Financial Management Professionals’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 | $720K | Sell |
6,100
-326
| -5% | -$38.5K | 0.08% | 79 |
|
|
2025
Q1 | $784K | Buy |
6,426
+156
| +2% | +$19K | 0.1% | 69 |
|
|
2024
Q4 | $676K | Buy |
6,270
+584
| +10% | +$62.9K | 0.09% | 78 |
|
|
2024
Q3 | $656K | Sell |
5,686
-16
| -0.3% | -$1.85K | 0.08% | 76 |
|
|
2024
Q2 | $571K | Sell |
5,702
-1,362
| -19% | -$136K | 0.08% | 79 |
|
|
2024
Q1 | $683K | Buy |
7,064
+664
| +10% | +$64.2K | 0.1% | 73 |
|
|
2023
Q4 | $621K | Buy |
6,400
+690
| +12% | +$67K | 0.1% | 68 |
|
|
2023
Q3 | $504K | Sell |
5,710
-95
| -2% | -$8.39K | 0.09% | 70 |
|
|
2023
Q2 | $521K | Buy |
5,805
+345
| +6% | +$31K | 0.09% | 71 |
|
|
2023
Q1 | $527K | Buy |
5,460
+298
| +6% | +$28.8K | 0.1% | 65 |
|
|
2022
Q4 | $532K | Buy |
5,162
+443
| +9% | +$45.7K | 0.11% | 58 |
|
|
2022
Q3 | $439K | Sell |
4,719
-62
| -1% | -$5.77K | 0.1% | 53 |
|
|
2022
Q2 | $513K | Buy |
4,781
+316
| +7% | +$33.9K | 0.12% | 56 |
|
|
2022
Q1 | $499K | Buy |
4,465
+482
| +12% | +$53.9K | 0.11% | 59 |
|
|
2021
Q4 | $418K | Buy |
3,983
+426
| +12% | +$44.7K | 0.09% | 68 |
|
|
2021
Q3 | $347K | Buy |
3,557
+16
| +0.5% | +$1.56K | 0.08% | 63 |
|
|
2021
Q2 | $350K | Sell |
3,541
-111
| -3% | -$11K | 0.09% | 59 |
|
|
2021
Q1 | $353K | Buy |
3,652
+84
| +2% | +$8.12K | 0.09% | 51 |
|
|
2020
Q4 | $327K | Sell |
3,568
-64
| -2% | -$5.87K | 0.09% | 50 |
|
|
2020
Q3 | $322K | Sell |
3,632
-871
| -19% | -$77.2K | 0.11% | 39 |
|
|
2020
Q2 | $360K | Buy |
4,503
+782
| +21% | +$62.5K | 0.12% | 37 |
|
|
2020
Q1 | $301K | Hold |
3,721
| – | – | 0.13% | 35 |
|
|
2019
Q4 | $339K | Sell |
3,721
-3
| -0.1% | -$273 | 0.11% | 38 |
|
|
2019
Q3 | $357K | Buy |
3,724
+1,002
| +37% | +$96.1K | 0.13% | 37 |
|
|
2019
Q2 | $240K | Hold |
2,722
| – | – | 0.09% | 42 |
|
|
2019
Q1 | $245K | Hold |
2,722
| – | – | 0.1% | 38 |
|
|
2018
Q4 | $235K | Hold |
2,722
| – | – | 0.15% | 31 |
|
|
2018
Q3 | $218K | Hold |
2,722
| – | – | 0.08% | 45 |
|
|
2018
Q2 | $215K | Hold |
2,722
| – | – | 0.09% | 44 |
|
|
2018
Q1 | $211K | Buy |
2,722
+100
| +4% | +$7.75K | 0.11% | 40 |
|
|
2017
Q4 | $220K | Hold |
2,622
| – | – | 0.09% | 37 |
|
|
2017
Q3 | $220K | Hold |
2,622
| – | – | 0.1% | 38 |
|
|
2017
Q2 | $219K | Hold |
2,622
| – | – | 0.1% | 42 |
|
|
2017
Q1 | $215K | Hold |
2,622
| – | – | 0.11% | 39 |
|
|
2016
Q4 | $203K | Sell |
2,622
-197
| -7% | -$15.3K | 0.11% | 40 |
|
|
2016
Q3 | $225K | Sell |
2,819
-15
| -0.5% | -$1.2K | 0.12% | 36 |
|
|
2016
Q2 | $243K | Buy |
2,834
+246
| +10% | +$21.1K | 0.13% | 38 |
|
|
2016
Q1 | $209K | Buy |
2,588
+197
| +8% | +$15.9K | 0.11% | 40 |
|
|
2015
Q4 | $170K | Hold |
2,391
| – | – | 0.09% | 45 |
|
|
2015
Q3 | $172K | Hold |
2,391
| – | – | 0.12% | 42 |
|
|
2015
Q2 | $168K | Hold |
2,391
| – | – | 0.08% | 41 |
|
|
2015
Q1 | $184K | Hold |
2,391
| – | – | 0.09% | 38 |
|
|
2014
Q4 | $200K | Hold |
2,391
| – | – | 0.11% | 40 |
|
|
2014
Q3 | $178K | Hold |
2,391
| – | – | 0.12% | 38 |
|
|
2014
Q2 | $177K | Hold |
2,391
| – | – | 0.12% | 41 |
|
|
2014
Q1 | $170K | Hold |
2,391
| – | – | 0.12% | 42 |
|
|
2013
Q4 | $165K | Hold |
2,391
| – | – | 0.11% | 35 |
|
|
2013
Q3 | $160K | Hold |
2,391
| – | – | 0.1% | 39 |
|
|
2013
Q2 | $161K | Buy |
+2,391
| New | +$161K | 0.12% | 37 |
|