Frontier Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.58M | Buy |
33,383
+12,479
| +60% | +$1.34M | 0.26% | 87 |
|
|
2022
Q1 | $2.41M | Buy |
20,904
+6,377
| +44% | +$736K | 0.03% | 100 |
|
|
2021
Q4 | $1.52M | Buy |
14,527
+992
| +7% | +$104K | 0.1% | 143 |
|
|
2021
Q3 | $1.32M | Buy |
13,535
+1,987
| +17% | +$194K | 0.09% | 153 |
|
|
2021
Q2 | $1.14M | Buy |
11,548
+1,124
| +11% | +$111K | 0.08% | 165 |
|
|
2021
Q1 | $1.01M | Sell |
10,424
-1,679
| -14% | -$162K | 0.08% | 163 |
|
|
2020
Q4 | $1.11M | Sell |
12,103
-50
| -0.4% | -$4.58K | 0.09% | 148 |
|
|
2020
Q3 | $1.08M | Buy |
12,153
+470
| +4% | +$41.6K | 0.1% | 143 |
|
|
2020
Q2 | $933K | Buy |
11,683
+3,219
| +38% | +$257K | 0.09% | 151 |
|
|
2020
Q1 | $685K | Buy |
8,464
+765
| +10% | +$61.9K | 0.11% | 153 |
|
|
2019
Q4 | $702K | Sell |
7,699
-348
| -4% | -$31.7K | 0.11% | 139 |
|
|
2019
Q3 | $771K | Buy |
8,047
+500
| +7% | +$47.9K | 0.11% | 147 |
|
|
2019
Q2 | $666K | Buy |
7,547
+186
| +3% | +$16.4K | 0.1% | 158 |
|
|
2019
Q1 | $662K | Sell |
7,361
-216
| -3% | -$19.4K | 0.09% | 184 |
|
|
2018
Q4 | $654K | Buy |
7,577
+202
| +3% | +$17.4K | 0.1% | 172 |
|
|
2018
Q3 | $590K | Buy |
7,375
+575
| +8% | +$46K | 0.06% | 206 |
|
|
2018
Q2 | $538K | Sell |
6,800
-689
| -9% | -$54.5K | 0.08% | 208 |
|
|
2018
Q1 | $580K | Buy |
7,489
+2,066
| +38% | +$160K | 0.08% | 207 |
|
|
2017
Q4 | $456K | Sell |
5,423
-1,099
| -17% | -$92.4K | 0.07% | 217 |
|
|
2017
Q3 | $547K | Buy |
6,522
+31
| +0.5% | +$2.6K | 0.08% | 222 |
|
|
2017
Q2 | $543K | Sell |
6,491
-290
| -4% | -$24.3K | 0.08% | 210 |
|
|
2017
Q1 | $556K | Buy |
6,781
+1
| +0% | +$82 | 0.09% | 213 |
|
|
2016
Q4 | $526K | Sell |
6,780
-24
| -0.4% | -$1.86K | 0.09% | 208 |
|
|
2016
Q3 | $545K | Sell |
6,804
-207
| -3% | -$16.6K | 0.08% | 193 |
|
|
2016
Q2 | $602K | Hold |
7,011
| – | – | 0.1% | 183 |
|
|
2016
Q1 | $566K | Buy |
7,011
+352
| +5% | +$28.4K | 0.05% | 190 |
|
|
2015
Q4 | $475K | Sell |
6,659
-110
| -2% | -$7.85K | 0.08% | 203 |
|
|
2015
Q3 | $487K | Buy |
6,769
+1,198
| +22% | +$86.2K | 0.08% | 210 |
|
|
2015
Q2 | $393K | Buy |
5,571
+1,359
| +32% | +$95.9K | 0.06% | 227 |
|
|
2015
Q1 | $323K | Buy |
4,212
+474
| +13% | +$36.3K | 0.05% | 220 |
|
|
2014
Q4 | $312K | Buy |
+3,738
| New | +$312K | 0.06% | 185 |
|