Kestra Private Wealth 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 | $8.7M | Buy |
73,765
+2,347
| +3% | +$277K | 0.13% | 192 |
|
|
2025
Q1 | $8.71M | Buy |
71,418
+1,506
| +2% | +$184K | 0.15% | 165 |
|
|
2024
Q4 | $7.53M | Buy |
69,912
+5,739
| +9% | +$618K | 0.13% | 179 |
|
|
2024
Q3 | $7.4M | Sell |
64,173
-2,392
| -4% | -$276K | 0.14% | 167 |
|
|
2024
Q2 | $6.67M | Buy |
66,565
+7,288
| +12% | +$730K | 0.13% | 170 |
|
|
2024
Q1 | $5.73M | Buy |
59,277
+2,156
| +4% | +$209K | 0.13% | 177 |
|
|
2023
Q4 | $5.54M | Buy |
57,121
+3,855
| +7% | +$374K | 0.14% | 175 |
|
|
2023
Q3 | $4.7M | Buy |
53,266
+6,284
| +13% | +$555K | 0.15% | 163 |
|
|
2023
Q2 | $4.22M | Buy |
46,982
+10,114
| +27% | +$908K | 0.14% | 162 |
|
|
2023
Q1 | $3.56M | Buy |
36,868
+762
| +2% | +$73.5K | 0.14% | 165 |
|
|
2022
Q4 | $3.72M | Buy |
36,106
+1,050
| +3% | +$108K | 0.19% | 137 |
|
|
2022
Q3 | $3.26M | Buy |
35,056
+3,747
| +12% | +$349K | 0.19% | 135 |
|
|
2022
Q2 | $3.36M | Sell |
31,309
-2,899
| -8% | -$311K | 0.19% | 131 |
|
|
2022
Q1 | $3.82M | Buy |
34,208
+1,350
| +4% | +$151K | 0.19% | 128 |
|
|
2021
Q4 | $3.45M | Buy |
32,858
+2,390
| +8% | +$251K | 0.17% | 144 |
|
|
2021
Q3 | $2.97M | Buy |
30,468
+841
| +3% | +$82.1K | 0.17% | 142 |
|
|
2021
Q2 | $2.93M | Buy |
29,627
+1,285
| +5% | +$127K | 0.18% | 133 |
|
|
2021
Q1 | $2.74M | Buy |
28,342
+2,661
| +10% | +$257K | 0.19% | 128 |
|
|
2020
Q4 | $2.33M | Sell |
25,681
-2,636
| -9% | -$239K | 0.17% | 146 |
|
|
2020
Q3 | $2.51M | Buy |
+28,317
| New | +$2.51M | 0.22% | 106 |
|