Kingsview Wealth Management’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 | $5.93M | Buy |
50,253
+6,375
| +15% | +$752K | 0.1% | 211 |
|
|
2025
Q1 | $5.35M | Buy |
43,878
+294
| +0.7% | +$35.9K | 0.1% | 207 |
|
|
2024
Q4 | $4.7M | Buy |
43,584
+5,615
| +15% | +$605K | 0.09% | 211 |
|
|
2024
Q3 | $4.38M | Buy |
37,969
+4,176
| +12% | +$481K | 0.09% | 219 |
|
|
2024
Q2 | $3.39M | Buy |
33,793
+8,516
| +34% | +$854K | 0.08% | 231 |
|
|
2024
Q1 | $2.44M | Sell |
25,277
-2,460
| -9% | -$238K | 0.06% | 295 |
|
|
2023
Q4 | $2.69M | Sell |
27,737
-5,389
| -16% | -$523K | 0.08% | 224 |
|
|
2023
Q3 | $2.92M | Buy |
33,126
+3,511
| +12% | +$310K | 0.11% | 212 |
|
|
2023
Q2 | $2.66M | Buy |
29,615
+1,483
| +5% | +$133K | 0.1% | 203 |
|
|
2023
Q1 | $2.71M | Sell |
28,132
-29,748
| -51% | -$2.87M | 0.11% | 190 |
|
|
2022
Q4 | $5.96M | Buy |
57,880
+29,747
| +106% | +$3.06M | 0.26% | 95 |
|
|
2022
Q3 | $2.62M | Sell |
28,133
-17,726
| -39% | -$1.65M | 0.12% | 187 |
|
|
2022
Q2 | $4.92M | Buy |
45,859
+22,123
| +93% | +$2.37M | 0.24% | 106 |
|
|
2022
Q1 | $2.65M | Sell |
23,736
-1,255
| -5% | -$140K | 0.12% | 190 |
|
|
2021
Q4 | $2.62M | Sell |
24,991
-52
| -0.2% | -$5.46K | 0.11% | 195 |
|
|
2021
Q3 | $2.44M | Buy |
25,043
+1,108
| +5% | +$108K | 0.12% | 193 |
|
|
2021
Q2 | $2.38M | Buy |
23,935
+382
| +2% | +$38K | 0.12% | 190 |
|
|
2021
Q1 | $2.27M | Sell |
23,553
-5,098
| -18% | -$491K | 0.13% | 170 |
|
|
2020
Q4 | $2.62M | Buy |
28,651
+3,212
| +13% | +$294K | 0.19% | 124 |
|
|
2020
Q3 | $2.25M | Buy |
25,439
+1,334
| +6% | +$118K | 0.2% | 123 |
|
|
2020
Q2 | $1.93M | Buy |
24,105
+2,510
| +12% | +$201K | 0.19% | 131 |
|
|
2020
Q1 | $1.75M | Buy |
21,595
+4,263
| +25% | +$345K | 0.24% | 111 |
|
|
2019
Q4 | $1.58M | Buy |
17,332
+8,109
| +88% | +$740K | 0.2% | 143 |
|
|
2019
Q3 | $884K | Buy |
9,223
+47
| +0.5% | +$4.51K | 0.14% | 170 |
|
|
2019
Q2 | $810K | Sell |
9,176
-1,445
| -14% | -$128K | 0.14% | 180 |
|
|
2019
Q1 | $956K | Buy |
10,621
+1,294
| +14% | +$116K | 0.15% | 185 |
|
|
2018
Q4 | $805K | Buy |
9,327
+2,704
| +41% | +$233K | 0.18% | 157 |
|
|
2018
Q3 | $530K | Buy |
6,623
+3,711
| +127% | +$297K | 0.11% | 217 |
|
|
2018
Q2 | $230K | Sell |
2,912
-17
| -0.6% | -$1.34K | 0.05% | 289 |
|
|
2018
Q1 | $227K | Sell |
2,929
-5,362
| -65% | -$416K | 0.06% | 287 |
|
|
2017
Q4 | $697K | Buy |
8,291
+70
| +0.9% | +$5.89K | 0.25% | 128 |
|
|
2017
Q3 | $689K | Buy |
8,221
+2,451
| +42% | +$205K | 0.3% | 102 |
|
|
2017
Q2 | $482K | Buy |
5,770
+155
| +3% | +$12.9K | 0.25% | 126 |
|
|
2017
Q1 | $460K | Buy |
+5,615
| New | +$460K | 0.27% | 126 |
|