KIA
KCM Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
8,862
+941
| +12% | +$111K | 0.04% | 211 |
|
|
2025
Q1 | $966K | Buy |
7,921
+541
| +7% | +$66K | 0.03% | 210 |
|
|
2024
Q4 | $795K | Sell |
7,380
-17
| -0.2% | -$1.83K | 0.03% | 221 |
|
|
2024
Q3 | $853K | Buy |
7,397
+6
| +0.1% | +$692 | 0.03% | 220 |
|
|
2024
Q2 | $741K | Hold |
7,391
| – | – | 0.03% | 232 |
|
|
2024
Q1 | $715K | Sell |
7,391
-345
| -4% | -$33.4K | 0.03% | 235 |
|
|
2023
Q4 | $751K | Sell |
7,736
-1,040
| -12% | -$101K | 0.03% | 225 |
|
|
2023
Q3 | $775K | Sell |
8,776
-583
| -6% | -$51.5K | 0.03% | 216 |
|
|
2023
Q2 | $840K | Sell |
9,359
-822
| -8% | -$73.8K | 0.03% | 219 |
|
|
2023
Q1 | $982K | Sell |
10,181
-953
| -9% | -$91.9K | 0.04% | 215 |
|
|
2022
Q4 | $1.15M | Sell |
11,134
-88
| -0.8% | -$9.07K | 0.05% | 197 |
|
|
2022
Q3 | $1.04M | Buy |
11,222
+609
| +6% | +$56.7K | 0.05% | 192 |
|
|
2022
Q2 | $1.14M | Buy |
10,613
+1,107
| +12% | +$119K | 0.05% | 197 |
|
|
2022
Q1 | $1.06M | Buy |
9,506
+1,120
| +13% | +$125K | 0.04% | 217 |
|
|
2021
Q4 | $880K | Buy |
8,386
+750
| +10% | +$78.7K | 0.03% | 226 |
|
|
2021
Q3 | $745K | Buy |
7,636
+36
| +0.5% | +$3.51K | 0.03% | 224 |
|
|
2021
Q2 | $750K | Sell |
7,600
-2,223
| -23% | -$219K | 0.03% | 226 |
|
|
2021
Q1 | $948K | Buy |
9,823
+3,282
| +50% | +$317K | 0.04% | 207 |
|
|
2020
Q4 | $599K | Buy |
6,541
+2,155
| +49% | +$197K | 0.03% | 222 |
|
|
2020
Q3 | $388K | Sell |
4,386
-500
| -10% | -$44.2K | 0.02% | 240 |
|
|
2020
Q2 | $390K | Hold |
4,886
| – | – | 0.02% | 253 |
|
|
2020
Q1 | $395K | Buy |
4,886
+154
| +3% | +$12.5K | 0.03% | 232 |
|
|
2019
Q4 | $432K | Sell |
4,732
-2,240
| -32% | -$204K | 0.02% | 255 |
|
|
2019
Q3 | $668K | Hold |
6,972
| – | – | 0.04% | 205 |
|
|
2019
Q2 | $615K | Buy |
6,972
+360
| +5% | +$31.8K | 0.04% | 214 |
|
|
2019
Q1 | $595K | Buy |
6,612
+173
| +3% | +$15.6K | 0.04% | 204 |
|
|
2018
Q4 | $556K | Buy |
6,439
+170
| +3% | +$14.7K | 0.04% | 301 |
|
|
2018
Q3 | $502K | Sell |
6,269
-133
| -2% | -$10.7K | 0.03% | 354 |
|
|
2018
Q2 | $506K | Sell |
6,402
-724
| -10% | -$57.2K | 0.03% | 345 |
|
|
2018
Q1 | $552K | Sell |
7,126
-411
| -5% | -$31.8K | 0.03% | 336 |
|
|
2017
Q4 | $634K | Sell |
7,537
-17
| -0.2% | -$1.43K | 0.04% | 323 |
|
|
2017
Q3 | $634K | Sell |
7,554
-263
| -3% | -$22.1K | 0.04% | 314 |
|
|
2017
Q2 | $653K | Sell |
7,817
-1,219
| -13% | -$102K | 0.04% | 315 |
|
|
2017
Q1 | $741K | Sell |
9,036
-300
| -3% | -$24.6K | 0.05% | 294 |
|
|
2016
Q4 | $725K | Sell |
9,336
-228
| -2% | -$17.7K | 0.05% | 296 |
|
|
2016
Q3 | $766K | Buy |
9,564
+78
| +0.8% | +$6.25K | 0.05% | 287 |
|
|
2016
Q2 | $814K | Sell |
9,486
-1,174
| -11% | -$101K | 0.06% | 274 |
|
|
2016
Q1 | $860K | Sell |
10,660
-3,147
| -23% | -$254K | 0.06% | 261 |
|
|
2015
Q4 | $986K | Buy |
13,807
+3,704
| +37% | +$265K | 0.08% | 232 |
|
|
2015
Q3 | $727K | Sell |
10,103
-566
| -5% | -$40.7K | 0.06% | 283 |
|
|
2015
Q2 | $753K | Buy |
10,669
+13
| +0.1% | +$918 | 0.06% | 281 |
|
|
2015
Q1 | $818K | Sell |
10,656
-37,969
| -78% | -$2.91M | 0.07% | 270 |
|
|
2014
Q4 | $4.06M | Buy |
48,625
+3,211
| +7% | +$268K | 0.34% | 88 |
|
|
2014
Q3 | $3.4M | Buy |
45,414
+4,692
| +12% | +$351K | 0.31% | 92 |
|
|
2014
Q2 | $3.02M | Buy |
40,722
+1,803
| +5% | +$134K | 0.28% | 109 |
|
|
2014
Q1 | $2.77M | Buy |
38,919
+9,337
| +32% | +$665K | 0.29% | 107 |
|
|
2013
Q4 | $2.04M | Buy |
29,582
+56
| +0.2% | +$3.86K | 0.22% | 133 |
|
|
2013
Q3 | $1.97M | Sell |
29,526
-1,535
| -5% | -$103K | 0.24% | 129 |
|
|
2013
Q2 | $2.1M | Buy |
+31,061
| New | +$2.1M | 0.25% | 116 |
|