Investment Research & Advisory Group’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 | $74.7K | Buy |
632
+5
| +0.8% | +$591 | 0.03% | 98 |
|
|
2025
Q1 | $76.5K | Buy |
627
+1
| +0.2% | +$122 | 0.03% | 102 |
|
|
2024
Q4 | $67.4K | Buy |
626
+6
| +1% | +$646 | 0.03% | 98 |
|
|
2024
Q3 | $71.5K | Buy |
620
+6
| +1% | +$692 | 0.03% | 89 |
|
|
2024
Q2 | $61.6K | Buy |
614
+6
| +1% | +$602 | 0.03% | 91 |
|
|
2024
Q1 | $58.8K | Buy |
608
+6
| +1% | +$580 | 0.03% | 94 |
|
|
2023
Q4 | $58.4K | Buy |
602
+4
| +0.7% | +$388 | 0.03% | 92 |
|
|
2023
Q3 | $52.8K | Buy |
598
+9
| +2% | +$795 | 0.03% | 94 |
|
|
2023
Q2 | $52.9K | Buy |
589
+7
| +1% | +$628 | 0.03% | 100 |
|
|
2023
Q1 | $56.2K | Sell |
582
-244
| -30% | -$23.6K | 0.04% | 90 |
|
|
2022
Q4 | $85.1K | Buy |
826
+6
| +0.7% | +$618 | 0.06% | 79 |
|
|
2022
Q3 | $76K | Sell |
820
-213
| -21% | -$19.7K | 0.06% | 82 |
|
|
2022
Q2 | $111K | Sell |
1,033
-77
| -7% | -$8.27K | 0.08% | 73 |
|
|
2022
Q1 | $124K | Hold |
1,110
| – | – | 0.08% | 75 |
|
|
2021
Q4 | $116K | Buy |
1,110
+560
| +102% | +$58.5K | 0.07% | 78 |
|
|
2021
Q3 | $54K | Hold |
550
| – | – | 0.04% | 96 |
|
|
2021
Q2 | $54K | Hold |
550
| – | – | 0.04% | 105 |
|
|
2021
Q1 | $53K | Hold |
550
| – | – | 0.04% | 94 |
|
|
2020
Q4 | $50K | Sell |
550
-113
| -17% | -$10.3K | 0.04% | 96 |
|
|
2020
Q3 | $59K | Hold |
663
| – | – | 0.05% | 91 |
|
|
2020
Q2 | $53K | Hold |
663
| – | – | 0.05% | 88 |
|
|
2020
Q1 | $54K | Sell |
663
-247
| -27% | -$20.1K | 0.05% | 83 |
|
|
2019
Q4 | $83K | Buy |
+910
| New | +$83K | 0.08% | 79 |
|