Investment 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 | $660K | Hold |
5,589
| – | – | 0.22% | 69 |
|
|
2025
Q1 | $682K | Sell |
5,589
-45
| -0.8% | -$5.49K | 0.25% | 63 |
|
|
2024
Q4 | $607K | Hold |
5,634
| – | – | 0.21% | 68 |
|
|
2024
Q3 | $650K | Hold |
5,634
| – | – | 0.23% | 69 |
|
|
2024
Q2 | $565K | Sell |
5,634
-391
| -6% | -$39.2K | 0.21% | 74 |
|
|
2024
Q1 | $583K | Sell |
6,025
-54
| -0.9% | -$5.22K | 0.21% | 75 |
|
|
2023
Q4 | $590K | Sell |
6,079
-561
| -8% | -$54.4K | 0.23% | 72 |
|
|
2023
Q3 | $586K | Sell |
6,640
-438
| -6% | -$38.7K | 0.25% | 69 |
|
|
2023
Q2 | $635K | Buy |
7,078
+318
| +5% | +$28.5K | 0.27% | 67 |
|
|
2023
Q1 | $652K | Hold |
6,760
| – | – | 0.32% | 62 |
|
|
2022
Q4 | $696K | Sell |
6,760
-143
| -2% | -$14.7K | 0.36% | 54 |
|
|
2022
Q3 | $642K | Sell |
6,903
-897
| -12% | -$83.4K | 0.38% | 55 |
|
|
2022
Q2 | $836K | Buy |
7,800
+44
| +0.6% | +$4.72K | 0.48% | 50 |
|
|
2022
Q1 | $866K | Sell |
7,756
-48
| -0.6% | -$5.36K | 0.48% | 50 |
|
|
2021
Q4 | $819K | Buy |
7,804
+85
| +1% | +$8.92K | 0.45% | 52 |
|
|
2021
Q3 | $753K | Buy |
7,719
+69
| +0.9% | +$6.73K | 0.46% | 52 |
|
|
2021
Q2 | $755K | Buy |
+7,650
| New | +$755K | 0.47% | 51 |
|
|
2020
Q4 | $743K | Buy |
8,068
+45
| +0.6% | +$4.14K | 0.52% | 50 |
|
|
2020
Q3 | $711K | Buy |
8,023
+206
| +3% | +$18.3K | 0.56% | 48 |
|
|
2020
Q2 | $625K | Buy |
+7,817
| New | +$625K | 0.53% | 51 |
|