Focus Partners Advisor Solutions’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 | $3.05M | Sell |
25,846
-93
| -0.4% | -$11K | 0.04% | 204 |
|
|
2025
Q1 | $3.16M | Buy |
25,939
+2,259
| +10% | +$276K | 0.05% | 179 |
|
|
2024
Q4 | $2.55M | Sell |
23,680
-1,268
| -5% | -$137K | 0.04% | 196 |
|
|
2024
Q3 | $2.88M | Buy |
24,948
+1,909
| +8% | +$220K | 0.06% | 147 |
|
|
2024
Q2 | $2.31M | Sell |
23,039
-171
| -0.7% | -$17.1K | 0.06% | 157 |
|
|
2024
Q1 | $2.24M | Buy |
23,210
+11,901
| +105% | +$1.15M | 0.06% | 150 |
|
|
2023
Q4 | $1.1M | Sell |
11,309
-5,764
| -34% | -$559K | 0.05% | 157 |
|
|
2023
Q3 | $1.51M | Buy |
17,073
+7,434
| +77% | +$656K | 0.07% | 130 |
|
|
2023
Q2 | $865K | Buy |
9,639
+5,242
| +119% | +$470K | 0.05% | 153 |
|
|
2023
Q1 | $424K | Buy |
4,397
+511
| +13% | +$49.3K | 0.03% | 225 |
|
|
2022
Q4 | $400K | Sell |
3,886
-8,373
| -68% | -$862K | 0.03% | 221 |
|
|
2022
Q3 | $1.14M | Buy |
12,259
+6,220
| +103% | +$578K | 0.07% | 135 |
|
|
2022
Q2 | $648K | Buy |
6,039
+1,364
| +29% | +$146K | 0.05% | 157 |
|
|
2022
Q1 | $521K | Sell |
4,675
-3,473
| -43% | -$387K | 0.05% | 169 |
|
|
2021
Q4 | $854K | Buy |
+8,148
| New | +$854K | 0.18% | 43 |
|