Edge Capital Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.06M | Buy |
9,865
+8
| +0.1% | +$862 | 0.05% | 160 |
|
|
2024
Q3 | $1.14M | Sell |
9,857
-256
| -3% | -$29.5K | 0.05% | 152 |
|
|
2024
Q2 | $1.01M | Buy |
10,113
+9
| +0.1% | +$902 | 0.05% | 163 |
|
|
2024
Q1 | $977K | Sell |
10,104
-17
| -0.2% | -$1.64K | 0.05% | 166 |
|
|
2023
Q4 | $982K | Sell |
10,121
-182
| -2% | -$17.7K | 0.05% | 167 |
|
|
2023
Q3 | $909K | Sell |
10,303
-28,966
| -74% | -$2.56M | 0.06% | 155 |
|
|
2023
Q2 | $3.52M | Sell |
39,269
-1,161
| -3% | -$104K | 0.2% | 102 |
|
|
2023
Q1 | $3.9M | Buy |
40,430
+35,000
| +645% | +$3.38M | 0.24% | 86 |
|
|
2022
Q4 | $559K | Buy |
5,430
+700
| +15% | +$72.1K | 0.04% | 179 |
|
|
2022
Q3 | $440K | Buy |
4,730
+49
| +1% | +$4.56K | 0.04% | 189 |
|
|
2022
Q2 | $502K | Buy |
4,681
+423
| +10% | +$45.4K | 0.04% | 191 |
|
|
2022
Q1 | $476K | Buy |
4,258
+40
| +0.9% | +$4.47K | 0.03% | 203 |
|
|
2021
Q4 | $442K | Buy |
4,218
+222
| +6% | +$23.3K | 0.03% | 207 |
|
|
2021
Q3 | $390K | Buy |
3,996
+991
| +33% | +$96.7K | 0.03% | 210 |
|
|
2021
Q2 | $297K | Buy |
3,005
+32
| +1% | +$3.16K | 0.02% | 223 |
|
|
2021
Q1 | $287K | Buy |
2,973
+224
| +8% | +$21.6K | 0.02% | 226 |
|
|
2020
Q4 | $252K | Buy |
2,749
+23
| +0.8% | +$2.11K | 0.02% | 229 |
|
|
2020
Q3 | $241K | Buy |
2,726
+15
| +0.6% | +$1.33K | 0.02% | 212 |
|
|
2020
Q2 | $217K | Buy |
2,711
+14
| +0.5% | +$1.12K | 0.02% | 203 |
|
|
2020
Q1 | $218K | Buy |
2,697
+430
| +19% | +$34.8K | 0.03% | 194 |
|
|
2019
Q4 | $207K | Sell |
2,267
-149
| -6% | -$13.6K | 0.02% | 220 |
|
|
2019
Q3 | $232K | Sell |
2,416
-328
| -12% | -$31.5K | 0.02% | 213 |
|
|
2019
Q2 | $242K | Buy |
2,744
+354
| +15% | +$31.2K | 0.02% | 229 |
|
|
2019
Q1 | $215K | Buy |
2,390
+12
| +0.5% | +$1.08K | 0.02% | 226 |
|
|
2018
Q4 | $205K | Buy |
+2,378
| New | +$205K | 0.02% | 220 |
|