First National Advisers’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 | $1.1M | Buy |
9,341
+275
| +3% | +$32.5K | 0.16% | 127 |
|
|
2025
Q1 | $1.11M | Sell |
9,066
-310
| -3% | -$37.8K | 0.18% | 128 |
|
|
2024
Q4 | $1.01M | Sell |
9,376
-1,440
| -13% | -$155K | 0.16% | 129 |
|
|
2024
Q3 | $1.25M | Buy |
10,816
+2,395
| +28% | +$276K | 0.2% | 124 |
|
|
2024
Q2 | $844K | Sell |
8,421
-571
| -6% | -$57.2K | 0.15% | 130 |
|
|
2024
Q1 | $869K | Buy |
8,992
+4,074
| +83% | +$394K | 0.19% | 129 |
|
|
2023
Q4 | $477K | Buy |
4,918
+1,792
| +57% | +$174K | 0.14% | 137 |
|
|
2023
Q3 | $276K | Buy |
+3,126
| New | +$276K | 0.12% | 137 |
|
|
2023
Q2 | – | Sell |
-2,088
| Closed | -$201K | – | 117 |
|
|
2023
Q1 | $201K | Buy |
2,088
+67
| +3% | +$6.45K | 0.23% | 108 |
|
|
2022
Q4 | $208K | Buy |
2,021
+299
| +17% | +$30.8K | 0.27% | 104 |
|
|
2022
Q3 | $160K | Buy |
+1,722
| New | +$160K | 0.24% | 105 |
|