FDx Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Buy |
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|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $730K | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $3.68M | Hold |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $3.55M | Buy |
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|
2021
Q4 | $3.07M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | $712K | Sell |
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|
2019
Q4 | $846K | Sell |
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|
2019
Q3 | $983K | Sell |
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|
2019
Q2 | $4.3M | Sell |
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|
2019
Q1 | $4.82M | Buy |
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|
2018
Q4 | $1.64M | Sell |
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|
2018
Q3 | $4.09M | Sell |
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|
2018
Q2 | $4.36M | Sell |
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|
2018
Q1 | $6.04M | Sell |
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|
2017
Q4 | $8.44M | Sell |
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|
2017
Q3 | $10.2M | Buy |
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|
2017
Q2 | $10.1M | Sell |
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|
2017
Q1 | $10.3M | Sell |
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|
2016
Q4 | $11.1M | Buy |
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|
2016
Q3 | $6.33M | Buy |
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|
2016
Q2 | $5.52M | Buy |
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|
2016
Q1 | $4.23M | Buy |
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|
2015
Q4 | $3.33M | Buy |
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|
2015
Q3 | $1.36M | Sell |
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|
2015
Q2 | $1.61M | Sell |
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|
2015
Q1 | $1.88M | Buy |
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|
2014
Q4 | $1.65M | Buy |
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|
2014
Q3 | $1.22M | Buy |
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|
2014
Q2 | $1.08M | Buy |
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|
2014
Q1 | $1.03M | Buy |
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|
2013
Q4 | $837K | Buy |
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|
2013
Q3 | $705K | Sell |
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|
2013
Q2 | $934K | Buy |
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