Insigneo 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 | $1.28M | Buy |
10,882
+550
| +5% | +$64.9K | 0.11% | 159 |
|
|
2025
Q1 | $1.26M | Sell |
10,332
-617
| -6% | -$75.3K | 0.13% | 144 |
|
|
2024
Q4 | $1.18M | Buy |
10,949
+454
| +4% | +$48.9K | 0.12% | 149 |
|
|
2024
Q3 | $1.21M | Buy |
10,495
+412
| +4% | +$47.5K | 0.12% | 159 |
|
|
2024
Q2 | $1.12M | Sell |
10,083
-266
| -3% | -$29.5K | 0.13% | 157 |
|
|
2024
Q1 | $1M | Sell |
10,349
-1,118
| -10% | -$108K | 0.12% | 166 |
|
|
2023
Q4 | $1.11M | Buy |
11,467
+763
| +7% | +$74K | 0.16% | 131 |
|
|
2023
Q3 | $945K | Buy |
10,704
+472
| +5% | +$41.7K | 0.19% | 109 |
|
|
2023
Q2 | $918K | Buy |
10,232
+3,952
| +63% | +$355K | 0.18% | 117 |
|
|
2023
Q1 | $606K | Sell |
6,280
-1,100
| -15% | -$106K | 0.19% | 106 |
|
|
2022
Q4 | $760K | Buy |
+7,380
| New | +$760K | 0.29% | 74 |
|