Horizon Investment 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 | $326K | Buy |
2,760
+1
| +0% | +$118 | 0.14% | 90 |
|
|
2025
Q1 | $337K | Sell |
2,759
-52
| -2% | -$6.34K | 0.16% | 85 |
|
|
2024
Q4 | $303K | Sell |
2,811
-1,208
| -30% | -$130K | 0.13% | 101 |
|
|
2024
Q3 | $463K | Sell |
4,019
-767
| -16% | -$88.5K | 0.2% | 80 |
|
|
2024
Q2 | $480K | Sell |
4,786
-29
| -0.6% | -$2.91K | 0.23% | 75 |
|
|
2024
Q1 | $466K | Buy |
4,815
+908
| +23% | +$87.8K | 0.23% | 76 |
|
|
2023
Q4 | $379K | Hold |
3,907
| – | – | 0.2% | 80 |
|
|
2023
Q3 | $345K | Hold |
3,907
| – | – | 0.21% | 79 |
|
|
2023
Q2 | $351K | Sell |
3,907
-4,918
| -56% | -$441K | 0.21% | 75 |
|
|
2023
Q1 | $851K | Sell |
8,825
-764
| -8% | -$73.7K | 0.55% | 51 |
|
|
2022
Q4 | $988K | Sell |
9,589
-6
| -0.1% | -$618 | 0.72% | 43 |
|
|
2022
Q3 | $893K | Buy |
9,595
+21
| +0.2% | +$1.95K | 0.65% | 44 |
|
|
2022
Q2 | $1.03M | Buy |
9,574
+145
| +2% | +$15.6K | 0.68% | 41 |
|
|
2022
Q1 | $1.05M | Sell |
9,429
-161
| -2% | -$18K | 0.55% | 51 |
|
|
2021
Q4 | $1.01M | Sell |
9,590
-20
| -0.2% | -$2.1K | 0.46% | 58 |
|
|
2021
Q3 | $938K | Buy |
9,610
+59
| +0.6% | +$5.76K | 0.46% | 58 |
|
|
2021
Q2 | $943K | Buy |
9,551
+214
| +2% | +$21.1K | 0.46% | 57 |
|
|
2021
Q1 | $901K | Sell |
9,337
-335
| -3% | -$32.3K | 0.48% | 57 |
|
|
2020
Q4 | $886K | Sell |
9,672
-179
| -2% | -$16.4K | 0.54% | 51 |
|
|
2020
Q3 | $872K | Sell |
9,851
-1,236
| -11% | -$109K | 0.58% | 49 |
|
|
2020
Q2 | $886K | Sell |
11,087
-606
| -5% | -$48.4K | 0.62% | 48 |
|
|
2020
Q1 | $946K | Buy |
11,693
+114
| +1% | +$9.22K | 0.84% | 34 |
|
|
2019
Q4 | $1.06M | Sell |
11,579
-1,883
| -14% | -$172K | 0.7% | 43 |
|
|
2019
Q3 | $1.29M | Buy |
+13,462
| New | +$1.29M | 0.86% | 38 |
|