Horizon Financial Services’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 | $941K | Hold |
7,973
| – | – | 0.5% | 35 |
|
|
2025
Q1 | $972K | Sell |
7,973
-84
| -1% | -$10.2K | 0.54% | 34 |
|
|
2024
Q4 | $868K | Sell |
8,057
-700
| -8% | -$75.4K | 0.49% | 36 |
|
|
2024
Q3 | $1.01M | Buy |
8,757
+709
| +9% | +$81.7K | 0.6% | 30 |
|
|
2024
Q2 | $807K | Sell |
8,048
-44
| -0.5% | -$4.41K | 0.51% | 33 |
|
|
2024
Q1 | $783K | Buy |
8,092
+4,488
| +125% | +$434K | 0.5% | 33 |
|
|
2023
Q4 | $350K | Sell |
3,604
-134
| -4% | -$13K | 0.25% | 44 |
|
|
2023
Q3 | $330K | Buy |
3,738
+331
| +10% | +$29.2K | 0.26% | 42 |
|
|
2023
Q2 | $306K | Buy |
3,407
+231
| +7% | +$20.7K | 0.25% | 43 |
|
|
2023
Q1 | $306K | Sell |
3,176
-2,016
| -39% | -$194K | 0.26% | 42 |
|
|
2022
Q4 | $535K | Buy |
5,192
+8
| +0.2% | +$824 | 0.46% | 32 |
|
|
2022
Q3 | $482K | Sell |
5,184
-2,222
| -30% | -$207K | 0.43% | 40 |
|
|
2022
Q2 | $794K | Sell |
7,406
-462
| -6% | -$49.5K | 0.61% | 28 |
|
|
2022
Q1 | $879K | Buy |
7,868
+394
| +5% | +$44K | 0.56% | 29 |
|
|
2021
Q4 | $784K | Sell |
7,474
-499
| -6% | -$52.3K | 0.48% | 33 |
|
|
2021
Q3 | $778K | Sell |
7,973
-966
| -11% | -$94.3K | 0.51% | 41 |
|
|
2021
Q2 | $882K | Sell |
8,939
-2,563
| -22% | -$253K | 0.64% | 38 |
|
|
2021
Q1 | $1.11M | Sell |
11,502
-3,187
| -22% | -$308K | 0.97% | 15 |
|
|
2020
Q4 | $1.35M | Sell |
14,689
-176
| -1% | -$16.1K | 1.22% | 13 |
|
|
2020
Q3 | $1.32M | Buy |
+14,865
| New | +$1.32M | 1.28% | 12 |
|