Ken Fisher’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 | $673K | Sell |
5,702
-1,383
| -20% | -$163K | ﹤0.01% | 744 |
|
|
2025
Q1 | $864K | Buy |
7,085
+1,768
| +33% | +$216K | ﹤0.01% | 706 |
|
|
2024
Q4 | $573K | Buy |
5,317
+1,781
| +50% | +$192K | ﹤0.01% | 753 |
|
|
2024
Q3 | $408K | Sell |
3,536
-2,110
| -37% | -$243K | ﹤0.01% | 788 |
|
|
2024
Q2 | $566K | Buy |
5,646
+587
| +12% | +$58.8K | ﹤0.01% | 766 |
|
|
2024
Q1 | $489K | Sell |
5,059
-5,578
| -52% | -$540K | ﹤0.01% | 771 |
|
|
2023
Q4 | $1.03M | Buy |
10,637
+1,580
| +17% | +$153K | ﹤0.01% | 684 |
|
|
2023
Q3 | $799K | Sell |
9,057
-2,288
| -20% | -$202K | ﹤0.01% | 783 |
|
|
2023
Q2 | $1.02M | Buy |
11,345
+6,272
| +124% | +$563K | ﹤0.01% | 774 |
|
|
2023
Q1 | $489K | Buy |
5,073
+238
| +5% | +$23K | ﹤0.01% | 859 |
|
|
2022
Q4 | $498K | Sell |
4,835
-953
| -16% | -$98.2K | ﹤0.01% | 837 |
|
|
2022
Q3 | $538K | Sell |
5,788
-789
| -12% | -$73.3K | ﹤0.01% | 742 |
|
|
2022
Q2 | $705K | Sell |
6,577
-13,770
| -68% | -$1.48M | ﹤0.01% | 668 |
|
|
2022
Q1 | $2.27M | Buy |
20,347
+12,906
| +173% | +$1.44M | ﹤0.01% | 534 |
|
|
2021
Q4 | $781K | Sell |
7,441
-496
| -6% | -$52.1K | ﹤0.01% | 681 |
|
|
2021
Q3 | $775K | Buy |
7,937
+925
| +13% | +$90.3K | ﹤0.01% | 659 |
|
|
2021
Q2 | $692K | Buy |
7,012
+577
| +9% | +$56.9K | ﹤0.01% | 670 |
|
|
2021
Q1 | $621K | Sell |
6,435
-928
| -13% | -$89.6K | ﹤0.01% | 674 |
|
|
2020
Q4 | $674K | Sell |
7,363
-1,636
| -18% | -$150K | ﹤0.01% | 658 |
|
|
2020
Q3 | $797K | Buy |
8,999
+4,427
| +97% | +$392K | ﹤0.01% | 588 |
|
|
2020
Q2 | $365K | Sell |
4,572
-2,330
| -34% | -$186K | ﹤0.01% | 693 |
|
|
2020
Q1 | $558K | Buy |
6,902
+903
| +15% | +$73K | ﹤0.01% | 606 |
|
|
2019
Q4 | $547K | Buy |
5,999
+914
| +18% | +$83.3K | ﹤0.01% | 649 |
|
|
2019
Q3 | $487K | Buy |
5,085
+746
| +17% | +$71.4K | ﹤0.01% | 691 |
|
|
2019
Q2 | $383K | Sell |
4,339
-1,476
| -25% | -$130K | ﹤0.01% | 705 |
|
|
2019
Q1 | $523K | Sell |
5,815
-834
| -13% | -$75K | ﹤0.01% | 637 |
|
|
2018
Q4 | $574K | Buy |
6,649
+896
| +16% | +$77.4K | ﹤0.01% | 645 |
|
|
2018
Q3 | $460K | Buy |
5,753
+1,294
| +29% | +$103K | ﹤0.01% | 661 |
|
|
2018
Q2 | $353K | Sell |
4,459
-2,695
| -38% | -$213K | ﹤0.01% | 683 |
|
|
2018
Q1 | $554K | Sell |
7,154
-2,657
| -27% | -$206K | ﹤0.01% | 615 |
|
|
2017
Q4 | $825K | Buy |
9,811
+5,807
| +145% | +$488K | ﹤0.01% | 600 |
|
|
2017
Q3 | $336K | Buy |
+4,004
| New | +$336K | ﹤0.01% | 667 |
|
|
2017
Q1 | – | Sell |
-5,200
| Closed | -$404K | – | 732 |
|
|
2016
Q4 | $404K | Buy |
5,200
+2,351
| +83% | +$183K | ﹤0.01% | 584 |
|
|
2016
Q3 | $228K | Sell |
2,849
-2,140
| -43% | -$171K | ﹤0.01% | 664 |
|
|
2016
Q2 | $429K | Buy |
4,989
+746
| +18% | +$64.1K | ﹤0.01% | 577 |
|
|
2016
Q1 | $339K | Sell |
4,243
-971
| -19% | -$77.6K | ﹤0.01% | 601 |
|
|
2015
Q4 | $372K | Buy |
+5,214
| New | +$372K | ﹤0.01% | 600 |
|
|
2015
Q2 | – | Sell |
-3,619
| Closed | -$278K | – | 598 |
|
|
2015
Q1 | $278K | Buy |
3,619
+496
| +16% | +$38.1K | ﹤0.01% | 504 |
|
|
2014
Q4 | $261K | Buy |
+3,123
| New | +$261K | ﹤0.01% | 515 |
|
|
2013
Q4 | – | Sell |
-3,427
| Closed | -$229K | – | 531 |
|
|
2013
Q3 | $229K | Buy |
+3,427
| New | +$229K | ﹤0.01% | 452 |
|