Key Financial Inc’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 | $111K | Hold |
941
| – | – | 0.02% | 360 |
|
|
2025
Q1 | $115K | Sell |
941
-250
| -21% | -$30.5K | 0.03% | 336 |
|
|
2024
Q4 | $128K | Buy |
1,191
+19
| +2% | +$2.05K | 0.03% | 315 |
|
|
2024
Q3 | $135K | Buy |
1,172
+7
| +0.6% | +$807 | 0.03% | 297 |
|
|
2024
Q2 | $117K | Hold |
1,165
| – | – | 0.03% | 313 |
|
|
2024
Q1 | $113K | Buy |
1,165
+107
| +10% | +$10.3K | 0.03% | 299 |
|
|
2023
Q4 | $103K | Sell |
1,058
-175
| -14% | -$17K | 0.03% | 307 |
|
|
2023
Q3 | $109K | Sell |
1,233
-68
| -5% | -$6K | 0.04% | 269 |
|
|
2023
Q2 | $117K | Buy |
1,301
+68
| +6% | +$6.1K | 0.04% | 266 |
|
|
2023
Q1 | $119K | Sell |
1,233
-50
| -4% | -$4.82K | 0.04% | 258 |
|
|
2022
Q4 | $119K | Hold |
1,283
| – | – | 0.06% | 228 |
|
|
2022
Q3 | $119K | Buy |
1,283
+50
| +4% | +$4.64K | 0.06% | 231 |
|
|
2022
Q2 | $135K | Sell |
1,233
-400
| -24% | -$43.8K | 0.07% | 203 |
|
|
2022
Q1 | $182K | Buy |
1,633
+400
| +32% | +$44.6K | 0.09% | 175 |
|
|
2021
Q4 | $129K | Buy |
1,233
+177
| +17% | +$18.5K | 0.06% | 199 |
|
|
2021
Q3 | $103K | Hold |
1,056
| – | – | 0.06% | 219 |
|
|
2021
Q2 | $111K | Hold |
1,056
| – | – | 0.06% | 216 |
|
|
2021
Q1 | $102K | Buy |
1,056
+28
| +3% | +$2.71K | 0.07% | 193 |
|
|
2020
Q4 | $94K | Buy |
+1,028
| New | +$94K | 0.07% | 183 |
|
|
2020
Q2 | – | Sell |
-1,028
| Closed | -$86K | – | 223 |
|
|
2020
Q1 | $86K | Buy |
+1,028
| New | +$86K | 0.09% | 172 |
|