Focus Financial Network’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 | $1.54M | Buy |
13,069
+1,039
| +9% | +$123K | 0.06% | 228 |
|
|
2025
Q1 | $1.47M | Sell |
12,030
-142
| -1% | -$17.3K | 0.06% | 227 |
|
|
2024
Q4 | $1.31M | Buy |
12,172
+25
| +0.2% | +$2.69K | 0.05% | 243 |
|
|
2024
Q3 | $1.4M | Sell |
12,147
-156
| -1% | -$18K | 0.06% | 227 |
|
|
2024
Q2 | $1.32M | Sell |
12,303
-83
| -0.7% | -$8.92K | 0.06% | 230 |
|
|
2024
Q1 | $1.19M | Sell |
12,386
-27,202
| -69% | -$2.61M | 0.06% | 228 |
|
|
2023
Q4 | $3.84M | Buy |
39,588
+27,425
| +225% | +$2.66M | 0.14% | 133 |
|
|
2023
Q3 | $1.07M | Buy |
12,163
+1,488
| +14% | +$131K | 0.06% | 223 |
|
|
2023
Q2 | $958K | Sell |
10,675
-647
| -6% | -$58.1K | 0.05% | 243 |
|
|
2023
Q1 | $1.09M | Buy |
11,322
+270
| +2% | +$26K | 0.07% | 217 |
|
|
2022
Q4 | $1.14M | Buy |
11,052
+542
| +5% | +$55.8K | 0.09% | 169 |
|
|
2022
Q3 | $978K | Buy |
10,510
+161
| +2% | +$15K | 0.08% | 180 |
|
|
2022
Q2 | $1.11M | Buy |
10,349
+271
| +3% | +$29.1K | 0.09% | 174 |
|
|
2022
Q1 | $1.13M | Sell |
10,078
-17,356
| -63% | -$1.94M | 0.08% | 182 |
|
|
2021
Q4 | $2.88M | Buy |
27,434
+1,279
| +5% | +$134K | 0.42% | 57 |
|
|
2021
Q3 | $2.55M | Sell |
26,155
-81
| -0.3% | -$7.91K | 0.34% | 78 |
|
|
2021
Q2 | $2.59M | Sell |
26,236
-151
| -0.6% | -$14.9K | 0.34% | 81 |
|
|
2021
Q1 | $2.55M | Buy |
26,387
+15,531
| +143% | +$1.5M | 0.3% | 81 |
|
|
2020
Q4 | $994K | Sell |
10,856
-308
| -3% | -$28.2K | 0.09% | 182 |
|
|
2020
Q3 | $989K | Sell |
11,164
-158
| -1% | -$14K | 0.09% | 183 |
|
|
2020
Q2 | $905K | Buy |
11,322
+1,053
| +10% | +$84.1K | 0.1% | 173 |
|
|
2020
Q1 | $831K | Buy |
10,269
+619
| +6% | +$50.1K | 0.11% | 154 |
|
|
2019
Q4 | $880K | Buy |
9,650
+2,173
| +29% | +$198K | 0.11% | 171 |
|
|
2019
Q3 | $717K | Buy |
7,477
+431
| +6% | +$41.3K | 0.1% | 174 |
|
|
2019
Q2 | $622K | Buy |
7,046
+1,398
| +25% | +$123K | 0.09% | 187 |
|
|
2019
Q1 | $508K | Buy |
+5,648
| New | +$508K | 0.08% | 203 |
|