Hudson Valley Investment 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 | $5M | Buy |
42,343
+22,652
| +115% | +$2.67M | 0.55% | 58 |
|
|
2025
Q1 | $2.4M | Buy |
19,691
+3,391
| +21% | +$414K | 0.29% | 74 |
|
|
2024
Q4 | $1.76M | Buy |
16,300
+128
| +0.8% | +$13.8K | 0.2% | 81 |
|
|
2024
Q3 | $1.86M | Sell |
16,172
-6,338
| -28% | -$731K | 0.21% | 81 |
|
|
2024
Q2 | $2.24M | Buy |
22,510
+4,610
| +26% | +$458K | 0.29% | 77 |
|
|
2024
Q1 | $1.73M | Sell |
17,900
-4,610
| -20% | -$446K | 0.21% | 82 |
|
|
2023
Q4 | $2.24M | Sell |
22,510
-9,185
| -29% | -$913K | 0.31% | 76 |
|
|
2023
Q3 | $2.8M | Sell |
31,695
-7,866
| -20% | -$694K | 0.39% | 71 |
|
|
2023
Q2 | $3.55M | Sell |
39,561
-6,735
| -15% | -$604K | 0.48% | 60 |
|
|
2023
Q1 | $4.47M | Sell |
46,296
-9,922
| -18% | -$957K | 0.62% | 52 |
|
|
2022
Q4 | $5.79M | Buy |
56,218
+1,967
| +4% | +$203K | 0.88% | 34 |
|
|
2022
Q3 | $5.05M | Buy |
54,251
+1,428
| +3% | +$133K | 0.81% | 35 |
|
|
2022
Q2 | $5.66M | Buy |
52,823
+2,168
| +4% | +$232K | 0.88% | 34 |
|
|
2022
Q1 | $5.66M | Buy |
50,655
+9,979
| +25% | +$1.11M | 0.76% | 37 |
|
|
2021
Q4 | $4.27M | Buy |
40,676
+779
| +2% | +$81.7K | 0.67% | 48 |
|
|
2021
Q3 | $3.89M | Buy |
39,897
+58
| +0.1% | +$5.66K | 0.67% | 46 |
|
|
2021
Q2 | $3.93M | Sell |
39,839
-575
| -1% | -$56.8K | 0.68% | 43 |
|
|
2021
Q1 | $3.9M | Sell |
40,414
-713
| -2% | -$68.8K | 0.7% | 46 |
|
|
2020
Q4 | $3.77M | Sell |
41,127
-826
| -2% | -$75.6K | 0.72% | 45 |
|
|
2020
Q3 | $3.72M | Sell |
41,953
-5,267
| -11% | -$466K | 0.8% | 42 |
|
|
2020
Q2 | $3.77M | Buy |
47,220
+396
| +0.8% | +$31.6K | 0.88% | 40 |
|
|
2020
Q1 | $3.79M | Buy |
46,824
+2,105
| +5% | +$170K | 1.05% | 35 |
|
|
2019
Q4 | $4.08M | Buy |
44,719
+978
| +2% | +$89.2K | 0.87% | 44 |
|
|
2019
Q3 | $4.19M | Sell |
43,741
-183
| -0.4% | -$17.5K | 0.97% | 40 |
|
|
2019
Q2 | $3.88M | Sell |
43,924
-828
| -2% | -$73.1K | 0.9% | 43 |
|
|
2019
Q1 | $4.03M | Sell |
44,752
-5,894
| -12% | -$531K | 0.98% | 38 |
|
|
2018
Q4 | $4.37M | Buy |
50,646
+20,976
| +71% | +$1.81M | 1.01% | 32 |
|
|
2018
Q3 | $2.37M | Buy |
29,670
+600
| +2% | +$48K | 0.55% | 55 |
|
|
2018
Q2 | $2.3M | Buy |
29,070
+2,274
| +8% | +$180K | 0.57% | 54 |
|
|
2018
Q1 | $2.08M | Buy |
26,796
+1,435
| +6% | +$111K | 0.52% | 57 |
|
|
2017
Q4 | $2.13M | Buy |
25,361
+384
| +2% | +$32.3K | 0.53% | 60 |
|
|
2017
Q3 | $2.1M | Buy |
24,977
+1,000
| +4% | +$83.9K | 0.54% | 56 |
|
|
2017
Q2 | $2M | Buy |
23,977
+3,305
| +16% | +$276K | 0.55% | 58 |
|
|
2017
Q1 | $1.7M | Buy |
20,672
+1,050
| +5% | +$86.1K | 0.47% | 63 |
|
|
2016
Q4 | $1.52M | Buy |
19,622
+2,461
| +14% | +$191K | 0.45% | 66 |
|
|
2016
Q3 | $1.37M | Buy |
17,161
+2,205
| +15% | +$177K | 0.43% | 67 |
|
|
2016
Q2 | $1.28M | Buy |
14,956
+1,165
| +8% | +$99.9K | 0.41% | 69 |
|
|
2016
Q1 | $1.11M | Buy |
13,791
+1,275
| +10% | +$103K | 0.36% | 71 |
|
|
2015
Q4 | $894K | Buy |
12,516
+750
| +6% | +$53.6K | 0.28% | 84 |
|
|
2015
Q3 | $846K | Buy |
11,766
+2,200
| +23% | +$158K | 0.27% | 79 |
|
|
2015
Q2 | $676K | Buy |
9,566
+893
| +10% | +$63.1K | 0.21% | 86 |
|
|
2015
Q1 | $666K | Buy |
8,673
+1,528
| +21% | +$117K | 0.23% | 85 |
|
|
2014
Q4 | $597K | Sell |
7,145
-28
| -0.4% | -$2.34K | 0.24% | 77 |
|
|
2014
Q3 | $536K | Buy |
7,173
+550
| +8% | +$41.1K | 0.23% | 78 |
|
|
2014
Q2 | $491K | Buy |
6,623
+135
| +2% | +$10K | 0.21% | 79 |
|
|
2014
Q1 | $462K | Sell |
6,488
-158
| -2% | -$11.3K | 0.2% | 81 |
|
|
2013
Q4 | $459K | Sell |
6,646
-75
| -1% | -$5.18K | 0.2% | 82 |
|
|
2013
Q3 | $449K | Buy |
6,721
+1,386
| +26% | +$92.6K | 0.22% | 78 |
|
|
2013
Q2 | $360K | Buy |
+5,335
| New | +$360K | 0.17% | 91 |
|