D'Orazio & Associates’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 | $321K | Buy |
2,721
+164
| +6% | +$19.4K | 0.05% | 159 |
|
|
2025
Q1 | $312K | Sell |
2,557
-189
| -7% | -$23.1K | 0.05% | 155 |
|
|
2024
Q4 | $296K | Buy |
2,746
+186
| +7% | +$20K | 0.04% | 157 |
|
|
2024
Q3 | $295K | Buy |
2,560
+133
| +5% | +$15.3K | 0.04% | 153 |
|
|
2024
Q2 | $243K | Buy |
2,427
+320
| +15% | +$32.1K | 0.04% | 164 |
|
|
2024
Q1 | $204K | Buy |
+2,107
| New | +$204K | 0.03% | 180 |
|
|
2021
Q4 | – | Sell |
-1,472
| Closed | -$144K | – | 273 |
|
|
2021
Q3 | $144K | Buy |
1,472
+29
| +2% | +$2.84K | 0.04% | 113 |
|
|
2021
Q2 | $142K | Buy |
1,443
+1
| +0.1% | +$98 | 0.04% | 103 |
|
|
2021
Q1 | $139K | Buy |
1,442
+1
| +0.1% | +$96 | 0.04% | 97 |
|
|
2020
Q4 | $132K | Buy |
1,441
+1
| +0.1% | +$92 | 0.04% | 92 |
|
|
2020
Q3 | $127K | Buy |
1,440
+2
| +0.1% | +$176 | 0.05% | 87 |
|
|
2020
Q2 | $115K | Buy |
1,438
+1
| +0.1% | +$80 | 0.05% | 88 |
|
|
2020
Q1 | $116K | Sell |
1,437
-5,946
| -81% | -$480K | 0.06% | 82 |
|
|
2019
Q4 | $673K | Buy |
7,383
+59
| +0.8% | +$5.38K | 0.2% | 27 |
|
|
2019
Q3 | $702K | Buy |
7,324
+318
| +5% | +$30.5K | 0.23% | 26 |
|
|
2019
Q2 | $618K | Buy |
7,006
+60
| +0.9% | +$5.29K | 0.18% | 27 |
|
|
2019
Q1 | $625K | Buy |
6,946
+1,058
| +18% | +$95.2K | 0.19% | 27 |
|
|
2018
Q4 | $508K | Buy |
5,888
+57
| +1% | +$4.92K | 0.17% | 26 |
|
|
2018
Q3 | $467K | Buy |
5,831
+158
| +3% | +$12.7K | 0.17% | 29 |
|
|
2018
Q2 | $449K | Buy |
5,673
+63
| +1% | +$4.99K | 0.17% | 31 |
|
|
2018
Q1 | $435K | Buy |
5,610
+848
| +18% | +$65.8K | 0.16% | 30 |
|
|
2017
Q4 | $401K | Buy |
4,762
+63
| +1% | +$5.31K | 0.14% | 30 |
|
|
2017
Q3 | $394K | Buy |
4,699
+629
| +15% | +$52.7K | 0.15% | 29 |
|
|
2017
Q2 | $340K | Buy |
4,070
+961
| +31% | +$80.3K | 0.13% | 31 |
|
|
2017
Q1 | $255K | Buy |
3,109
+328
| +12% | +$26.9K | 0.1% | 36 |
|
|
2016
Q4 | $216K | Buy |
2,781
+27
| +1% | +$2.1K | 0.09% | 41 |
|
|
2016
Q3 | $220K | Buy |
2,754
+1,014
| +58% | +$81K | 0.09% | 40 |
|
|
2016
Q2 | $149K | Buy |
1,740
+14
| +0.8% | +$1.2K | 0.06% | 64 |
|
|
2016
Q1 | $139K | Buy |
1,726
+14
| +0.8% | +$1.13K | 0.06% | 65 |
|
|
2015
Q4 | $122K | Buy |
1,712
+1,143
| +201% | +$81.5K | 0.06% | 59 |
|
|
2015
Q3 | $41K | Buy |
569
+2
| +0.4% | +$144 | 0.02% | 107 |
|
|
2015
Q2 | $40K | Sell |
567
-4
| -0.7% | -$282 | 0.03% | 108 |
|
|
2015
Q1 | $44K | Buy |
571
+2
| +0.4% | +$154 | 0.03% | 105 |
|
|
2014
Q4 | $48K | Buy |
569
+2
| +0.4% | +$169 | 0.03% | 88 |
|
|
2014
Q3 | $42K | Buy |
567
+2
| +0.4% | +$148 | 0.03% | 95 |
|
|
2014
Q2 | $42K | Buy |
565
+2
| +0.4% | +$149 | 0.03% | 94 |
|
|
2014
Q1 | $40K | Buy |
563
+2
| +0.4% | +$142 | 0.03% | 92 |
|
|
2013
Q4 | $39K | Buy |
+561
| New | +$39K | 0.03% | 83 |
|