Flaharty Asset Management’s Duke Energy DUK Stock Holding History

Flaharty Asset Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Sell	946 -2,500	-73%	-$295K	0.02%	111
2025 Q1	$420K	Hold	3,446	–	–	0.06%	77
2024 Q4	$371K	Sell	3,446 -212	-6%	-$22.8K	0.05%	84
2024 Q3	$422K	Sell	3,658 -1,100	-23%	-$127K	0.06%	79
2024 Q2	$477K	Sell	4,758 -335	-7%	-$33.6K	0.07%	72
2024 Q1	$493K	Sell	5,093 -53	-1%	-$5.13K	0.07%	70
2023 Q4	$499K	Sell	5,146 -125	-2%	-$12.1K	0.08%	69
2023 Q3	$465K	Buy	5,271 +339	+7%	+$29.9K	0.08%	67
2023 Q2	$443K	Buy	4,932 +1,339	+37%	+$120K	0.08%	68
2023 Q1	$347K	Sell	3,593 -19	-0.5%	-$1.83K	0.06%	74
2022 Q4	$372K	Sell	3,612 -368	-9%	-$37.9K	0.07%	76
2022 Q3	$370K	Sell	3,980 -398	-9%	-$37K	0.08%	74
2022 Q2	$469K	Buy	4,378 +4	+0.1%	+$429	0.1%	68
2022 Q1	$488K	Sell	4,374 -147	-3%	-$16.4K	0.09%	65
2021 Q4	$474K	Sell	4,521 -15	-0.3%	-$1.57K	0.09%	72
2021 Q3	$443K	Sell	4,536 -1,297	-22%	-$127K	0.09%	69
2021 Q2	$576K	Buy	5,833 +3	+0.1%	+$296	0.12%	66
2021 Q1	$563K	Sell	5,830 -90	-2%	-$8.69K	0.13%	62
2020 Q4	$542K	Buy	5,920 +2,842	+92%	+$260K	0.14%	59
2020 Q3	$273K	Hold	3,078	–	–	0.09%	58
2020 Q2	$246K	Sell	3,078 -92	-3%	-$7.35K	0.09%	62
2020 Q1	$256K	Sell	3,170 -549	-15%	-$44.3K	0.12%	56
2019 Q4	$339K	Buy	3,719 +641	+21%	+$58.4K	0.12%	55
2019 Q3	$295K	Hold	3,078	–	–	0.11%	58
2019 Q2	$272K	Sell	3,078 -98	-3%	-$8.66K	0.11%	59
2019 Q1	$286K	Sell	3,176 -345	-10%	-$31.1K	0.12%	70
2018 Q4	$304K	Hold	3,521	–	–	0.13%	64
2018 Q3	$280K	Buy	3,521 +1	+0%	+$80	0.11%	68
2018 Q2	$278K	Buy	3,520 +66	+2%	+$5.21K	0.11%	68
2018 Q1	$266K	Sell	3,454 -431	-11%	-$33.2K	0.11%	83
2017 Q4	$319K	Buy	3,885 +726	+23%	+$59.6K	0.14%	70
2017 Q3	$268K	Buy	3,159 +3,156	+105,200%	+$268K	0.14%	54
2017 Q2	$260	Sell	3 -3,040	-100%	-$263K	0.15%	53
2017 Q1	$252K	Buy	+3,043	New	+$252K	0.16%	48