HighTower 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 | $90.5M | Sell |
766,610
-9,105
| -1% | -$1.07M | 0.11% | 187 |
|
|
2025
Q1 | $94.6M | Buy |
775,715
+13,278
| +2% | +$1.62M | 0.13% | 169 |
|
|
2024
Q4 | $82.1M | Buy |
762,437
+180,939
| +31% | +$19.5M | 0.11% | 187 |
|
|
2024
Q3 | $67M | Buy |
581,498
+74,689
| +15% | +$8.61M | 0.1% | 226 |
|
|
2024
Q2 | $50.9M | Sell |
506,809
-15,249
| -3% | -$1.53M | 0.08% | 252 |
|
|
2024
Q1 | $50.5M | Sell |
522,058
-7,463
| -1% | -$722K | 0.08% | 255 |
|
|
2023
Q4 | $51.4M | Sell |
529,521
-16,880
| -3% | -$1.64M | 0.09% | 238 |
|
|
2023
Q3 | $48.2M | Buy |
546,401
+7,657
| +1% | +$676K | 0.09% | 228 |
|
|
2023
Q2 | $48.3M | Buy |
538,744
+26,940
| +5% | +$2.42M | 0.1% | 220 |
|
|
2023
Q1 | $49.4M | Buy |
511,804
+3,603
| +0.7% | +$347K | 0.11% | 208 |
|
|
2022
Q4 | $52.4M | Buy |
508,201
+58,340
| +13% | +$6.01M | 0.12% | 187 |
|
|
2022
Q3 | $41.8M | Sell |
449,861
-5,706
| -1% | -$531K | 0.11% | 197 |
|
|
2022
Q2 | $48.9M | Buy |
455,567
+1,596
| +0.4% | +$171K | 0.13% | 172 |
|
|
2022
Q1 | $50.7M | Buy |
453,971
+17,061
| +4% | +$1.9M | 0.11% | 190 |
|
|
2021
Q4 | $45.8M | Buy |
436,910
+31,264
| +8% | +$3.28M | 0.1% | 205 |
|
|
2021
Q3 | $39.6M | Buy |
405,646
+10,948
| +3% | +$1.07M | 0.11% | 192 |
|
|
2021
Q2 | $38.9M | Sell |
394,698
-7,608
| -2% | -$751K | 0.11% | 186 |
|
|
2021
Q1 | $38.9M | Buy |
402,306
+4,421
| +1% | +$427K | 0.12% | 169 |
|
|
2020
Q4 | $36.4M | Buy |
397,885
+55,418
| +16% | +$5.07M | 0.15% | 135 |
|
|
2020
Q3 | $30.4M | Buy |
342,467
+5,601
| +2% | +$497K | 0.15% | 146 |
|
|
2020
Q2 | $27M | Sell |
336,866
-6,600
| -2% | -$528K | 0.15% | 152 |
|
|
2020
Q1 | $27.8M | Buy |
343,466
+26,312
| +8% | +$2.13M | 0.18% | 124 |
|
|
2019
Q4 | $28.9M | Sell |
317,154
-34,327
| -10% | -$3.13M | 0.17% | 136 |
|
|
2019
Q3 | $33.7M | Buy |
351,481
+14,008
| +4% | +$1.35M | 0.18% | 118 |
|
|
2019
Q2 | $29.8M | Buy |
337,473
+49,848
| +17% | +$4.4M | 0.18% | 125 |
|
|
2019
Q1 | $25.9M | Sell |
287,625
-4,620
| -2% | -$417K | 0.17% | 122 |
|
|
2018
Q4 | $25.2M | Buy |
292,245
+10,870
| +4% | +$938K | 0.19% | 113 |
|
|
2018
Q3 | $22.5M | Sell |
281,375
-220
| -0.1% | -$17.6K | 0.16% | 132 |
|
|
2018
Q2 | $22.3M | Buy |
281,595
+4,285
| +2% | +$339K | 0.17% | 121 |
|
|
2018
Q1 | $21.5M | Buy |
277,310
+7,005
| +3% | +$543K | 0.18% | 124 |
|
|
2017
Q4 | $22.7M | Buy |
270,305
+19,289
| +8% | +$1.62M | 0.19% | 118 |
|
|
2017
Q3 | $21.1M | Buy |
251,016
+14,329
| +6% | +$1.2M | 0.18% | 120 |
|
|
2017
Q2 | $19.8M | Buy |
236,687
+17,934
| +8% | +$1.5M | 0.18% | 124 |
|
|
2017
Q1 | $17.9M | Buy |
218,753
+22,068
| +11% | +$1.81M | 0.17% | 122 |
|
|
2016
Q4 | $15.3M | Buy |
196,685
+11,793
| +6% | +$916K | 0.17% | 124 |
|
|
2016
Q3 | $14.8M | Buy |
184,892
+3,598
| +2% | +$288K | 0.17% | 124 |
|
|
2016
Q2 | $15.5M | Sell |
181,294
-19,820
| -10% | -$1.7M | 0.2% | 109 |
|
|
2016
Q1 | $16.2M | Buy |
201,114
+14,407
| +8% | +$1.16M | 0.05% | 111 |
|
|
2015
Q4 | $13.3M | Buy |
186,707
+16,152
| +9% | +$1.15M | 0.16% | 139 |
|
|
2015
Q3 | $12.3M | Sell |
170,555
-6,459
| -4% | -$465K | 0.16% | 143 |
|
|
2015
Q2 | $12.5M | Buy |
177,014
+5,090
| +3% | +$360K | 0.2% | 108 |
|
|
2015
Q1 | $13.2M | Buy |
171,924
+43,204
| +34% | +$3.32M | 0.2% | 110 |
|
|
2014
Q4 | $10.8M | Buy |
128,720
+14,893
| +13% | +$1.24M | 0.16% | 137 |
|
|
2014
Q3 | $8.51M | Buy |
113,827
+20,293
| +22% | +$1.52M | 0.14% | 161 |
|
|
2014
Q2 | $6.94M | Buy |
93,534
+2,913
| +3% | +$216K | 0.12% | 191 |
|
|
2014
Q1 | $6.44M | Buy |
90,621
+291
| +0.3% | +$20.7K | 0.13% | 191 |
|
|
2013
Q4 | $6.23M | Buy |
90,330
+43,324
| +92% | +$2.99M | 0.13% | 193 |
|
|
2013
Q3 | $3.14M | Buy |
47,006
+841
| +2% | +$56.2K | 0.08% | 281 |
|
|
2013
Q2 | $3.12M | Buy |
+46,165
| New | +$3.12M | 0.08% | 270 |
|