HBK Sorce Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.56M | Buy |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.08M | Buy |
|
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $981K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $718K | Sell |
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|
2022
Q1 | $760K | Sell |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $684K | Sell |
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|
2021
Q2 | $789K | Sell |
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|
2021
Q1 | $781K | Sell |
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|
2020
Q4 | $765K | Buy |
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|
2020
Q3 | $717K | Buy |
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|
2020
Q2 | $630K | Buy |
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|
2020
Q1 | $620K | Sell |
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|
2019
Q4 | $765K | Buy |
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|
2019
Q3 | $780K | Sell |
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|
2019
Q2 | $799K | Buy |
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|
2019
Q1 | $780K | Buy |
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|
2018
Q4 | $721K | Sell |
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|
2018
Q3 | $673K | Buy |
|
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|
2018
Q2 | $659K | Sell |
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|
2018
Q1 | $659K | Sell |
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|
2017
Q4 | $776K | Buy |
|
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|
2017
Q3 | $725K | Sell |
|
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|
2017
Q2 | $811K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $721K | Buy |
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|
2016
Q3 | $612K | Buy |
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|
2016
Q2 | $621K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $410K | Buy |
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|
2014
Q1 | $381K | Sell |
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|
2013
Q4 | $405K | Buy |
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|
2013
Q3 | $382K | Buy |
|