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