IFG Advisory’s Duke Energy DUK Stock Holding History

IFG Advisory’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.44M	Buy	37,659 +1,495	+4%	+$176K	0.22%	121
2025 Q1	$4.41M	Buy	36,164 +1,744	+5%	+$213K	0.24%	108
2024 Q4	$3.71M	Buy	34,420 +246	+0.7%	+$26.5K	0.21%	126
2024 Q3	$3.94M	Buy	34,174 +1,636	+5%	+$189K	0.25%	121
2024 Q2	$3.26M	Buy	32,538 +2,716	+9%	+$272K	0.21%	122
2024 Q1	$2.88M	Sell	29,822 -5,052	-14%	-$489K	0.22%	131
2023 Q4	$3.38M	Buy	34,874 +1,920	+6%	+$186K	0.25%	116
2023 Q3	$2.91M	Buy	32,954 +2,338	+8%	+$206K	0.24%	107
2023 Q2	$2.75M	Buy	30,616 +3,142	+11%	+$282K	0.24%	119
2023 Q1	$2.65M	Buy	27,474 +2,835	+12%	+$274K	0.25%	96
2022 Q4	$2.54M	Buy	24,639 +185	+0.8%	+$19K	0.25%	96
2022 Q3	$2.27M	Sell	24,454 -1,783	-7%	-$166K	0.21%	109
2022 Q2	$2.81M	Buy	26,237 +1,675	+7%	+$180K	0.3%	73
2022 Q1	$2.74M	Buy	24,562 +19	+0.1%	+$2.12K	0.28%	85
2021 Q4	$2.57M	Buy	24,543 +283	+1%	+$29.7K	0.25%	91
2021 Q3	$2.37M	Buy	24,260 +1,469	+6%	+$143K	0.26%	95
2021 Q2	$2.25M	Buy	22,791 +724	+3%	+$71.4K	0.25%	95
2021 Q1	$2.13M	Buy	22,067 +102	+0.5%	+$9.85K	0.27%	91
2020 Q4	$2.01M	Buy	21,965 +2,654	+14%	+$243K	0.28%	83
2020 Q3	$1.71M	Buy	19,311 +1,290	+7%	+$114K	0.28%	84
2020 Q2	$1.44M	Buy	18,021 +1,023	+6%	+$81.7K	0.26%	95
2020 Q1	$1.37M	Buy	16,998 +1,811	+12%	+$146K	0.31%	81
2019 Q4	$1.39M	Sell	15,187 -1,740	-10%	-$159K	0.25%	103
2019 Q3	$1.62M	Sell	16,927 -457	-3%	-$43.8K	0.31%	91
2019 Q2	$1.53M	Buy	17,384 +2,613	+18%	+$230K	0.27%	78
2019 Q1	$1.33M	Buy	14,771 +275	+2%	+$24.7K	0.25%	88
2018 Q4	$1.25M	Sell	14,496 -3,138	-18%	-$271K	0.29%	79
2018 Q3	$1.41M	Buy	17,634 +1,388	+9%	+$111K	0.27%	89
2018 Q2	$1.28M	Buy	16,246 +1,946	+14%	+$154K	0.26%	88
2018 Q1	$1.11M	Buy	14,300 +439	+3%	+$34K	0.25%	92
2017 Q4	$1.17M	Buy	+13,861	New	+$1.17M	0.26%	87