Destination Wealth Management’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 | $501K | Sell |
4,247
-738
| -15% | -$87.1K | 0.01% | 174 |
|
|
2025
Q1 | $608K | Buy |
4,985
+9
| +0.2% | +$1.1K | 0.02% | 152 |
|
|
2024
Q4 | $536K | Buy |
4,976
+81
| +2% | +$8.73K | 0.02% | 157 |
|
|
2024
Q3 | $564K | Buy |
4,895
+1,067
| +28% | +$123K | 0.02% | 152 |
|
|
2024
Q2 | $384K | Sell |
3,828
-104
| -3% | -$10.4K | 0.01% | 160 |
|
|
2024
Q1 | $380K | Buy |
3,932
+69
| +2% | +$6.67K | 0.01% | 161 |
|
|
2023
Q4 | $375K | Sell |
3,863
-13
| -0.3% | -$1.26K | 0.01% | 157 |
|
|
2023
Q3 | $342K | Sell |
3,876
-119
| -3% | -$10.5K | 0.01% | 157 |
|
|
2023
Q2 | $359K | Sell |
3,995
-1,190
| -23% | -$107K | 0.01% | 161 |
|
|
2023
Q1 | $500K | Buy |
5,185
+1,211
| +30% | +$117K | 0.02% | 146 |
|
|
2022
Q4 | $409K | Buy |
3,974
+132
| +3% | +$13.6K | 0.02% | 152 |
|
|
2022
Q3 | $357K | Sell |
3,842
-446
| -10% | -$41.4K | 0.02% | 150 |
|
|
2022
Q2 | $460K | Buy |
4,288
+59
| +1% | +$6.33K | 0.02% | 145 |
|
|
2022
Q1 | $472K | Sell |
4,229
-510
| -11% | -$56.9K | 0.02% | 135 |
|
|
2021
Q4 | $497K | Buy |
4,739
+941
| +25% | +$98.7K | 0.02% | 143 |
|
|
2021
Q3 | $371K | Buy |
3,798
+36
| +1% | +$3.52K | 0.01% | 136 |
|
|
2021
Q2 | $371K | Sell |
3,762
-740
| -16% | -$73K | 0.01% | 141 |
|
|
2021
Q1 | $435K | Buy |
4,502
+971
| +27% | +$93.8K | 0.02% | 135 |
|
|
2020
Q4 | $323K | Buy |
3,531
+36
| +1% | +$3.29K | 0.01% | 139 |
|
|
2020
Q3 | $310K | Sell |
3,495
-52
| -1% | -$4.61K | 0.02% | 123 |
|
|
2020
Q2 | $283K | Sell |
3,547
-6
| -0.2% | -$479 | 0.02% | 127 |
|
|
2020
Q1 | $287K | Sell |
3,553
-594
| -14% | -$48K | 0.02% | 142 |
|
|
2019
Q4 | $378K | Buy |
4,147
+600
| +17% | +$54.7K | 0.02% | 126 |
|
|
2019
Q3 | $340K | Sell |
3,547
-16
| -0.4% | -$1.53K | 0.02% | 119 |
|
|
2019
Q2 | $314K | Sell |
3,563
-627
| -15% | -$55.3K | 0.02% | 120 |
|
|
2019
Q1 | $377K | Buy |
4,190
+321
| +8% | +$28.9K | 0.02% | 119 |
|
|
2018
Q4 | $334K | Hold |
3,869
| – | – | 0.02% | 116 |
|
|
2018
Q3 | $310K | Sell |
3,869
-706
| -15% | -$56.6K | 0.02% | 131 |
|
|
2018
Q2 | $362K | Sell |
4,575
-13,015
| -74% | -$1.03M | 0.02% | 118 |
|
|
2018
Q1 | $1.72M | Buy |
17,590
+13,326
| +313% | +$1.3M | 0.1% | 85 |
|
|
2017
Q4 | $359K | Buy |
4,264
+96
| +2% | +$8.08K | 0.02% | 123 |
|
|
2017
Q3 | $350K | Sell |
4,168
-514
| -11% | -$43.2K | 0.02% | 126 |
|
|
2017
Q2 | $391K | Sell |
4,682
-1,007
| -18% | -$84.1K | 0.03% | 120 |
|
|
2017
Q1 | $467K | Buy |
5,689
+619
| +12% | +$50.8K | 0.03% | 112 |
|
|
2016
Q4 | $394K | Sell |
5,070
-89
| -2% | -$6.92K | 0.03% | 120 |
|
|
2016
Q3 | $413K | Buy |
5,159
+148
| +3% | +$11.8K | 0.03% | 122 |
|
|
2016
Q2 | $430K | Buy |
+5,011
| New | +$430K | 0.04% | 107 |
|
|
2015
Q3 | – | Sell |
-6,701
| Closed | -$473K | – | 142 |
|
|
2015
Q2 | $473K | Buy |
+6,701
| New | +$473K | 0.03% | 171 |
|