Douglas Lane & 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 | $499K | Sell |
4,225
-259
| -6% | -$30.6K | 0.01% | 176 |
|
|
2025
Q1 | $547K | Buy |
4,484
+736
| +20% | +$89.8K | 0.01% | 180 |
|
|
2024
Q4 | $404K | Buy |
3,748
+314
| +9% | +$33.8K | 0.01% | 195 |
|
|
2024
Q3 | $396K | Sell |
3,434
-93
| -3% | -$10.7K | 0.01% | 198 |
|
|
2024
Q2 | $354K | Sell |
3,527
-804
| -19% | -$80.6K | 0.01% | 197 |
|
|
2024
Q1 | $419K | Sell |
4,331
-4
| -0.1% | -$387 | 0.01% | 188 |
|
|
2023
Q4 | $421K | Buy |
4,335
+387
| +10% | +$37.6K | 0.01% | 187 |
|
|
2023
Q3 | $348K | Buy |
3,948
+11
| +0.3% | +$971 | 0.01% | 190 |
|
|
2023
Q2 | $353K | Sell |
3,937
-491
| -11% | -$44.1K | 0.01% | 188 |
|
|
2023
Q1 | $427K | Buy |
4,428
+396
| +10% | +$38.2K | 0.01% | 183 |
|
|
2022
Q4 | $415K | Sell |
4,032
-304
| -7% | -$31.3K | 0.01% | 186 |
|
|
2022
Q3 | $403K | Sell |
4,336
-100
| -2% | -$9.29K | 0.01% | 183 |
|
|
2022
Q2 | $476K | Sell |
4,436
-100
| -2% | -$10.7K | 0.01% | 176 |
|
|
2022
Q1 | $506K | Sell |
4,536
-578
| -11% | -$64.5K | 0.01% | 181 |
|
|
2021
Q4 | $536K | Sell |
5,114
-125
| -2% | -$13.1K | 0.01% | 177 |
|
|
2021
Q3 | $511K | Buy |
5,239
+18
| +0.3% | +$1.76K | 0.01% | 172 |
|
|
2021
Q2 | $515K | Buy |
5,221
+1,307
| +33% | +$129K | 0.01% | 169 |
|
|
2021
Q1 | $378K | Sell |
3,914
-153
| -4% | -$14.8K | 0.01% | 170 |
|
|
2020
Q4 | $372K | Buy |
4,067
+123
| +3% | +$11.3K | 0.01% | 169 |
|
|
2020
Q3 | $349K | Buy |
3,944
+59
| +2% | +$5.22K | 0.01% | 170 |
|
|
2020
Q2 | $310K | Buy |
3,885
+171
| +5% | +$13.6K | 0.01% | 176 |
|
|
2020
Q1 | $300K | Sell |
3,714
-18
| -0.5% | -$1.45K | 0.01% | 174 |
|
|
2019
Q4 | $340K | Sell |
3,732
-529
| -12% | -$48.2K | 0.01% | 177 |
|
|
2019
Q3 | $408K | Buy |
4,261
+1,713
| +67% | +$164K | 0.01% | 173 |
|
|
2019
Q2 | $225K | Buy |
+2,548
| New | +$225K | ﹤0.01% | 203 |
|