Intrua Financial’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 | $625K | Sell |
5,300
-174
| -3% | -$20.5K | 0.08% | 171 |
|
|
2025
Q1 | $668K | Buy |
5,474
+411
| +8% | +$50.1K | 0.1% | 149 |
|
|
2024
Q4 | $545K | Sell |
5,063
-767
| -13% | -$82.6K | 0.08% | 179 |
|
|
2024
Q3 | $672K | Sell |
5,830
-2,211
| -27% | -$255K | 0.1% | 170 |
|
|
2024
Q2 | $806K | Sell |
8,041
-2,608
| -24% | -$261K | 0.12% | 149 |
|
|
2024
Q1 | $1.03M | Sell |
10,649
-3,549
| -25% | -$343K | 0.15% | 135 |
|
|
2023
Q4 | $1.38M | Buy |
14,198
+3,811
| +37% | +$370K | 0.2% | 109 |
|
|
2023
Q3 | $917K | Buy |
10,387
+1,325
| +15% | +$117K | 0.16% | 128 |
|
|
2023
Q2 | $813K | Buy |
9,062
+3,146
| +53% | +$282K | 0.14% | 138 |
|
|
2023
Q1 | $576K | Sell |
5,916
-10,071
| -63% | -$981K | 0.12% | 162 |
|
|
2022
Q4 | $1.63M | Buy |
15,987
+4,118
| +35% | +$420K | 0.38% | 63 |
|
|
2022
Q3 | $1.1M | Sell |
11,869
-3,343
| -22% | -$311K | 0.29% | 77 |
|
|
2022
Q2 | $1.63M | Buy |
15,212
+2,178
| +17% | +$234K | 0.35% | 63 |
|
|
2022
Q1 | $1.46M | Buy |
13,034
+4,802
| +58% | +$536K | 0.26% | 81 |
|
|
2021
Q4 | $864K | Buy |
8,232
+84
| +1% | +$8.82K | 0.15% | 137 |
|
|
2021
Q3 | $837K | Buy |
8,148
+2,624
| +48% | +$270K | 0.15% | 140 |
|
|
2021
Q2 | $592K | Buy |
5,524
+18
| +0.3% | +$1.93K | 0.14% | 144 |
|
|
2021
Q1 | $543K | Buy |
5,506
+1,732
| +46% | +$171K | 0.14% | 148 |
|
|
2020
Q4 | $346K | Buy |
3,774
+117
| +3% | +$10.7K | 0.15% | 137 |
|
|
2020
Q3 | $347K | Sell |
3,657
-591
| -14% | -$56.1K | 0.17% | 126 |
|
|
2020
Q2 | $351K | Buy |
+4,248
| New | +$351K | 0.13% | 152 |
|