Financial Advocates Investment Management’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 | $589K | Sell |
4,995
-3,815
| -43% | -$450K | 0.05% | 321 |
|
|
2025
Q1 | $1.07M | Buy |
8,810
+259
| +3% | +$31.6K | 0.08% | 263 |
|
|
2024
Q4 | $921K | Buy |
8,551
+1,917
| +29% | +$207K | 0.05% | 319 |
|
|
2024
Q3 | $765K | Sell |
6,634
-720
| -10% | -$83K | 0.04% | 363 |
|
|
2024
Q2 | $737K | Sell |
7,354
-878
| -11% | -$88K | 0.05% | 355 |
|
|
2024
Q1 | $796K | Buy |
8,232
+380
| +5% | +$36.7K | 0.05% | 355 |
|
|
2023
Q4 | $762K | Buy |
7,852
+616
| +9% | +$59.8K | 0.05% | 342 |
|
|
2023
Q3 | $639K | Sell |
7,236
-317
| -4% | -$28K | 0.05% | 357 |
|
|
2023
Q2 | $678K | Buy |
7,553
+901
| +14% | +$80.9K | 0.05% | 336 |
|
|
2023
Q1 | $642K | Buy |
6,652
+86
| +1% | +$8.3K | 0.05% | 367 |
|
|
2022
Q4 | $676K | Buy |
6,566
+4,202
| +178% | +$433K | 0.05% | 371 |
|
|
2022
Q3 | $218K | Sell |
2,364
-3,116
| -57% | -$287K | 0.02% | 640 |
|
|
2022
Q2 | $587K | Buy |
5,480
+2,800
| +104% | +$300K | 0.05% | 369 |
|
|
2022
Q1 | $299K | Sell |
2,680
-12,753
| -83% | -$1.42M | 0.02% | 577 |
|
|
2021
Q4 | $572K | Buy |
15,433
+13,107
| +563% | +$486K | 0.04% | 449 |
|
|
2021
Q3 | $228K | Buy |
2,326
+118
| +5% | +$11.6K | 0.02% | 670 |
|
|
2021
Q2 | $218K | Sell |
2,208
-23,138
| -91% | -$2.28M | 0.01% | 672 |
|
|
2021
Q1 | $1.45M | Buy |
25,346
+22,780
| +888% | +$1.3M | 0.1% | 226 |
|
|
2020
Q4 | $235K | Buy |
2,566
+152
| +6% | +$13.9K | 0.02% | 629 |
|
|
2020
Q3 | $214K | Sell |
2,414
-544
| -18% | -$48.2K | 0.02% | 554 |
|
|
2020
Q2 | $237K | Sell |
2,958
-111
| -4% | -$8.89K | 0.02% | 501 |
|
|
2020
Q1 | $248K | Sell |
3,069
-132
| -4% | -$10.7K | 0.04% | 388 |
|
|
2019
Q4 | $292K | Sell |
3,201
-1,385
| -30% | -$126K | 0.03% | 394 |
|
|
2019
Q3 | $439K | Buy |
4,586
+1,254
| +38% | +$120K | 0.05% | 311 |
|
|
2019
Q2 | $294K | Buy |
+3,332
| New | +$294K | 0.03% | 369 |
|
|
2018
Q2 | – | Sell |
-3,092
| Closed | -$240K | – | 489 |
|
|
2018
Q1 | $240K | Buy |
3,092
+554
| +22% | +$43K | 0.03% | 414 |
|
|
2017
Q4 | $213K | Buy |
+2,538
| New | +$213K | 0.03% | 442 |
|