Heron Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.05M | Buy |
11,684
+45
| +0.4% | +$4.04K | 0.57% | 40 |
|
|
2023
Q1 | $1.12M | Buy |
11,639
+1,581
| +16% | +$153K | 0.62% | 38 |
|
|
2022
Q4 | $1.04M | Buy |
10,058
+44
| +0.4% | +$4.54K | 0.69% | 32 |
|
|
2022
Q3 | $931K | Sell |
10,014
-5
| -0% | -$465 | 0.58% | 38 |
|
|
2022
Q2 | $1.07M | Buy |
10,019
+65
| +0.7% | +$6.97K | 0.65% | 34 |
|
|
2022
Q1 | $1.11M | Buy |
9,954
+160
| +2% | +$17.9K | 0.58% | 39 |
|
|
2021
Q4 | $1.01M | Buy |
9,794
+394
| +4% | +$40.8K | 0.55% | 41 |
|
|
2021
Q3 | $917K | Buy |
9,400
+245
| +3% | +$23.9K | 0.51% | 43 |
|
|
2021
Q2 | $904K | Buy |
9,155
+863
| +10% | +$85.2K | 0.52% | 45 |
|
|
2021
Q1 | $798K | Buy |
8,292
+233
| +3% | +$22.4K | 0.48% | 45 |
|
|
2020
Q4 | $724K | Buy |
8,059
+206
| +3% | +$18.5K | 0.5% | 50 |
|
|
2020
Q3 | $720K | Buy |
7,853
+1,282
| +20% | +$118K | 0.58% | 44 |
|
|
2020
Q2 | $534K | Sell |
6,571
-170
| -3% | -$13.8K | 0.48% | 51 |
|
|
2020
Q1 | $610K | Buy |
6,741
+131
| +2% | +$11.9K | 0.63% | 44 |
|
|
2019
Q4 | $641K | Buy |
+6,610
| New | +$641K | 0.53% | 48 |
|