Forvis Mazars Wealth Advisors’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 | $2.26M | Sell |
19,136
-189
| -1% | -$22.3K | 0.05% | 148 |
|
|
2025
Q1 | $2.36M | Sell |
19,325
-2,294
| -11% | -$280K | 0.06% | 139 |
|
|
2024
Q4 | $2.33M | Sell |
21,619
-549
| -2% | -$59.2K | 0.05% | 148 |
|
|
2024
Q3 | $2.56M | Buy |
22,168
+632
| +3% | +$72.9K | 0.06% | 150 |
|
|
2024
Q2 | $2.16M | Sell |
21,536
-129
| -0.6% | -$12.9K | 0.05% | 153 |
|
|
2024
Q1 | $2.1M | Sell |
21,665
-319
| -1% | -$30.9K | 0.05% | 157 |
|
|
2023
Q4 | $2.13M | Sell |
21,984
-3,731
| -15% | -$362K | 0.06% | 149 |
|
|
2023
Q3 | $2.27M | Buy |
25,715
+2,848
| +12% | +$251K | 0.07% | 138 |
|
|
2023
Q2 | $2.05M | Buy |
22,867
+136
| +0.6% | +$12.2K | 0.06% | 160 |
|
|
2023
Q1 | $2.19M | Buy |
22,731
+2,939
| +15% | +$284K | 0.07% | 141 |
|
|
2022
Q4 | $2.04M | Sell |
19,792
-414
| -2% | -$42.6K | 0.07% | 142 |
|
|
2022
Q3 | $1.88M | Sell |
20,206
-664
| -3% | -$61.7K | 0.08% | 143 |
|
|
2022
Q2 | $2.24M | Buy |
20,870
+15,631
| +298% | +$1.68M | 0.09% | 118 |
|
|
2022
Q1 | $585K | Buy |
5,239
+1,550
| +42% | +$173K | 0.02% | 179 |
|
|
2021
Q4 | $387K | Buy |
3,689
+216
| +6% | +$22.7K | 0.02% | 201 |
|
|
2021
Q3 | $339K | Buy |
3,473
+647
| +23% | +$63.2K | 0.02% | 211 |
|
|
2021
Q2 | $279K | Sell |
2,826
-1,335
| -32% | -$132K | 0.01% | 227 |
|
|
2021
Q1 | $402K | Sell |
4,161
-1,432
| -26% | -$138K | 0.02% | 189 |
|
|
2020
Q4 | $512K | Buy |
5,593
+1,486
| +36% | +$136K | 0.03% | 222 |
|
|
2020
Q3 | $364K | Buy |
4,107
+37
| +0.9% | +$3.28K | 0.02% | 240 |
|
|
2020
Q2 | $325K | Sell |
4,070
-115
| -3% | -$9.18K | 0.02% | 241 |
|
|
2020
Q1 | $338K | Buy |
4,185
+1,328
| +46% | +$107K | 0.03% | 212 |
|
|
2019
Q4 | $261K | Buy |
2,857
+431
| +18% | +$39.4K | 0.02% | 252 |
|
|
2019
Q3 | $233K | Hold |
2,426
| – | – | 0.02% | 241 |
|
|
2019
Q2 | $214K | Sell |
2,426
-583
| -19% | -$51.4K | 0.02% | 245 |
|
|
2019
Q1 | $271K | Sell |
3,009
-345
| -10% | -$31.1K | 0.02% | 218 |
|
|
2018
Q4 | $289K | Sell |
3,354
-559
| -14% | -$48.2K | 0.03% | 181 |
|
|
2018
Q3 | $313K | Buy |
3,913
+1,275
| +48% | +$102K | 0.03% | 190 |
|
|
2018
Q2 | $209K | Sell |
2,638
-1,128
| -30% | -$89.4K | 0.02% | 221 |
|
|
2018
Q1 | $292K | Sell |
3,766
-833
| -18% | -$64.6K | 0.03% | 198 |
|
|
2017
Q4 | $387K | Sell |
4,599
-190
| -4% | -$16K | 0.04% | 177 |
|
|
2017
Q3 | $402K | Buy |
4,789
+163
| +4% | +$13.7K | 0.04% | 151 |
|
|
2017
Q2 | $387K | Buy |
4,626
+115
| +3% | +$9.62K | 0.04% | 156 |
|
|
2017
Q1 | $370K | Sell |
4,511
-31
| -0.7% | -$2.54K | 0.05% | 150 |
|
|
2016
Q4 | $353K | Buy |
4,542
+1,410
| +45% | +$110K | 0.05% | 143 |
|
|
2016
Q3 | $251K | Sell |
3,132
-206
| -6% | -$16.5K | 0.04% | 167 |
|
|
2016
Q2 | $286K | Buy |
3,338
+14
| +0.4% | +$1.2K | 0.04% | 145 |
|
|
2016
Q1 | $268K | Sell |
3,324
-259
| -7% | -$20.9K | 0.04% | 151 |
|
|
2015
Q4 | $256K | Sell |
3,583
-226
| -6% | -$16.1K | 0.04% | 158 |
|
|
2015
Q3 | $274K | Buy |
3,809
+224
| +6% | +$16.1K | 0.05% | 148 |
|
|
2015
Q2 | $253K | Buy |
3,585
+62
| +2% | +$4.38K | 0.04% | 157 |
|
|
2015
Q1 | $270K | Buy |
3,523
+152
| +5% | +$11.6K | 0.04% | 155 |
|
|
2014
Q4 | $282K | Buy |
3,371
+324
| +11% | +$27.1K | 0.05% | 130 |
|
|
2014
Q3 | $228K | Sell |
3,047
-50
| -2% | -$3.74K | 0.04% | 127 |
|
|
2014
Q2 | $230K | Sell |
3,097
-1,458
| -32% | -$108K | 0.04% | 130 |
|
|
2014
Q1 | $325K | Sell |
4,555
-1
| -0% | -$71 | 0.06% | 122 |
|
|
2013
Q4 | $314K | Buy |
4,556
+136
| +3% | +$9.37K | 0.06% | 123 |
|
|
2013
Q3 | $295K | Buy |
+4,420
| New | +$295K | 0.06% | 123 |
|