Fiduciary Group’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 | $896K | Hold |
7,596
| – | – | 0.08% | 163 |
|
|
2025
Q1 | $926K | Buy |
7,596
+50
| +0.7% | +$6.1K | 0.09% | 160 |
|
|
2024
Q4 | $813K | Hold |
7,546
| – | – | 0.08% | 164 |
|
|
2024
Q3 | $870K | Sell |
7,546
-150
| -2% | -$17.3K | 0.09% | 159 |
|
|
2024
Q2 | $771K | Sell |
7,696
-379
| -5% | -$38K | 0.08% | 161 |
|
|
2024
Q1 | $781K | Sell |
8,075
-54
| -0.7% | -$5.22K | 0.09% | 156 |
|
|
2023
Q4 | $789K | Sell |
8,129
-764
| -9% | -$74.1K | 0.09% | 144 |
|
|
2023
Q3 | $785K | Hold |
8,893
| – | – | 0.1% | 129 |
|
|
2023
Q2 | $798K | Hold |
8,893
| – | – | 0.1% | 130 |
|
|
2023
Q1 | $858K | Sell |
8,893
-227
| -2% | -$21.9K | 0.11% | 126 |
|
|
2022
Q4 | $939K | Sell |
9,120
-33
| -0.4% | -$3.4K | 0.13% | 120 |
|
|
2022
Q3 | $889K | Buy |
9,153
+159
| +2% | +$15.4K | 0.12% | 121 |
|
|
2022
Q2 | $976K | Buy |
8,994
+1,661
| +23% | +$180K | 0.12% | 117 |
|
|
2022
Q1 | $806K | Buy |
7,333
+34
| +0.5% | +$3.74K | 0.11% | 116 |
|
|
2021
Q4 | $766K | Hold |
7,299
| – | – | 0.09% | 132 |
|
|
2021
Q3 | $754K | Sell |
7,299
-169
| -2% | -$17.5K | 0.09% | 129 |
|
|
2021
Q2 | $797K | Buy |
7,468
+151
| +2% | +$16.1K | 0.09% | 123 |
|
|
2021
Q1 | $737K | Buy |
7,317
+411
| +6% | +$41.4K | 0.09% | 128 |
|
|
2020
Q4 | $624K | Sell |
6,906
-176
| -2% | -$15.9K | 0.08% | 134 |
|
|
2020
Q3 | $627K | Sell |
7,082
-572
| -7% | -$50.6K | 0.09% | 124 |
|
|
2020
Q2 | $611K | Buy |
7,654
+113
| +1% | +$9.02K | 0.1% | 122 |
|
|
2020
Q1 | $610K | Buy |
7,541
+626
| +9% | +$50.6K | 0.12% | 108 |
|
|
2019
Q4 | $631K | Sell |
6,915
-333
| -5% | -$30.4K | 0.1% | 120 |
|
|
2019
Q3 | $695K | Sell |
7,248
-390
| -5% | -$37.4K | 0.12% | 105 |
|
|
2019
Q2 | $674K | Buy |
7,638
+92
| +1% | +$8.12K | 0.12% | 111 |
|
|
2019
Q1 | $679K | Sell |
7,546
-250
| -3% | -$22.5K | 0.13% | 109 |
|
|
2018
Q4 | $673K | Sell |
7,796
-171
| -2% | -$14.8K | 0.14% | 97 |
|
|
2018
Q3 | $638K | Sell |
7,967
-86
| -1% | -$6.89K | 0.13% | 108 |
|
|
2018
Q2 | $637K | Sell |
8,053
-931
| -10% | -$73.6K | 0.13% | 103 |
|
|
2018
Q1 | $696K | Hold |
8,984
| – | – | 0.15% | 102 |
|
|
2017
Q4 | $756K | Sell |
8,984
-230
| -2% | -$19.4K | 0.16% | 100 |
|
|
2017
Q3 | $773K | Sell |
9,214
-70
| -0.8% | -$5.87K | 0.17% | 98 |
|
|
2017
Q2 | $776K | Buy |
9,284
+151
| +2% | +$12.6K | 0.18% | 98 |
|
|
2017
Q1 | $749K | Sell |
9,133
-1,596
| -15% | -$131K | 0.18% | 103 |
|
|
2016
Q4 | $833K | Buy |
10,729
+234
| +2% | +$18.2K | 0.22% | 92 |
|
|
2016
Q3 | $840K | Sell |
10,495
-92
| -0.9% | -$7.36K | 0.23% | 88 |
|
|
2016
Q2 | $908K | Buy |
10,587
+57
| +0.5% | +$4.89K | 0.25% | 88 |
|
|
2016
Q1 | $850K | Sell |
10,530
-26
| -0.2% | -$2.1K | 0.25% | 93 |
|
|
2015
Q4 | $754K | Buy |
10,556
+1,808
| +21% | +$129K | 0.22% | 100 |
|
|
2015
Q3 | $629K | Hold |
8,748
| – | – | 0.21% | 114 |
|
|
2015
Q2 | $618K | Buy |
+8,748
| New | +$618K | 0.19% | 126 |
|