JNBA Financial Advisors’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 | $26.3K | Hold |
223
| – | – | ﹤0.01% | 361 |
|
|
2025
Q1 | $27.2K | Sell |
223
-53
| -19% | -$6.47K | ﹤0.01% | 344 |
|
|
2024
Q4 | $29.7K | Hold |
276
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $31.8K | Hold |
276
| – | – | ﹤0.01% | 337 |
|
|
2024
Q2 | $27.7K | Hold |
276
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $26.7K | Hold |
276
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $26.8K | Sell |
276
-36
| -12% | -$3.49K | ﹤0.01% | 359 |
|
|
2023
Q3 | $27.5K | Sell |
312
-191
| -38% | -$16.9K | ﹤0.01% | 346 |
|
|
2023
Q2 | $45.1K | Buy |
503
+254
| +102% | +$22.8K | 0.01% | 299 |
|
|
2023
Q1 | $24K | Buy |
249
+49
| +25% | +$4.73K | ﹤0.01% | 368 |
|
|
2022
Q4 | $20.6K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2022
Q3 | $19K | Sell |
200
-39
| -16% | -$3.71K | ﹤0.01% | 380 |
|
|
2022
Q2 | $26K | Buy |
239
+39
| +20% | +$4.24K | ﹤0.01% | 359 |
|
|
2022
Q1 | $22K | Buy |
200
+32
| +19% | +$3.52K | ﹤0.01% | 387 |
|
|
2021
Q4 | $18K | Buy |
+168
| New | +$18K | ﹤0.01% | 432 |
|
|
2020
Q1 | – | Sell |
-237
| Closed | -$22K | – | 577 |
|
|
2019
Q4 | $22K | Hold |
237
| – | – | ﹤0.01% | 338 |
|
|
2019
Q3 | $23K | Sell |
237
-100
| -30% | -$9.71K | ﹤0.01% | 318 |
|
|
2019
Q2 | $30K | Buy |
337
+100
| +42% | +$8.9K | 0.01% | 290 |
|
|
2019
Q1 | $21K | Sell |
237
-83
| -26% | -$7.35K | ﹤0.01% | 319 |
|
|
2018
Q4 | $28K | Sell |
320
-47,590
| -99% | -$4.16M | 0.01% | 265 |
|
|
2018
Q3 | $3.83M | Buy |
47,910
+47,573
| +14,117% | +$3.81M | 1.72% | 21 |
|
|
2018
Q2 | $27K | Buy |
337
+100
| +42% | +$8.01K | 0.01% | 286 |
|
|
2018
Q1 | $18K | Hold |
237
| – | – | ﹤0.01% | 319 |
|
|
2017
Q4 | $20K | Hold |
237
| – | – | ﹤0.01% | 309 |
|
|
2017
Q3 | $20K | Hold |
237
| – | – | ﹤0.01% | 298 |
|
|
2017
Q2 | $20K | Hold |
237
| – | – | ﹤0.01% | 288 |
|
|
2017
Q1 | $19K | Sell |
237
-20
| -8% | -$1.6K | ﹤0.01% | 298 |
|
|
2016
Q4 | $20K | Sell |
257
-5,388
| -95% | -$419K | ﹤0.01% | 297 |
|
|
2016
Q3 | $452K | Buy |
5,645
+5,558
| +6,389% | +$445K | 0.07% | 106 |
|
|
2016
Q2 | $7K | Hold |
87
| – | – | ﹤0.01% | 369 |
|
|
2016
Q1 | $7K | Hold |
87
| – | – | ﹤0.01% | 388 |
|
|
2015
Q4 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 387 |
|