Foundations Investment 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 | $2.15M | Sell |
18,182
-490
| -3% | -$57.8K | 0.03% | 304 |
|
|
2025
Q1 | $2.28M | Sell |
18,672
-567
| -3% | -$69.2K | 0.04% | 278 |
|
|
2024
Q4 | $2.07M | Buy |
19,239
+2,237
| +13% | +$241K | 0.04% | 283 |
|
|
2024
Q3 | $1.96M | Buy |
17,002
+3,656
| +27% | +$422K | 0.04% | 271 |
|
|
2024
Q2 | $1.34M | Buy |
13,346
+1,736
| +15% | +$174K | 0.03% | 289 |
|
|
2024
Q1 | $1.12M | Sell |
11,610
-531
| -4% | -$51.4K | 0.03% | 305 |
|
|
2023
Q4 | $1.19M | Buy |
12,141
+1,724
| +17% | +$169K | 0.03% | 284 |
|
|
2023
Q3 | $919K | Sell |
10,417
-1,136
| -10% | -$100K | 0.03% | 294 |
|
|
2023
Q2 | $1.04M | Sell |
11,553
-2,228
| -16% | -$200K | 0.03% | 259 |
|
|
2023
Q1 | $1.33M | Buy |
13,781
+1,993
| +17% | +$192K | 0.05% | 203 |
|
|
2022
Q4 | $1.21M | Buy |
11,788
+3,627
| +44% | +$374K | 0.05% | 186 |
|
|
2022
Q3 | $759K | Buy |
8,161
+1,857
| +29% | +$173K | 0.03% | 197 |
|
|
2022
Q2 | $678K | Buy |
6,304
+1,507
| +31% | +$162K | 0.03% | 187 |
|
|
2022
Q1 | $551K | Buy |
4,797
+699
| +17% | +$80.3K | 0.02% | 180 |
|
|
2021
Q4 | $425K | Buy |
4,098
+1,177
| +40% | +$122K | 0.02% | 221 |
|
|
2021
Q3 | $293K | Buy |
2,921
+282
| +11% | +$28.3K | 0.01% | 254 |
|
|
2021
Q2 | $266K | Buy |
2,639
+248
| +10% | +$25K | 0.01% | 252 |
|
|
2021
Q1 | $234K | Buy |
+2,391
| New | +$234K | 0.01% | 199 |
|