GHP 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 | $121K | Buy |
1,028
+508
| +98% | +$59.9K | 0.01% | 418 |
|
|
2025
Q1 | $63.4K | Sell |
520
-54
| -9% | -$6.59K | ﹤0.01% | 479 |
|
|
2024
Q4 | $61.9K | Sell |
574
-30
| -5% | -$3.23K | ﹤0.01% | 484 |
|
|
2024
Q3 | $69.7K | Buy |
604
+20
| +3% | +$2.31K | ﹤0.01% | 480 |
|
|
2024
Q2 | $58.5K | Buy |
584
+10
| +2% | +$1K | ﹤0.01% | 486 |
|
|
2024
Q1 | $55.5K | Hold |
574
| – | – | ﹤0.01% | 487 |
|
|
2023
Q4 | $55.7K | Buy |
574
+3
| +0.5% | +$291 | ﹤0.01% | 475 |
|
|
2023
Q3 | $50.6K | Buy |
571
+188
| +49% | +$16.7K | ﹤0.01% | 491 |
|
|
2023
Q2 | $35.9K | Sell |
383
-1,971
| -84% | -$185K | ﹤0.01% | 524 |
|
|
2023
Q1 | $227K | Sell |
2,354
-76
| -3% | -$7.33K | 0.01% | 358 |
|
|
2022
Q4 | $250K | Buy |
2,430
+329
| +16% | +$33.9K | 0.02% | 353 |
|
|
2022
Q3 | $195K | Sell |
2,101
-183
| -8% | -$17K | 0.02% | 357 |
|
|
2022
Q2 | $245K | Sell |
2,284
-179
| -7% | -$19.2K | 0.02% | 336 |
|
|
2022
Q1 | $275K | Buy |
+2,463
| New | +$275K | 0.02% | 327 |
|