Founders Financial Securities’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 | $217K | Buy |
1,841
+12
| +0.7% | +$1.42K | 0.02% | 468 |
|
|
2025
Q1 | $221K | Buy |
+1,829
| New | +$221K | 0.02% | 431 |
|
|
2020
Q4 | – | Sell |
-7,267
| Closed | -$644K | – | 229 |
|
|
2020
Q3 | $644K | Sell |
7,267
-1,888
| -21% | -$167K | 0.21% | 73 |
|
|
2020
Q2 | $740K | Buy |
9,155
+2,086
| +30% | +$169K | 0.24% | 76 |
|
|
2020
Q1 | $572K | Sell |
7,069
-173
| -2% | -$14K | 0.21% | 65 |
|
|
2019
Q4 | $661K | Buy |
7,242
+21
| +0.3% | +$1.92K | 0.22% | 67 |
|
|
2019
Q3 | $692K | Buy |
7,221
+318
| +5% | +$30.5K | 0.22% | 76 |
|
|
2019
Q2 | $609K | Sell |
6,903
-1,432
| -17% | -$126K | 0.2% | 72 |
|
|
2019
Q1 | $750K | Sell |
8,335
-82
| -1% | -$7.38K | 0.24% | 70 |
|
|
2018
Q4 | $726K | Sell |
8,417
-447
| -5% | -$38.6K | 0.26% | 61 |
|
|
2018
Q3 | $709K | Sell |
8,864
-152
| -2% | -$12.2K | 0.2% | 77 |
|
|
2018
Q2 | $713K | Buy |
9,016
+14
| +0.2% | +$1.11K | 0.22% | 64 |
|
|
2018
Q1 | $697K | Buy |
+9,002
| New | +$697K | 0.23% | 64 |
|