First Horizon 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 | $25.6M | Buy |
216,752
+9,612
| +5% | +$1.13M | 0.66% | 47 |
|
|
2025
Q1 | $25.3M | Buy |
207,140
+160,562
| +345% | +$19.6M | 0.71% | 44 |
|
|
2024
Q4 | $5.02M | Buy |
46,578
+2,213
| +5% | +$238K | 0.14% | 147 |
|
|
2024
Q3 | $5.12M | Buy |
44,365
+2,622
| +6% | +$302K | 0.14% | 149 |
|
|
2024
Q2 | $4.18M | Buy |
41,743
+899
| +2% | +$90.1K | 0.13% | 153 |
|
|
2024
Q1 | $3.95M | Buy |
40,844
+990
| +2% | +$95.7K | 0.12% | 154 |
|
|
2023
Q4 | $3.87M | Buy |
39,854
+358
| +0.9% | +$34.7K | 0.13% | 157 |
|
|
2023
Q3 | $3.49M | Sell |
39,496
-2,009
| -5% | -$177K | 0.13% | 161 |
|
|
2023
Q2 | $3.72M | Buy |
41,505
+926
| +2% | +$83.1K | 0.13% | 161 |
|
|
2023
Q1 | $3.91M | Buy |
40,579
+3,097
| +8% | +$299K | 0.14% | 160 |
|
|
2022
Q4 | $3.86M | Sell |
37,482
-851
| -2% | -$87.6K | 0.14% | 170 |
|
|
2022
Q3 | $3.57M | Sell |
38,333
-2,944
| -7% | -$274K | 0.14% | 165 |
|
|
2022
Q2 | $4.42M | Buy |
41,277
+8,706
| +27% | +$933K | 0.16% | 156 |
|
|
2022
Q1 | $3.64M | Sell |
32,571
-7,887
| -19% | -$880K | 0.2% | 137 |
|
|
2021
Q4 | $4.24M | Sell |
40,458
-1,555
| -4% | -$163K | 0.13% | 184 |
|
|
2021
Q3 | $4.1M | Buy |
42,013
+28,635
| +214% | +$2.79M | 0.13% | 184 |
|
|
2021
Q2 | $1.32M | Buy |
13,378
+205
| +2% | +$20.2K | 0.07% | 179 |
|
|
2021
Q1 | $1.27M | Buy |
13,173
+627
| +5% | +$60.5K | 0.07% | 175 |
|
|
2020
Q4 | $1.15M | Buy |
12,546
+426
| +4% | +$39K | 0.08% | 160 |
|
|
2020
Q3 | $1.07M | Buy |
12,120
+7
| +0.1% | +$619 | 0.08% | 159 |
|
|
2020
Q2 | $967K | Sell |
12,113
-2,147
| -15% | -$171K | 0.08% | 162 |
|
|
2020
Q1 | $1.15M | Sell |
14,260
-542
| -4% | -$43.8K | 0.11% | 144 |
|
|
2019
Q4 | $1.35M | Buy |
14,802
+135
| +0.9% | +$12.3K | 0.1% | 154 |
|
|
2019
Q3 | $1.41M | Sell |
14,667
-3
| -0% | -$287 | 0.11% | 150 |
|
|
2019
Q2 | $1.29M | Buy |
14,670
+822
| +6% | +$72.5K | 0.1% | 159 |
|
|
2019
Q1 | $1.25M | Sell |
13,848
-1,122
| -7% | -$101K | 0.1% | 159 |
|
|
2018
Q4 | $1.29M | Sell |
14,970
-84
| -0.6% | -$7.24K | 0.12% | 152 |
|
|
2018
Q3 | $1.21M | Buy |
15,054
+342
| +2% | +$27.4K | 0.09% | 175 |
|
|
2018
Q2 | $1.16M | Buy |
14,712
+5,093
| +53% | +$402K | 0.1% | 169 |
|
|
2018
Q1 | $744K | Sell |
9,619
-148
| -2% | -$11.4K | 0.07% | 172 |
|
|
2017
Q4 | $819K | Sell |
9,767
-140
| -1% | -$11.7K | 0.08% | 174 |
|
|
2017
Q3 | $831K | Sell |
9,907
-486
| -5% | -$40.8K | 0.09% | 165 |
|
|
2017
Q2 | $871K | Sell |
10,393
-933
| -8% | -$78.2K | 0.09% | 154 |
|
|
2017
Q1 | $928K | Sell |
11,326
-434
| -4% | -$35.6K | 0.11% | 162 |
|
|
2016
Q4 | $938K | Hold |
11,760
| – | – | 0.12% | 161 |
|
|
2016
Q3 | $938K | Buy |
11,760
+309
| +3% | +$24.6K | 0.12% | 163 |
|
|
2016
Q2 | $981K | Sell |
11,451
-2,307
| -17% | -$198K | 0.13% | 152 |
|
|
2016
Q1 | $1.11M | Buy |
13,758
+3,330
| +32% | +$268K | 0.12% | 154 |
|
|
2015
Q4 | $744K | Buy |
10,428
+424
| +4% | +$30.3K | 0.13% | 151 |
|
|
2015
Q3 | $717K | Sell |
10,004
-58
| -0.6% | -$4.16K | 0.11% | 167 |
|
|
2015
Q2 | $710K | Sell |
10,062
-126
| -1% | -$8.89K | 0.1% | 176 |
|
|
2015
Q1 | $781K | Sell |
10,188
-107
| -1% | -$8.2K | 0.11% | 177 |
|
|
2014
Q4 | $861K | Sell |
10,295
-366
| -3% | -$30.6K | 0.13% | 164 |
|
|
2014
Q3 | $797K | Sell |
10,661
-13,576
| -56% | -$1.01M | 0.12% | 168 |
|
|
2014
Q2 | $1.79M | Sell |
24,237
-106
| -0.4% | -$7.84K | 0.26% | 112 |
|
|
2014
Q1 | $1.73M | Buy |
24,343
+845
| +4% | +$60.2K | 0.24% | 103 |
|
|
2013
Q4 | $1.62M | Sell |
23,498
-1,563
| -6% | -$108K | 0.24% | 100 |
|
|
2013
Q3 | $1.67M | Buy |
25,061
+23,673
| +1,706% | +$1.58M | 0.27% | 95 |
|
|
2013
Q2 | $94K | Buy |
+1,388
| New | +$94K | 0.05% | 136 |
|