Family Legacy Inc’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 | $5.88M | Buy |
49,857
+224
| +0.5% | +$26.4K | 1.91% | 12 |
|
|
2025
Q1 | $6.05M | Sell |
49,633
-141
| -0.3% | -$17.2K | 2.08% | 5 |
|
|
2024
Q4 | $5.39M | Buy |
49,774
+272
| +0.5% | +$29.4K | 1.83% | 16 |
|
|
2024
Q3 | $5.71M | Buy |
49,502
+105
| +0.2% | +$12.1K | 1.9% | 11 |
|
|
2024
Q2 | $4.95M | Sell |
49,397
-241
| -0.5% | -$24.2K | 1.77% | 16 |
|
|
2024
Q1 | $4.8M | Sell |
49,638
-222
| -0.4% | -$21.5K | 1.73% | 16 |
|
|
2023
Q4 | $4.84M | Buy |
49,860
+324
| +0.7% | +$31.4K | 1.85% | 13 |
|
|
2023
Q3 | $4.37M | Buy |
49,536
+837
| +2% | +$73.9K | 1.83% | 14 |
|
|
2023
Q2 | $4.37M | Sell |
48,699
-29
| -0.1% | -$2.6K | 1.76% | 13 |
|
|
2023
Q1 | $4.7M | Buy |
48,728
+1,108
| +2% | +$107K | 2.01% | 8 |
|
|
2022
Q4 | $4.83M | Buy |
47,620
+702
| +1% | +$71.2K | 2.11% | 8 |
|
|
2022
Q3 | $4.36M | Buy |
46,918
+57
| +0.1% | +$5.3K | 2.19% | 7 |
|
|
2022
Q2 | $5.05M | Buy |
46,861
+71
| +0.2% | +$7.65K | 2.39% | 6 |
|
|
2022
Q1 | $5.23M | Buy |
46,790
+32
| +0.1% | +$3.57K | 2.18% | 5 |
|
|
2021
Q4 | $4.83M | Buy |
46,758
+9,344
| +25% | +$965K | 1.97% | 10 |
|
|
2021
Q3 | $3.76M | Sell |
37,414
-3,091
| -8% | -$311K | 1.69% | 17 |
|
|
2021
Q2 | $4.17M | Buy |
40,505
+134
| +0.3% | +$13.8K | 1.86% | 13 |
|
|
2021
Q1 | $3.9M | Sell |
40,371
-14
| -0% | -$1.35K | 1.86% | 9 |
|
|
2020
Q4 | $3.7M | Sell |
40,385
-81
| -0.2% | -$7.42K | 1.91% | 7 |
|
|
2020
Q3 | $3.58M | Buy |
40,466
+572
| +1% | +$50.7K | 2.03% | 7 |
|
|
2020
Q2 | $3.19M | Buy |
39,894
+93
| +0.2% | +$7.43K | 1.92% | 9 |
|
|
2020
Q1 | $3.22M | Sell |
39,801
-32
| -0.1% | -$2.59K | 2.32% | 6 |
|
|
2019
Q4 | $3.6M | Buy |
39,833
+1,517
| +4% | +$137K | 2.05% | 8 |
|
|
2019
Q3 | $3.55M | Buy |
38,316
+3,893
| +11% | +$360K | 2.21% | 6 |
|
|
2019
Q2 | $3.04M | Buy |
34,423
+382
| +1% | +$33.7K | 2.37% | 6 |
|
|
2019
Q1 | $3.07M | Sell |
34,041
-208
| -0.6% | -$18.7K | 2.49% | 4 |
|
|
2018
Q4 | $2.96M | Buy |
34,249
+1,055
| +3% | +$91.1K | 2.64% | 2 |
|
|
2018
Q3 | $2.66M | Buy |
33,194
+204
| +0.6% | +$16.3K | 2.17% | 9 |
|
|
2018
Q2 | $2.61M | Buy |
32,990
+112
| +0.3% | +$8.86K | 2.25% | 7 |
|
|
2018
Q1 | $2.55M | Buy |
32,878
+15
| +0% | +$1.16K | 2.36% | 8 |
|
|
2017
Q4 | $2.76M | Buy |
32,863
+17,363
| +112% | +$1.46M | 2.5% | 8 |
|
|
2017
Q3 | $1.3M | Sell |
15,500
-17,876
| -54% | -$1.5M | 3.31% | 14 |
|
|
2017
Q2 | $2.79M | Sell |
33,376
-295
| -0.9% | -$24.7K | 2.8% | 4 |
|
|
2017
Q1 | $2.76M | Buy |
+33,671
| New | +$2.76M | 2.88% | 3 |
|