First Personal Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.19M | Buy |
18,989
+507
| +3% | +$56.4K | 0.46% | 59 |
|
|
2024
Q2 | $1.85M | Buy |
18,482
+3,138
| +20% | +$314K | 0.42% | 59 |
|
|
2024
Q1 | $1.48M | Buy |
15,344
+7,464
| +95% | +$708K | 0.34% | 60 |
|
|
2023
Q4 | $765K | Hold |
7,880
| – | – | 0.19% | 69 |
|
|
2023
Q3 | $696K | Sell |
7,880
-87
| -1% | -$7.98K | 0.18% | 69 |
|
|
2023
Q2 | $715K | Hold |
7,967
| – | – | 0.18% | 70 |
|
|
2023
Q1 | $769K | Sell |
7,967
-780
| -9% | -$77.1K | 0.2% | 69 |
|
|
2022
Q4 | $901K | Buy |
8,747
+5
| +0.1% | +$480 | 0.24% | 67 |
|
|
2022
Q3 | $813K | Sell |
8,742
-216
| -2% | -$23.2K | 0.24% | 70 |
|
|
2022
Q2 | $960K | Buy |
8,958
+720
| +9% | +$79.2K | 0.27% | 67 |
|
|
2022
Q1 | $920K | Sell |
8,238
-133
| -2% | -$13.8K | 0.21% | 73 |
|
|
2021
Q4 | $878K | Sell |
8,371
-378
| -4% | -$38.3K | 0.2% | 74 |
|
|
2021
Q3 | $854K | Hold |
8,749
| – | – | 0.21% | 73 |
|
|
2021
Q2 | $864K | Buy |
8,749
+166
| +2% | +$16.7K | 0.22% | 72 |
|
|
2021
Q1 | $829K | Sell |
8,583
-279
| -3% | -$25.5K | 0.23% | 70 |
|
|
2020
Q4 | $811K | Buy |
8,862
+548
| +7% | +$50.7K | 0.23% | 66 |
|
|
2020
Q3 | $737K | Sell |
8,314
-607
| -7% | -$50K | 0.23% | 64 |
|
|
2020
Q2 | $713K | Sell |
8,921
-275
| -3% | -$23.2K | 0.24% | 65 |
|
|
2020
Q1 | $744K | Sell |
9,196
-1,313
| -12% | -$121K | 0.29% | 64 |
|
|
2019
Q4 | $958K | Sell |
10,509
-3,369
| -24% | -$309K | 0.31% | 63 |
|
|
2019
Q3 | $1.33M | Sell |
13,878
-563
| -4% | -$51.2K | 0.41% | 59 |
|
|
2019
Q2 | $1.27M | Sell |
14,441
-362
| -2% | -$32K | 0.36% | 60 |
|
|
2019
Q1 | $1.33M | Sell |
14,803
-474
| -3% | -$41.8K | 0.41% | 60 |
|
|
2018
Q4 | $1.32M | Sell |
15,277
-532
| -3% | -$45.3K | 0.45% | 57 |
|
|
2018
Q3 | $1.26M | Sell |
15,809
-975
| -6% | -$78.8K | 0.4% | 62 |
|
|
2018
Q2 | $1.33M | Sell |
16,784
-877
| -5% | -$67.5K | 0.44% | 56 |
|
|
2018
Q1 | $1.37M | Sell |
17,661
-492
| -3% | -$38K | 0.3% | 81 |
|
|
2017
Q4 | $1.53M | Buy |
18,153
+912
| +5% | +$79.7K | 0.3% | 83 |
|
|
2017
Q3 | $1.45M | Sell |
17,241
-715
| -4% | -$61.2K | 0.31% | 81 |
|
|
2017
Q2 | $1.5M | Sell |
17,956
-167
| -0.9% | -$14K | 0.33% | 77 |
|
|
2017
Q1 | $1.49M | Sell |
18,123
-535
| -3% | -$42.5K | 0.36% | 73 |
|
|
2016
Q4 | $1.45M | Sell |
18,658
-1,618
| -8% | -$124K | 0.38% | 70 |
|
|
2016
Q3 | $1.62M | Buy |
20,276
+1,187
| +6% | +$98.3K | 0.47% | 66 |
|
|
2016
Q2 | $1.64M | Buy |
19,089
+602
| +3% | +$48.1K | 0.56% | 59 |
|
|
2016
Q1 | $1.49M | Sell |
18,487
-466
| -2% | -$35.3K | 0.74% | 48 |
|
|
2015
Q4 | $1.35M | Sell |
18,953
-132
| -0.7% | -$9.28K | 0.76% | 49 |
|
|
2015
Q3 | $1.37M | Sell |
19,085
-313
| -2% | -$22.7K | 0.83% | 44 |
|
|
2015
Q2 | $1.37M | Sell |
19,398
-1,770
| -8% | -$134K | 0.82% | 46 |
|
|
2015
Q1 | $1.63M | Sell |
21,168
-1,016
| -5% | -$82.5K | 0.99% | 37 |
|
|
2014
Q4 | $1.85M | Buy |
+22,184
| New | +$1.79M | 1.08% | 25 |
|
Other funds holding DUK
First Personal Financial Services's DUK Position: Q3 2024 in Review
First Personal Financial Services increased its Duke Energy (DUK) stake by 2.7% in Q3 2024, buying an estimated $56.4K and bringing the position to 18,989 shares worth $2.19M. The position accounts for 0.46% of the portfolio, ranked #59.
First Personal Financial Services first reported a position in DUK in Q4 2014 and has held it in 40 quarters since. 2,068 funds tracked by Wall St. Rank hold DUK as of Q3 2024.
- First Personal Financial Services held 18,989 shares of Duke Energy worth $2.19M as of Q3 2024.
- First Personal Financial Services bought 507 Duke Energy shares in Q3 2024, an estimated $56.4K.
- Duke Energy made up 0.46% of First Personal Financial Services's portfolio in Q3 2024, its #59 holding.
- First Personal Financial Services first reported a position in Duke Energy in Q4 2014 and has held it in 40 quarters since.
- 2,068 funds tracked by Wall St. Rank held Duke Energy as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.