Kestra Advisory Services’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 | $20.6M | Buy |
174,179
+4,902
| +3% | +$578K | 0.1% | 192 |
|
|
2025
Q1 | $20.6M | Buy |
169,277
+14,480
| +9% | +$1.77M | 0.1% | 163 |
|
|
2024
Q4 | $16.7M | Sell |
154,797
-37,629
| -20% | -$4.05M | 0.09% | 227 |
|
|
2024
Q3 | $22.2M | Sell |
192,426
-22,247
| -10% | -$2.57M | 0.12% | 171 |
|
|
2024
Q2 | $21.5M | Buy |
214,673
+65,115
| +44% | +$6.53M | 0.12% | 170 |
|
|
2024
Q1 | $14.5M | Buy |
149,558
+30,273
| +25% | +$2.93M | 0.1% | 217 |
|
|
2023
Q4 | $11.6M | Buy |
119,285
+9,718
| +9% | +$943K | 0.09% | 248 |
|
|
2023
Q3 | $9.67M | Buy |
109,567
+9,036
| +9% | +$798K | 0.1% | 241 |
|
|
2023
Q2 | $9.02M | Buy |
100,531
+3,059
| +3% | +$275K | 0.09% | 245 |
|
|
2023
Q1 | $9.4M | Sell |
97,472
-22,829
| -19% | -$2.2M | 0.1% | 219 |
|
|
2022
Q4 | $12.4M | Buy |
120,301
+9,628
| +9% | +$992K | 0.11% | 215 |
|
|
2022
Q3 | $10.3M | Buy |
110,673
+4,660
| +4% | +$433K | 0.11% | 207 |
|
|
2022
Q2 | $11.4M | Buy |
106,013
+6,862
| +7% | +$736K | 0.12% | 189 |
|
|
2022
Q1 | $11.1M | Buy |
99,151
+5,409
| +6% | +$604K | 0.12% | 199 |
|
|
2021
Q4 | $9.83M | Sell |
93,742
-31,488
| -25% | -$3.3M | 0.1% | 227 |
|
|
2021
Q3 | $12.2M | Buy |
125,230
+35,488
| +40% | +$3.46M | 0.12% | 186 |
|
|
2021
Q2 | $8.86M | Sell |
89,742
-284
| -0.3% | -$28K | 0.1% | 223 |
|
|
2021
Q1 | $8.69M | Sell |
90,026
-41,177
| -31% | -$3.97M | 0.11% | 212 |
|
|
2020
Q4 | $11.9M | Buy |
131,203
+62,008
| +90% | +$5.62M | 0.14% | 178 |
|
|
2020
Q3 | $6.13M | Buy |
+69,195
| New | +$6.13M | 0.11% | 214 |
|