Financial Engines Advisors’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 | $216K | Buy |
+1,828
| New | +$216K | ﹤0.01% | 491 |
|
|
2025
Q1 | – | Sell |
-3,012
| Closed | -$325K | – | 434 |
|
|
2024
Q4 | $325K | Buy |
+3,012
| New | +$325K | ﹤0.01% | 371 |
|
|
2023
Q4 | – | Sell |
-3,027
| Closed | -$267K | – | 326 |
|
|
2023
Q3 | $267K | Buy |
+3,027
| New | +$267K | ﹤0.01% | 250 |
|
|
2021
Q3 | – | Sell |
-2,440
| Closed | -$241K | – | 272 |
|
|
2021
Q2 | $241K | Sell |
2,440
-5,109
| -68% | -$505K | ﹤0.01% | 195 |
|
|
2021
Q1 | $729K | Buy |
7,549
+176
| +2% | +$17K | ﹤0.01% | 140 |
|
|
2020
Q4 | $675K | Sell |
7,373
-449
| -6% | -$41.1K | ﹤0.01% | 143 |
|
|
2020
Q3 | $693K | Buy |
7,822
+301
| +4% | +$26.7K | ﹤0.01% | 136 |
|
|
2020
Q2 | $601K | Buy |
+7,521
| New | +$601K | ﹤0.01% | 122 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | -$1K | – | 123 |
|
|
2018
Q3 | $1K | Sell |
14
-266
| -95% | -$19K | ﹤0.01% | 151 |
|
|
2018
Q2 | $22K | Buy |
280
+2
| +0.7% | +$157 | ﹤0.01% | 77 |
|
|
2018
Q1 | $22K | Buy |
278
+18
| +7% | +$1.42K | ﹤0.01% | 77 |
|
|
2017
Q4 | $22K | Buy |
+260
| New | +$22K | ﹤0.01% | 89 |
|