Financial Perspectives’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-168
| Closed | -$18.1K | – | 725 |
|
|
2024
Q4 | $18.1K | Hold |
168
| – | – | 0.01% | 422 |
|
|
2024
Q3 | $19.4K | Hold |
168
| – | – | 0.01% | 393 |
|
|
2024
Q2 | $16.8K | Hold |
168
| – | – | 0.01% | 401 |
|
|
2024
Q1 | $16.2K | Hold |
168
| – | – | 0.01% | 402 |
|
|
2023
Q4 | $16.3K | Hold |
168
| – | – | 0.01% | 404 |
|
|
2023
Q3 | $14.8K | Hold |
168
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $15.1K | Hold |
168
| – | – | 0.01% | 399 |
|
|
2023
Q1 | $16.2K | Hold |
168
| – | – | 0.01% | 387 |
|
|
2022
Q4 | $17.3K | Hold |
168
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $15.6K | Hold |
168
| – | – | 0.01% | 380 |
|
|
2022
Q2 | $18K | Hold |
168
| – | – | 0.01% | 367 |
|
|
2022
Q1 | $18.8K | Hold |
168
| – | – | 0.01% | 384 |
|
|
2021
Q4 | $17.6K | Hold |
168
| – | – | 0.01% | 372 |
|
|
2021
Q3 | $16.4K | Hold |
168
| – | – | 0.01% | 377 |
|
|
2021
Q2 | $16.6K | Sell |
168
-16,049
| -99% | -$1.58M | 0.01% | 399 |
|
|
2021
Q1 | $168K | Buy |
16,217
+14,299
| +746% | +$148K | 0.01% | 421 |
|
|
2020
Q4 | $176K | Hold |
1,918
| – | – | 0.1% | 126 |
|
|
2020
Q3 | $170K | Hold |
1,918
| – | – | 0.11% | 108 |
|
|
2020
Q2 | $153K | Hold |
1,918
| – | – | 0.11% | 104 |
|
|
2020
Q1 | $155K | Sell |
1,918
-6
| -0.3% | -$485 | 0.13% | 87 |
|
|
2019
Q4 | $175K | Buy |
+1,924
| New | +$175K | 0.12% | 90 |
|