Gradient Investments’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 | $556K | Buy |
4,711
+1,257
| +36% | +$148K | 0.01% | 286 |
|
|
2025
Q1 | $421K | Buy |
3,454
+1,003
| +41% | +$122K | 0.01% | 261 |
|
|
2024
Q4 | $264K | Buy |
2,451
+3
| +0.1% | +$323 | 0.01% | 268 |
|
|
2024
Q3 | $282K | Buy |
2,448
+22
| +0.9% | +$2.54K | 0.01% | 265 |
|
|
2024
Q2 | $243K | Buy |
2,426
+628
| +35% | +$62.9K | 0.01% | 295 |
|
|
2024
Q1 | $174K | Sell |
1,798
-6,287
| -78% | -$608K | ﹤0.01% | 305 |
|
|
2023
Q4 | $785K | Sell |
8,085
-122
| -1% | -$11.8K | 0.02% | 202 |
|
|
2023
Q3 | $724K | Sell |
8,207
-171
| -2% | -$15.1K | 0.02% | 191 |
|
|
2023
Q2 | $752K | Buy |
8,378
+181
| +2% | +$16.2K | 0.02% | 193 |
|
|
2023
Q1 | $791K | Buy |
8,197
+63
| +0.8% | +$6.08K | 0.02% | 187 |
|
|
2022
Q4 | $838K | Sell |
8,134
-954
| -10% | -$98.2K | 0.03% | 191 |
|
|
2022
Q3 | $845K | Buy |
9,088
+1,428
| +19% | +$133K | 0.03% | 187 |
|
|
2022
Q2 | $821K | Buy |
7,660
+12
| +0.2% | +$1.29K | 0.02% | 190 |
|
|
2022
Q1 | $854K | Buy |
7,648
+764
| +11% | +$85.3K | 0.02% | 185 |
|
|
2021
Q4 | $722K | Buy |
6,884
+478
| +7% | +$50.1K | 0.02% | 183 |
|
|
2021
Q3 | $625K | Sell |
6,406
-731
| -10% | -$71.3K | 0.02% | 194 |
|
|
2021
Q2 | $705K | Buy |
7,137
+237
| +3% | +$23.4K | 0.02% | 183 |
|
|
2021
Q1 | $666K | Sell |
6,900
-113,965
| -94% | -$11M | 0.02% | 183 |
|
|
2020
Q4 | $10.7M | Sell |
120,865
-1,696
| -1% | -$150K | 0.45% | 54 |
|
|
2020
Q3 | $10.9M | Buy |
122,561
+117,055
| +2,126% | +$10.4M | 0.46% | 54 |
|
|
2020
Q2 | $440K | Sell |
5,506
-633
| -10% | -$50.6K | 0.02% | 201 |
|
|
2020
Q1 | $497K | Sell |
6,139
-20,197
| -77% | -$1.64M | 0.03% | 196 |
|
|
2019
Q4 | $2.4M | Buy |
26,336
+2,610
| +11% | +$238K | 0.11% | 121 |
|
|
2019
Q3 | $2.27M | Buy |
23,726
+4,249
| +22% | +$407K | 0.11% | 122 |
|
|
2019
Q2 | $1.72M | Buy |
19,477
+12,491
| +179% | +$1.1M | 0.09% | 130 |
|
|
2019
Q1 | $629K | Buy |
6,986
+1,679
| +32% | +$151K | 0.04% | 169 |
|
|
2018
Q4 | $458K | Buy |
5,307
+395
| +8% | +$34.1K | 0.03% | 185 |
|
|
2018
Q3 | $393K | Buy |
4,912
+803
| +20% | +$64.2K | 0.02% | 209 |
|
|
2018
Q2 | $325K | Buy |
4,109
+129
| +3% | +$10.2K | 0.02% | 210 |
|
|
2018
Q1 | $308K | Sell |
3,980
-68
| -2% | -$5.26K | 0.02% | 212 |
|
|
2017
Q4 | $340K | Sell |
4,048
-189
| -4% | -$15.9K | 0.02% | 217 |
|
|
2017
Q3 | $356K | Buy |
4,237
+373
| +10% | +$31.3K | 0.02% | 198 |
|
|
2017
Q2 | $323K | Sell |
3,864
-2,237
| -37% | -$187K | 0.02% | 190 |
|
|
2017
Q1 | $500K | Buy |
6,101
+133
| +2% | +$10.9K | 0.04% | 130 |
|
|
2016
Q4 | $463K | Buy |
5,968
+2,518
| +73% | +$195K | 0.04% | 130 |
|
|
2016
Q3 | $276K | Buy |
3,450
+705
| +26% | +$56.4K | 0.03% | 168 |
|
|
2016
Q2 | $235K | Sell |
2,745
-63
| -2% | -$5.39K | 0.03% | 171 |
|
|
2016
Q1 | $227K | Sell |
2,808
-645
| -19% | -$52.1K | 0.03% | 167 |
|
|
2015
Q4 | $246K | Sell |
3,453
-1,094
| -24% | -$77.9K | 0.03% | 163 |
|
|
2015
Q3 | $327K | Sell |
4,547
-6
| -0.1% | -$431 | 0.05% | 144 |
|
|
2015
Q2 | $322K | Buy |
4,553
+1,850
| +68% | +$131K | 0.04% | 152 |
|
|
2015
Q1 | $208K | Sell |
2,703
-1,108
| -29% | -$85.3K | 0.03% | 164 |
|
|
2014
Q4 | $318K | Buy |
3,811
+1,035
| +37% | +$86.4K | 0.05% | 149 |
|
|
2014
Q3 | $208K | Hold |
2,776
| – | – | 0.04% | 154 |
|
|
2014
Q2 | $206K | Buy |
2,776
+998
| +56% | +$74.1K | 0.04% | 156 |
|
|
2014
Q1 | $127K | Sell |
1,778
-196
| -10% | -$14K | 0.03% | 164 |
|
|
2013
Q4 | $136K | Buy |
1,974
+631
| +47% | +$43.5K | 0.04% | 173 |
|
|
2013
Q3 | $90K | Sell |
1,343
-764
| -36% | -$51.2K | 0.03% | 155 |
|
|
2013
Q2 | $142K | Buy |
+2,107
| New | +$142K | 0.05% | 116 |
|