DAS
Dynamic Advisor Solutions’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
31,683
+6,095
| +24% | +$719K | 0.12% | 203 |
|
|
2025
Q1 | $3.12M | Buy |
25,588
+866
| +4% | +$106K | 0.1% | 216 |
|
|
2024
Q4 | $2.66M | Sell |
24,722
-1,722
| -7% | -$186K | 0.12% | 176 |
|
|
2024
Q3 | $3.05M | Sell |
26,444
-966
| -4% | -$111K | 0.09% | 241 |
|
|
2024
Q2 | $2.75M | Sell |
27,410
-482
| -2% | -$48.3K | 0.09% | 253 |
|
|
2024
Q1 | $2.7M | Buy |
27,892
+2,068
| +8% | +$200K | 0.09% | 261 |
|
|
2023
Q4 | $2.54M | Buy |
25,824
+1,122
| +5% | +$111K | 0.09% | 250 |
|
|
2023
Q3 | $2.18M | Buy |
24,702
+1,356
| +6% | +$120K | 0.1% | 219 |
|
|
2023
Q2 | $2.1M | Buy |
23,346
+1,625
| +7% | +$146K | 0.11% | 213 |
|
|
2023
Q1 | $2.1M | Buy |
21,721
+4,339
| +25% | +$419K | 0.12% | 208 |
|
|
2022
Q4 | $1.79M | Buy |
17,382
+1,875
| +12% | +$193K | 0.12% | 190 |
|
|
2022
Q3 | $1.44M | Sell |
15,507
-13
| -0.1% | -$1.21K | 0.11% | 197 |
|
|
2022
Q2 | $1.66M | Buy |
15,520
+464
| +3% | +$49.7K | 0.13% | 180 |
|
|
2022
Q1 | $1.68M | Sell |
15,056
-11
| -0.1% | -$1.23K | 0.12% | 184 |
|
|
2021
Q4 | $1.58M | Buy |
15,067
+491
| +3% | +$51.5K | 0.11% | 197 |
|
|
2021
Q3 | $1.42M | Buy |
14,576
+350
| +2% | +$34.1K | 0.11% | 217 |
|
|
2021
Q2 | $1.4M | Buy |
14,226
+354
| +3% | +$34.9K | 0.11% | 213 |
|
|
2021
Q1 | $1.34M | Buy |
13,872
+1,662
| +14% | +$160K | 0.12% | 200 |
|
|
2020
Q4 | $1.12M | Buy |
12,210
+991
| +9% | +$90.7K | 0.1% | 220 |
|
|
2020
Q3 | $994K | Buy |
11,219
+456
| +4% | +$40.4K | 0.11% | 206 |
|
|
2020
Q2 | $860K | Buy |
10,763
+329
| +3% | +$26.3K | 0.12% | 203 |
|
|
2020
Q1 | $844K | Buy |
10,434
+732
| +8% | +$59.2K | 0.15% | 171 |
|
|
2019
Q4 | $885K | Buy |
9,702
+5,594
| +136% | +$510K | 0.12% | 206 |
|
|
2019
Q3 | $394K | Buy |
4,108
+236
| +6% | +$22.6K | 0.06% | 324 |
|
|
2019
Q2 | $342K | Buy |
+3,872
| New | +$342K | 0.05% | 336 |
|
|
2019
Q1 | – | Sell |
-21,897
| Closed | -$1.88M | – | 427 |
|
|
2018
Q4 | $1.88M | Buy |
21,897
+20
| +0.1% | +$1.72K | 0.4% | 70 |
|
|
2018
Q3 | $1.75M | Sell |
21,877
-459
| -2% | -$36.7K | 0.36% | 87 |
|
|
2018
Q2 | $1.77M | Buy |
+22,336
| New | +$1.77M | 0.4% | 75 |
|