M | Buy |
220,151
+18,531
| +9% | +$1.81M | 0.04% | 169 |
|
|
2021
Q2 | $19.9M | Sell |
201,620
-13,119
| -6% | -$1.3M | 0.04% | 175 |
|
|
2021
Q1 | $20.7M | Sell |
214,739
-1,520
| -0.7% | -$147K | 0.04% | 171 |
|
|
2020
Q4 | $19.8M | Buy |
216,259
+3,440
| +2% | +$315K | 0.04% | 162 |
|
|
2020
Q3 | $18.8M | Buy |
212,819
+8,880
| +4% | +$786K | 0.05% | 137 |
|
|
2020
Q2 | $16.3M | Buy |
203,939
+5,370
| +3% | +$429K | 0.05% | 139 |
|
|
2020
Q1 | $16.1M | Buy |
198,569
+1,534
| +0.8% | +$124K | 0.06% | 123 |
|
|
2019
Q4 | $18M | Sell |
197,035
-1,981
| -1% | -$181K | 0.05% | 129 |
|
|
2019
Q3 | $19.1M | Buy |
199,016
+10,488
| +6% | +$1.01M | 0.06% | 125 |
|
|
2019
Q2 | $16.6M | Sell |
188,528
-16,173
| -8% | -$1.43M | 0.06% | 129 |
|
|
2019
Q1 | $18.4M | Sell |
204,701
-10,435
| -5% | -$939K | 0.07% | 111 |
|
|
2018
Q4 | $18.6M | Buy |
215,136
+14,634
| +7% | +$1.26M | 0.08% | 99 |
|
|
2018
Q3 | $16M | Buy |
200,502
+6,706
| +3% | +$537K | 0.06% | 123 |
|
|
2018
Q2 | $15.3M | Buy |
193,796
+4,017
| +2% | +$318K | 0.06% | 118 |
|
|
2018
Q1 | $14.7M | Sell |
189,779
-12,000
| -6% | -$930K | 0.06% | 115 |
|
|
2017
Q4 | $17M | Buy |
201,779
+13,656
| +7% | +$1.15M | 0.07% | 103 |
|
|
2017
Q3 | $15.8M | Buy |
188,123
+64,174
| +52% | +$5.39M | 0.07% | 109 |
|
|
2017
Q2 | $10.4M | Sell |
123,949
-19,740
| -14% | -$1.65M | 0.05% | 134 |
|
|
2017
Q1 | $11.8M | Buy |
143,689
+13,193
| +10% | +$1.08M | 0.06% | 113 |
|
|
2016
Q4 | $10.1M | Buy |
130,496
+27,821
| +27% | +$2.16M | 0.06% | 122 |
|
|
2016
Q3 | $8.22M | Buy |
102,675
+5,547
| +6% | +$444K | 0.05% | 140 |
|
|
2016
Q2 | $8.33M | Buy |
97,128
+9,903
| +11% | +$850K | 0.06% | 117 |
|
|
2016
Q1 | $7.04M | Sell |
87,225
-2,761
| -3% | -$223K | 0.05% | 129 |
|
|
2015
Q4 | $6.43M | Buy |
89,986
+12,528
| +16% | +$894K | 0.05% | 135 |
|
|
2015
Q3 | $5.57M | Sell |
77,458
-2,745
| -3% | -$197K | 0.05% | 150 |
|
|
2015
Q2 | $5.66M | Buy |
80,203
+6,467
| +9% | +$457K | 0.05% | 139 |
|
|
2015
Q1 | $5.66M | Buy |
73,736
+3,226
| +5% | +$248K | 0.05% | 139 |
|
|
2014
Q4 | $5.89M | Sell |
70,510
-8,919
| -11% | -$745K | 0.06% | 129 |
|
|
2014
Q3 | $5.94M | Buy |
79,429
+2,778
| +4% | +$208K | 0.07% | 122 |
|
|
2014
Q2 | $5.69M | Sell |
76,651
-4,404
| -5% | -$327K | 0.07% | 112 |
|
|
2014
Q1 | $5.77M | Buy |
81,055
+381
| +0.5% | +$27.1K | 0.09% | 98 |
|
|
2013
Q4 | $5.57M | Buy |
80,674
+11,227
| +16% | +$775K | 0.1% | 94 |
|
|
2013
Q3 | $4.64M | Buy |
69,447
+2,427
| +4% | +$162K | 0.09% | 86 |
|
|
2013
Q2 | $4.52M | Buy |
+67,020
| New | +$4.52M | 0.11% | 82 |
|