Hummer Financial Advisory 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 | $528K | Hold |
4,474
| – | – | 0.4% | 53 |
|
|
2025
Q1 | $546K | Hold |
4,474
| – | – | 0.44% | 44 |
|
|
2024
Q4 | $482K | Hold |
4,474
| – | – | 0.38% | 53 |
|
|
2024
Q3 | $516K | Hold |
4,474
| – | – | 0.41% | 50 |
|
|
2024
Q2 | $448K | Sell |
4,474
-133
| -3% | -$13.3K | 0.39% | 53 |
|
|
2024
Q1 | $446K | Buy |
4,607
+133
| +3% | +$12.9K | 0.37% | 51 |
|
|
2023
Q4 | $434K | Hold |
4,474
| – | – | 0.4% | 54 |
|
|
2023
Q3 | $395K | Hold |
4,474
| – | – | 0.4% | 54 |
|
|
2023
Q2 | $401K | Hold |
4,474
| – | – | 0.39% | 57 |
|
|
2023
Q1 | $432K | Sell |
4,474
-126
| -3% | -$12.2K | 0.46% | 52 |
|
|
2022
Q4 | $474K | Hold |
4,600
| – | – | 0.52% | 45 |
|
|
2022
Q3 | $428K | Sell |
4,600
-124
| -3% | -$11.5K | 0.5% | 45 |
|
|
2022
Q2 | $506K | Hold |
4,724
| – | – | 0.57% | 41 |
|
|
2022
Q1 | $527K | Buy |
4,724
+249
| +6% | +$27.8K | 0.48% | 45 |
|
|
2021
Q4 | $469K | Sell |
4,475
-721
| -14% | -$75.6K | 0.4% | 57 |
|
|
2021
Q3 | $507K | Hold |
5,196
| – | – | 0.47% | 49 |
|
|
2021
Q2 | $513K | Hold |
5,196
| – | – | 0.47% | 50 |
|
|
2021
Q1 | $502K | Buy |
5,196
+133
| +3% | +$12.8K | 0.49% | 48 |
|
|
2020
Q4 | $464K | Sell |
5,063
-232
| -4% | -$21.3K | 0.49% | 49 |
|
|
2020
Q3 | $469K | Sell |
5,295
-100
| -2% | -$8.86K | 0.55% | 45 |
|
|
2020
Q2 | $431K | Buy |
5,395
+133
| +3% | +$10.6K | 0.55% | 44 |
|
|
2020
Q1 | $426K | Buy |
5,262
+350
| +7% | +$28.3K | 0.64% | 42 |
|
|
2019
Q4 | $448K | Buy |
+4,912
| New | +$448K | 0.48% | 56 |
|