IFP 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 | $2.92M | Buy |
23,662
+531
| +2% | +$65.5K | 0.08% | 267 |
|
|
2025
Q1 | $2.82M | Sell |
23,131
-414
| -2% | -$50.5K | 0.09% | 274 |
|
|
2024
Q4 | $2.54M | Sell |
23,545
-5,166
| -18% | -$557K | 0.08% | 267 |
|
|
2024
Q3 | $3.31M | Sell |
28,711
-12,503
| -30% | -$1.44M | 0.12% | 184 |
|
|
2024
Q2 | $4.13M | Buy |
41,214
+2,821
| +7% | +$283K | 0.16% | 127 |
|
|
2024
Q1 | $3.71M | Buy |
38,393
+16,437
| +75% | +$1.59M | 0.16% | 135 |
|
|
2023
Q4 | $2.13M | Sell |
21,956
-22,113
| -50% | -$2.15M | 0.1% | 225 |
|
|
2023
Q3 | $3.89M | Buy |
44,069
+18,328
| +71% | +$1.62M | 0.17% | 113 |
|
|
2023
Q2 | $2.31M | Sell |
25,741
-4,557
| -15% | -$409K | 0.1% | 227 |
|
|
2023
Q1 | $2.3M | Sell |
30,298
-40,078
| -57% | -$3.05M | 0.1% | 205 |
|
|
2022
Q4 | $5.46M | Buy |
70,376
+22,186
| +46% | +$1.72M | 0.15% | 127 |
|
|
2022
Q3 | $3.74M | Buy |
48,190
+5,533
| +13% | +$429K | 0.1% | 220 |
|
|
2022
Q2 | $3.27M | Hold |
42,657
| – | – | 0.1% | 224 |
|
|
2022
Q1 | $3.27M | Buy |
42,657
+20,492
| +92% | +$1.57M | 0.1% | 224 |
|
|
2021
Q4 | $2.32M | Sell |
22,165
-793
| -3% | -$83.1K | 0.05% | 223 |
|
|
2021
Q3 | $2.24M | Buy |
22,958
+3,663
| +19% | +$358K | 0.04% | 225 |
|
|
2021
Q2 | $1.9M | Buy |
19,295
+1,178
| +7% | +$116K | 0.04% | 250 |
|
|
2021
Q1 | $1.75M | Buy |
18,117
+1,159
| +7% | +$112K | 0.03% | 251 |
|
|
2020
Q4 | $1.55M | Sell |
16,958
-2,227
| -12% | -$203K | 0.06% | 254 |
|
|
2020
Q3 | $1.7M | Buy |
19,185
+523
| +3% | +$46.3K | 0.1% | 194 |
|
|
2020
Q2 | $1.5M | Buy |
18,662
+892
| +5% | +$71.9K | 0.12% | 185 |
|
|
2020
Q1 | $1.44M | Sell |
17,770
-5,593
| -24% | -$454K | 0.15% | 157 |
|
|
2019
Q4 | $2.12M | Sell |
23,363
-4,575
| -16% | -$415K | 0.16% | 156 |
|
|
2019
Q3 | $2.69M | Buy |
+27,938
| New | +$2.69M | 0.18% | 127 |
|
|
2019
Q1 | $984K | Sell |
10,978
-31,098
| -74% | -$2.79M | 0.13% | 163 |
|
|
2018
Q4 | $3.62M | Sell |
42,076
-26,943
| -39% | -$2.32M | 0.22% | 102 |
|
|
2018
Q3 | $5.52M | Buy |
69,019
+2,877
| +4% | +$230K | 0.23% | 97 |
|
|
2018
Q2 | $5.23M | Sell |
66,142
-1,626
| -2% | -$129K | 0.22% | 103 |
|
|
2018
Q1 | $5.7M | Hold |
67,768
| – | – | 0.26% | 84 |
|
|
2017
Q4 | $5.7M | Sell |
67,768
-66,990
| -50% | -$5.63M | 0.26% | 84 |
|
|
2017
Q3 | $11.3M | Buy |
134,758
+2,023
| +2% | +$170K | 0.45% | 39 |
|
|
2017
Q2 | $11.1M | Sell |
132,735
-6,117
| -4% | -$511K | 0.47% | 40 |
|
|
2017
Q1 | $11.4M | Buy |
138,852
+1,835
| +1% | +$150K | 0.5% | 32 |
|
|
2016
Q4 | $10.6M | Buy |
137,017
+33,622
| +33% | +$2.61M | 0.51% | 30 |
|
|
2016
Q3 | $8.28M | Buy |
103,395
+9,478
| +10% | +$759K | 0.43% | 41 |
|
|
2016
Q2 | $8.06M | Buy |
93,917
+82,939
| +756% | +$7.12M | 0.45% | 43 |
|
|
2016
Q1 | $984K | Sell |
10,978
-63,733
| -85% | -$5.71M | 0.13% | 163 |
|
|
2015
Q4 | $5.33M | Buy |
+74,711
| New | +$5.33M | 0.36% | 65 |
|