Glen Eagle 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 | $715K | Buy |
6,058
+318
| +6% | +$37.5K | 0.11% | 121 |
|
|
2025
Q1 | $700K | Sell |
5,740
-48
| -0.8% | -$5.86K | 0.12% | 119 |
|
|
2024
Q4 | $624K | Buy |
5,788
+36
| +0.6% | +$3.88K | 0.1% | 125 |
|
|
2024
Q3 | $663K | Sell |
5,752
-162
| -3% | -$18.7K | 0.11% | 124 |
|
|
2024
Q2 | $593K | Buy |
5,914
+217
| +4% | +$21.8K | 0.11% | 125 |
|
|
2024
Q1 | $551K | Sell |
5,697
-335
| -6% | -$32.4K | 0.1% | 138 |
|
|
2023
Q4 | $585K | Sell |
6,032
-138
| -2% | -$13.4K | 0.12% | 125 |
|
|
2023
Q3 | $545K | Sell |
6,170
-522
| -8% | -$46.1K | 0.13% | 128 |
|
|
2023
Q2 | $600K | Sell |
6,692
-446
| -6% | -$40K | 0.14% | 125 |
|
|
2023
Q1 | $689K | Buy |
7,138
+31
| +0.4% | +$2.99K | 0.17% | 108 |
|
|
2022
Q4 | $732K | Sell |
7,107
-84
| -1% | -$8.65K | 0.2% | 96 |
|
|
2022
Q3 | $669K | Sell |
7,191
-136
| -2% | -$12.7K | 0.19% | 101 |
|
|
2022
Q2 | $786K | Buy |
7,327
+313
| +4% | +$33.6K | 0.21% | 94 |
|
|
2022
Q1 | $783K | Buy |
7,014
+62
| +0.9% | +$6.92K | 0.2% | 103 |
|
|
2021
Q4 | $729K | Buy |
6,952
+118
| +2% | +$12.4K | 0.19% | 114 |
|
|
2021
Q3 | $667K | Buy |
6,834
+201
| +3% | +$19.6K | 0.19% | 118 |
|
|
2021
Q2 | $655K | Sell |
6,633
-31
| -0.5% | -$3.06K | 0.2% | 107 |
|
|
2021
Q1 | $643K | Buy |
6,664
+37
| +0.6% | +$3.57K | 0.22% | 102 |
|
|
2020
Q4 | $607K | Sell |
6,627
-280
| -4% | -$25.6K | 0.24% | 89 |
|
|
2020
Q3 | $612K | Buy |
6,907
+480
| +7% | +$42.5K | 0.27% | 80 |
|
|
2020
Q2 | $513K | Buy |
6,427
+3,632
| +130% | +$290K | 0.26% | 83 |
|
|
2020
Q1 | $226K | Sell |
2,795
-1,284
| -31% | -$104K | 0.16% | 117 |
|
|
2019
Q4 | $372K | Buy |
4,079
+736
| +22% | +$67.1K | 0.2% | 105 |
|
|
2019
Q3 | $321K | Buy |
3,343
+750
| +29% | +$71.9K | 0.21% | 98 |
|
|
2019
Q2 | $229K | Buy |
2,593
+1
| +0% | +$88 | 0.16% | 127 |
|
|
2019
Q1 | $233K | Buy |
2,592
+198
| +8% | +$17.8K | 0.17% | 124 |
|
|
2018
Q4 | $207K | Buy |
2,394
+1
| +0% | +$86 | 0.17% | 124 |
|
|
2018
Q3 | $191K | Sell |
2,393
-124
| -5% | -$9.92K | 0.14% | 147 |
|
|
2018
Q2 | $199K | Sell |
2,517
-149
| -6% | -$11.8K | 0.16% | 137 |
|
|
2018
Q1 | $207K | Hold |
2,666
| – | – | 0.17% | 131 |
|
|
2017
Q4 | $224K | Buy |
2,666
+646
| +32% | +$54.3K | 0.19% | 124 |
|
|
2017
Q3 | $170K | Buy |
2,020
+1,330
| +193% | +$112K | 0.16% | 141 |
|
|
2017
Q2 | $57.6K | Buy |
690
+3
| +0.4% | +$251 | 0.05% | 208 |
|
|
2017
Q1 | $56.3K | Buy |
687
+4
| +0.6% | +$328 | 0.05% | 195 |
|
|
2016
Q4 | $53K | Buy |
+683
| New | +$53K | 0.05% | 194 |
|