Financial Partners Group (Kansas)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,158
| Closed | -$461K | – | 164 |
|
|
2023
Q2 | $461K | Buy |
5,158
+2
| +0% | +$179 | 0.09% | 95 |
|
|
2023
Q1 | $497K | Buy |
5,156
+2
| +0% | +$193 | 0.11% | 86 |
|
|
2022
Q4 | $516K | Buy |
5,154
+2
| +0% | +$200 | 0.11% | 85 |
|
|
2022
Q3 | $479K | Buy |
5,152
+2
| +0% | +$186 | 0.13% | 85 |
|
|
2022
Q2 | $552K | Sell |
5,150
-187
| -4% | -$20K | 0.14% | 77 |
|
|
2022
Q1 | $596K | Buy |
5,337
+450
| +9% | +$50.3K | 0.13% | 87 |
|
|
2021
Q4 | $513K | Buy |
4,887
+155
| +3% | +$16.3K | 0.11% | 97 |
|
|
2021
Q3 | $462K | Buy |
4,732
+2
| +0% | +$195 | 0.11% | 94 |
|
|
2021
Q2 | $467K | Buy |
4,730
+3
| +0.1% | +$296 | 0.12% | 87 |
|
|
2021
Q1 | $456K | Buy |
4,727
+3
| +0.1% | +$289 | 0.13% | 84 |
|
|
2020
Q4 | $426K | Buy |
+4,724
| New | +$426K | 0.13% | 76 |
|