Csenge Advisory Group’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 | $4.38M | Buy |
37,167
+375
| +1% | +$44.1K | 0.23% | 89 |
|
2025
Q1 | $4.48M | Buy |
36,792
+1,818
| +5% | +$221K | 0.25% | 79 |
|
2024
Q4 | $3.77M | Buy |
34,974
+3,993
| +13% | +$430K | 0.2% | 95 |
|
2024
Q3 | $3.54M | Buy |
30,981
+408
| +1% | +$46.6K | 0.18% | 97 |
|
2024
Q2 | $3.06M | Buy |
30,573
+1,683
| +6% | +$169K | 0.17% | 106 |
|
2024
Q1 | $2.79M | Buy |
28,890
+1,372
| +5% | +$133K | 0.16% | 117 |
|
2023
Q4 | $2.67M | Sell |
27,518
-3,283
| -11% | -$319K | 0.17% | 112 |
|
2023
Q3 | $2.72M | Buy |
30,801
+2,602
| +9% | +$230K | 0.19% | 102 |
|
2023
Q2 | $2.53M | Sell |
28,199
-87
| -0.3% | -$7.81K | 0.17% | 108 |
|
2023
Q1 | $2.73M | Buy |
28,286
+238
| +0.8% | +$23K | 0.2% | 102 |
|
2022
Q4 | $2.89M | Sell |
28,048
-1,049
| -4% | -$108K | 0.22% | 88 |
|
2022
Q3 | $2.71M | Buy |
29,097
+3,906
| +16% | +$363K | 0.22% | 85 |
|
2022
Q2 | $2.7M | Buy |
25,191
+11,766
| +88% | +$1.26M | 0.23% | 88 |
|
2022
Q1 | $1.5M | Buy |
13,425
+840
| +7% | +$93.8K | 0.12% | 151 |
|
2021
Q4 | $1.25M | Sell |
12,585
-196
| -2% | -$19.5K | 0.11% | 158 |
|
2021
Q3 | $1.26M | Buy |
12,781
+196
| +2% | +$19.3K | 0.11% | 175 |
|
2021
Q2 | $1.25M | Buy |
12,585
+5,822
| +86% | +$580K | 0.11% | 158 |
|
2021
Q1 | $660K | Sell |
6,763
-2,866
| -30% | -$280K | 0.07% | 221 |
|
2020
Q4 | $882K | Sell |
9,629
-597
| -6% | -$54.7K | 0.11% | 146 |
|
2020
Q3 | $928K | Sell |
10,226
-1,040
| -9% | -$94.4K | 0.13% | 135 |
|
2020
Q2 | $900K | Buy |
11,266
+3,884
| +53% | +$310K | 0.13% | 123 |
|
2020
Q1 | $597K | Buy |
7,382
+1,427
| +24% | +$115K | 0.16% | 125 |
|
2019
Q4 | $543K | Sell |
5,955
-386
| -6% | -$35.2K | 0.14% | 147 |
|
2019
Q3 | $608K | Buy |
6,341
+1,073
| +20% | +$103K | 0.17% | 121 |
|
2019
Q2 | $465K | Buy |
5,268
+8
| +0.2% | +$706 | 0.16% | 102 |
|
2019
Q1 | $473K | Sell |
5,260
-862
| -14% | -$77.5K | 0.16% | 103 |
|
2018
Q4 | $528K | Buy |
6,122
+4,157
| +212% | +$359K | 0.19% | 93 |
|
2018
Q3 | $169K | Sell |
1,965
-7,452
| -79% | -$641K | 0.07% | 182 |
|
2018
Q2 | $741K | Sell |
9,417
-211
| -2% | -$16.6K | 0.27% | 89 |
|
2018
Q1 | $746K | Buy |
9,628
+1,040
| +12% | +$80.6K | 0.26% | 98 |
|
2017
Q4 | $722K | Buy |
8,588
+209
| +2% | +$17.6K | 0.26% | 94 |
|
2017
Q3 | $703K | Buy |
+8,379
| New | +$703K | 0.28% | 88 |
|