Crewe 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 | $614K | Buy |
5,200
+56
| +1% | +$6.61K | 0.09% | 77 |
|
|
2025
Q1 | $627K | Buy |
5,144
+34
| +0.7% | +$4.15K | 0.09% | 70 |
|
|
2024
Q4 | $551K | Sell |
5,110
-342
| -6% | -$36.9K | 0.08% | 74 |
|
|
2024
Q3 | $629K | Buy |
5,452
+41
| +0.8% | +$4.73K | 0.07% | 73 |
|
|
2024
Q2 | $542K | Buy |
5,411
+38
| +0.7% | +$3.81K | 0.06% | 98 |
|
|
2024
Q1 | $520K | Buy |
+5,373
| New | +$520K | 0.06% | 95 |
|
|
2023
Q3 | – | Sell |
-5,205
| Closed | -$467K | – | 678 |
|
|
2023
Q2 | $467K | Buy |
5,205
+40
| +0.8% | +$3.59K | 0.07% | 79 |
|
|
2023
Q1 | $498K | Sell |
5,165
-69
| -1% | -$6.66K | 0.07% | 85 |
|
|
2022
Q4 | $539K | Sell |
5,234
-348
| -6% | -$35.8K | 0.09% | 73 |
|
|
2022
Q3 | $519K | Buy |
5,582
+144
| +3% | +$13.4K | 0.09% | 70 |
|
|
2022
Q2 | $583K | Buy |
5,438
+679
| +14% | +$72.8K | 0.13% | 50 |
|
|
2022
Q1 | $531K | Buy |
4,759
+348
| +8% | +$38.8K | 0.1% | 52 |
|
|
2021
Q4 | $463K | Buy |
4,411
+91
| +2% | +$9.55K | 0.09% | 49 |
|
|
2021
Q3 | $422K | Buy |
4,320
+33
| +0.8% | +$3.22K | 0.1% | 39 |
|
|
2021
Q2 | $423K | Hold |
4,287
| – | – | 0.1% | 39 |
|
|
2021
Q1 | $414K | Hold |
4,287
| – | – | 0.1% | 37 |
|
|
2020
Q4 | $393K | Sell |
4,287
-74
| -2% | -$6.78K | 0.16% | 35 |
|
|
2020
Q3 | $386K | Buy |
4,361
+74
| +2% | +$6.55K | 0.18% | 30 |
|
|
2020
Q2 | $342K | Buy |
4,287
+241
| +6% | +$19.2K | 0.17% | 36 |
|
|
2020
Q1 | $327K | Hold |
4,046
| – | – | 0.2% | 31 |
|
|
2019
Q4 | $369K | Hold |
4,046
| – | – | 0.16% | 39 |
|
|
2019
Q3 | $388K | Sell |
4,046
-5
| -0.1% | -$479 | 0.18% | 36 |
|
|
2019
Q2 | $357K | Hold |
4,051
| – | – | 0.12% | 52 |
|
|
2019
Q1 | $365K | Buy |
4,051
+5
| +0.1% | +$451 | 0.11% | 40 |
|
|
2018
Q4 | $349K | Hold |
4,046
| – | – | 0.11% | 40 |
|
|
2018
Q3 | $324K | Buy |
4,046
+116
| +3% | +$9.29K | 0.27% | 43 |
|
|
2018
Q2 | $311K | Hold |
3,930
| – | – | 0.29% | 43 |
|
|
2018
Q1 | $304K | Hold |
3,930
| – | – | 0.3% | 39 |
|
|
2017
Q4 | $331K | Buy |
+3,930
| New | +$331K | 0.32% | 36 |
|