Kistler-Tiffany Companies’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $102K | Buy |
1,138
+104
| +10% | +$9.81K | 0.02% | 399 |
|
|
2023
Q1 | $99.8K | Sell |
1,034
-422
| -29% | -$41.7K | 0.02% | 346 |
|
|
2022
Q4 | $150K | Sell |
1,456
-46
| -3% | -$4.42K | 0.03% | 303 |
|
|
2022
Q3 | $140K | Buy |
1,502
+5
| +0.3% | +$537 | 0.03% | 244 |
|
|
2022
Q2 | $161K | Sell |
1,497
-228
| -13% | -$25.1K | 0.04% | 232 |
|
|
2022
Q1 | $193K | Sell |
1,725
-494
| -22% | -$51.3K | 0.04% | 226 |
|
|
2021
Q4 | $233K | Buy |
2,219
+6
| +0.3% | +$608 | 0.05% | 186 |
|
|
2021
Q3 | $216K | Buy |
2,213
+150
| +7% | +$15.5K | 0.05% | 186 |
|
|
2021
Q2 | $204K | Buy |
2,063
+117
| +6% | +$11.8K | 0.05% | 186 |
|
|
2021
Q1 | $188K | Buy |
1,946
+75
| +4% | +$6.84K | 0.05% | 178 |
|
|
2020
Q4 | $171K | Sell |
1,871
-125
| -6% | -$11.6K | 0.05% | 175 |
|
|
2020
Q3 | $177K | Buy |
1,996
+405
| +25% | +$33.4K | 0.06% | 157 |
|
|
2020
Q2 | $127K | Buy |
1,591
+65
| +4% | +$5.49K | 0.05% | 174 |
|
|
2020
Q1 | $139K | Hold |
1,526
| – | – | 0.05% | 164 |
|
|
2019
Q4 | $139K | Sell |
1,526
-8
| -0.5% | -$733 | 0.05% | 168 |
|
|
2019
Q3 | $147K | Sell |
1,534
-506
| -25% | -$46K | 0.06% | 161 |
|
|
2019
Q2 | $180K | Buy |
2,040
+4
| +0.2% | +$354 | 0.07% | 139 |
|
|
2019
Q1 | $183K | Sell |
2,036
-169
| -8% | -$14.9K | 0.08% | 132 |
|
|
2018
Q4 | $190K | Sell |
2,205
-165
| -7% | -$14K | 0.09% | 121 |
|
|
2018
Q3 | $190K | Sell |
2,370
-304
| -11% | -$24.6K | 0.08% | 129 |
|
|
2018
Q2 | $211K | Sell |
2,674
-494
| -16% | -$38K | 0.09% | 121 |
|
|
2018
Q1 | $245K | Buy |
3,168
+4
| +0.1% | +$309 | 0.1% | 119 |
|
|
2017
Q4 | $266K | Sell |
3,164
-272
| -8% | -$23.8K | 0.11% | 120 |
|
|
2017
Q3 | $288K | Sell |
3,436
-763
| -18% | -$65.3K | 0.12% | 111 |
|
|
2017
Q2 | $351K | Buy |
4,199
+1,793
| +75% | +$151K | 0.16% | 93 |
|
|
2017
Q1 | $197K | Hold |
2,406
| – | – | 0.09% | 123 |
|
|
2016
Q4 | $187K | Sell |
2,406
-75
| -3% | -$5.75K | 0.09% | 129 |
|
|
2016
Q3 | $199K | Sell |
2,481
-102
| -4% | -$8.45K | 0.1% | 123 |
|
|
2016
Q2 | $222K | Sell |
2,583
-40
| -2% | -$3.2K | 0.11% | 110 |
|
|
2016
Q1 | $212K | Sell |
2,623
-122
| -4% | -$9.23K | 0.12% | 110 |
|
|
2015
Q4 | $196K | Sell |
2,745
-531
| -16% | -$37.3K | 0.11% | 118 |
|
|
2015
Q3 | $236K | Sell |
3,276
-15
| -0.5% | -$1.09K | 0.14% | 104 |
|
|
2015
Q2 | $232K | Buy |
3,291
+924
| +39% | +$69.8K | 0.14% | 105 |
|
|
2015
Q1 | $182K | Sell |
2,367
-210
| -8% | -$17K | 0.12% | 113 |
|
|
2014
Q4 | $215K | Hold |
2,577
| – | – | 0.14% | 103 |
|
|
2014
Q3 | $193K | Buy |
2,577
+1,135
| +79% | +$82.8K | 0.13% | 108 |
|
|
2014
Q2 | $107K | Buy |
1,442
+75
| +5% | +$5.39K | 0.08% | 162 |
|
|
2014
Q1 | $97K | Buy |
1,367
+257
| +23% | +$17.9K | 0.07% | 167 |
|
|
2013
Q4 | $77K | Hold |
1,110
| – | – | 0.06% | 183 |
|
|
2013
Q3 | $74K | Buy |
1,110
+333
| +43% | +$22.7K | 0.06% | 182 |
|
|
2013
Q2 | $52K | Buy |
+777
| New | +$54.9K | 0.04% | 206 |
|
Other funds holding DUK
Kistler-Tiffany Companies's DUK Position: Q2 2023 in Review
Kistler-Tiffany Companies increased its Duke Energy (DUK) stake by 10% in Q2 2023, buying an estimated $9.81K and bringing the position to 1,138 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #399.
Kistler-Tiffany Companies first reported a position in DUK in Q2 2013 and has held it in 41 quarters since. The position peaked at $351K in Q2 2017. 1,805 funds tracked by Wall St. Rank hold DUK as of Q2 2023.
- Kistler-Tiffany Companies held 1,138 shares of Duke Energy worth $102K as of Q2 2023.
- Kistler-Tiffany Companies bought 104 Duke Energy shares in Q2 2023, an estimated $9.81K.
- Duke Energy made up 0.02% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #399 holding.
- Kistler-Tiffany Companies first reported a position in Duke Energy in Q2 2013 and has held it in 41 quarters since.
- Kistler-Tiffany Companies's Duke Energy position peaked at $351K in Q2 2017.
- 1,805 funds tracked by Wall St. Rank held Duke Energy as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.