Flagship Harbor Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $464K | Buy |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $657K | Hold |
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|
2021
Q2 | $657K | Sell |
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|
2021
Q1 | $651K | Buy |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $610K | Sell |
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|
2020
Q2 | $858K | Buy |
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|
2020
Q1 | $585K | Sell |
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|
2019
Q4 | $690K | Sell |
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|
2019
Q3 | $748K | Sell |
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|
2019
Q2 | $713K | Sell |
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|
2019
Q1 | $743K | Buy |
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|
2018
Q4 | $669K | Sell |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $782K | Buy |
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|
2017
Q4 | $504K | Buy |
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|
2017
Q3 | $518K | Sell |
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|
2017
Q2 | $506K | Buy |
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|
2017
Q1 | $482K | Buy |
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|
2016
Q4 | $296K | Buy |
|