Journey 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 | $1.11M | Sell |
9,379
-15
| -0.2% | -$1.77K | 0.09% | 154 |
|
|
2025
Q1 | $1.15M | Sell |
9,394
-1,116
| -11% | -$136K | 0.09% | 140 |
|
|
2024
Q4 | $1.05M | Hold |
10,510
| – | – | 0.13% | 111 |
|
|
2024
Q3 | $1.05M | Buy |
10,510
+251
| +2% | +$25.2K | 0.13% | 111 |
|
|
2024
Q2 | $1.03M | Sell |
10,259
-591
| -5% | -$59.2K | 0.12% | 112 |
|
|
2024
Q1 | $1.05M | Buy |
10,850
+796
| +8% | +$77K | 0.13% | 113 |
|
|
2023
Q4 | $976K | Sell |
10,054
-156
| -2% | -$15.1K | 0.13% | 108 |
|
|
2023
Q3 | $901K | Sell |
10,210
-80
| -0.8% | -$7.06K | 0.13% | 112 |
|
|
2023
Q2 | $923K | Sell |
10,290
-62
| -0.6% | -$5.56K | 0.14% | 115 |
|
|
2023
Q1 | $999K | Sell |
10,352
-3,842
| -27% | -$371K | 0.16% | 112 |
|
|
2022
Q4 | $1.46M | Buy |
14,194
+2,057
| +17% | +$212K | 0.36% | 70 |
|
|
2022
Q3 | $1.13M | Buy |
12,137
+520
| +4% | +$48.4K | 0.29% | 76 |
|
|
2022
Q2 | $1.28M | Sell |
11,617
-430
| -4% | -$47.2K | 0.29% | 79 |
|
|
2022
Q1 | $1.35M | Buy |
12,047
+1,178
| +11% | +$132K | 0.34% | 70 |
|
|
2021
Q4 | $1.14M | Buy |
10,869
+1,149
| +12% | +$121K | 0.31% | 73 |
|
|
2021
Q3 | $949K | Sell |
9,720
-12,734
| -57% | -$1.24M | 0.31% | 78 |
|
|
2021
Q2 | $2.22M | Sell |
22,454
-248
| -1% | -$24.5K | 0.7% | 37 |
|
|
2021
Q1 | $2.19M | Sell |
22,702
-341
| -1% | -$32.9K | 0.77% | 36 |
|
|
2020
Q4 | $2.11M | Buy |
+23,043
| New | +$2.11M | 0.79% | 35 |
|