Founders Financial Alliance’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 | $6.58M | Buy |
55,747
+232
| +0.4% | +$27.4K | 1.5% | 10 |
|
|
2025
Q1 | $6.77M | Buy |
55,515
+1,267
| +2% | +$155K | 1.64% | 6 |
|
|
2024
Q4 | $5.84M | Sell |
54,248
-2,349
| -4% | -$253K | 1.61% | 9 |
|
|
2024
Q3 | $6.53M | Buy |
56,597
+572
| +1% | +$66K | 1.82% | 7 |
|
|
2024
Q2 | $5.62M | Buy |
56,025
+1,891
| +3% | +$190K | 1.67% | 8 |
|
|
2024
Q1 | $5.24M | Buy |
54,134
+2,164
| +4% | +$209K | 1.57% | 8 |
|
|
2023
Q4 | $5.04M | Sell |
51,970
-2,832
| -5% | -$275K | 1.96% | 6 |
|
|
2023
Q3 | $4.84M | Buy |
54,802
+2,833
| +5% | +$250K | 2.11% | 5 |
|
|
2023
Q2 | $4.66M | Buy |
51,969
+4,904
| +10% | +$440K | 1.84% | 6 |
|
|
2023
Q1 | $4.56M | Sell |
47,065
-4,574
| -9% | -$443K | 2.28% | 3 |
|
|
2022
Q4 | $5.32M | Buy |
51,639
+1,397
| +3% | +$144K | 2.44% | 4 |
|
|
2022
Q3 | $4.67M | Buy |
50,242
+23,805
| +90% | +$2.21M | 2.38% | 4 |
|
|
2022
Q2 | $2.83M | Sell |
26,437
-22,691
| -46% | -$2.43M | 1.44% | 9 |
|
|
2022
Q1 | $5.49M | Buy |
49,128
+1,245
| +3% | +$139K | 2.44% | 4 |
|
|
2021
Q4 | $5.02M | Buy |
47,883
+612
| +1% | +$64.2K | 2.02% | 4 |
|
|
2021
Q3 | $4.61M | Sell |
47,271
-313
| -0.7% | -$30.5K | 2.16% | 4 |
|
|
2021
Q2 | $4.69M | Sell |
47,584
-92
| -0.2% | -$9.08K | 2.13% | 6 |
|
|
2021
Q1 | $4.77M | Buy |
47,676
+964
| +2% | +$96.5K | 2.35% | 4 |
|
|
2020
Q4 | $4.28M | Sell |
46,712
-78
| -0.2% | -$7.14K | 2.42% | 5 |
|
|
2020
Q3 | $4.22M | Buy |
+46,790
| New | +$4.22M | 2.52% | 3 |
|