IAA
Independent Advisor Alliance’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
135,282
+223
| +0.2% | +$26.3K | 0.46% | 32 |
|
|
2025
Q1 | $16.5M | Buy |
135,059
+1,191
| +0.9% | +$145K | 0.54% | 30 |
|
|
2024
Q4 | $14.4M | Buy |
133,868
+16,070
| +14% | +$1.73M | 0.19% | 115 |
|
|
2024
Q3 | $13.6M | Buy |
117,798
+1,024
| +0.9% | +$118K | 0.49% | 34 |
|
|
2024
Q2 | $11.7M | Sell |
116,774
-5,934
| -5% | -$595K | 0.4% | 41 |
|
|
2024
Q1 | $11.9M | Buy |
122,708
+2,597
| +2% | +$251K | 0.43% | 42 |
|
|
2023
Q4 | $11.7M | Sell |
120,111
-1,245
| -1% | -$121K | 0.42% | 39 |
|
|
2023
Q3 | $10.7M | Buy |
121,356
+2,580
| +2% | +$228K | 0.48% | 40 |
|
|
2023
Q2 | $10.7M | Buy |
118,776
+64
| +0.1% | +$5.74K | 0.47% | 41 |
|
|
2023
Q1 | $11.5M | Sell |
118,712
-3,106
| -3% | -$300K | 0.55% | 37 |
|
|
2022
Q4 | $12.5K | Sell |
121,818
-647
| -0.5% | -$67 | ﹤0.01% | 163 |
|
|
2022
Q3 | $11.4M | Sell |
122,465
-37,912
| -24% | -$3.53M | 0.66% | 32 |
|
|
2022
Q2 | $17.2M | Buy |
160,377
+13,703
| +9% | +$1.47M | 0.96% | 18 |
|
|
2022
Q1 | $16.4M | Sell |
146,674
-18,298
| -11% | -$2.04M | 0.79% | 27 |
|
|
2021
Q4 | $17.3M | Buy |
164,972
+11,015
| +7% | +$1.16M | 0.85% | 20 |
|
|
2021
Q3 | $15M | Buy |
153,957
+2,891
| +2% | +$282K | 0.84% | 24 |
|
|
2021
Q2 | $14.9M | Buy |
151,066
+133
| +0.1% | +$13.1K | 0.82% | 22 |
|
|
2021
Q1 | $14.6M | Buy |
150,933
+4,012
| +3% | +$387K | 0.86% | 22 |
|
|
2020
Q4 | $13.5M | Buy |
146,921
+24,095
| +20% | +$2.21M | 0.91% | 24 |
|
|
2020
Q3 | $10.9M | Buy |
122,826
+2,467
| +2% | +$218K | 0.83% | 27 |
|
|
2020
Q2 | $9.62M | Buy |
120,359
+4,143
| +4% | +$331K | 1.03% | 19 |
|
|
2020
Q1 | $9.4M | Sell |
116,216
-24,443
| -17% | -$1.98M | 1.37% | 14 |
|
|
2019
Q4 | $12.8M | Buy |
140,659
+489
| +0.3% | +$44.6K | 0.56% | 33 |
|
|
2019
Q3 | $13.4M | Sell |
140,170
-8,347
| -6% | -$795K | 1.63% | 9 |
|
|
2019
Q2 | $11M | Buy |
148,517
+1,257
| +0.9% | +$92.7K | 1.59% | 10 |
|
|
2019
Q1 | $13.3M | Buy |
147,260
+36,035
| +32% | +$3.24M | 1.86% | 7 |
|
|
2018
Q4 | $9.61M | Buy |
111,225
+17,827
| +19% | +$1.54M | 1.7% | 8 |
|
|
2018
Q3 | $7.15M | Buy |
93,398
+972
| +1% | +$74.4K | 1.29% | 9 |
|
|
2018
Q2 | $7.03M | Buy |
92,426
+6,787
| +8% | +$516K | 1.46% | 6 |
|
|
2018
Q1 | $6.6M | Sell |
85,639
-255
| -0.3% | -$19.7K | 1.47% | 8 |
|
|
2017
Q4 | $7.06M | Buy |
85,894
+10,131
| +13% | +$833K | 1.58% | 9 |
|
|
2017
Q3 | $6.43M | Buy |
75,763
+2,635
| +4% | +$223K | 1.77% | 8 |
|
|
2017
Q2 | $6.08M | Buy |
73,128
+3,576
| +5% | +$298K | 1.94% | 6 |
|
|
2017
Q1 | $5.76M | Buy |
69,552
+7,113
| +11% | +$589K | 0.91% | 22 |
|
|
2016
Q4 | $4.83M | Buy |
+62,439
| New | +$4.83M | 2.07% | 7 |
|