Lake Street Advisors Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $698K | Buy |
6,477
+51
| +0.8% | +$5.5K | 0.03% | 275 |
|
|
2024
Q3 | $741K | Buy |
6,426
+215
| +3% | +$24.8K | 0.03% | 261 |
|
|
2024
Q2 | $622K | Sell |
6,211
-168
| -3% | -$16.8K | 0.03% | 283 |
|
|
2024
Q1 | $617K | Buy |
6,379
+1,003
| +19% | +$97K | 0.03% | 305 |
|
|
2023
Q4 | $522K | Buy |
+5,376
| New | +$522K | 0.03% | 321 |
|
|
2021
Q3 | – | Sell |
-3,296
| Closed | -$348K | – | 284 |
|
|
2021
Q2 | $348K | Buy |
3,296
+33
| +1% | +$3.48K | 0.03% | 217 |
|
|
2021
Q1 | $315K | Buy |
3,263
+329
| +11% | +$31.8K | 0.03% | 224 |
|
|
2020
Q4 | $269K | Buy |
2,934
+154
| +6% | +$14.1K | 0.02% | 243 |
|
|
2020
Q3 | $246K | Buy |
+2,780
| New | +$246K | 0.02% | 229 |
|
|
2020
Q2 | – | Sell |
-3,414
| Closed | -$276K | – | 277 |
|
|
2020
Q1 | $276K | Buy |
3,414
+690
| +25% | +$55.8K | 0.03% | 188 |
|
|
2019
Q4 | $248K | Buy |
2,724
+269
| +11% | +$24.5K | 0.02% | 212 |
|
|
2019
Q3 | $207K | Hold |
2,455
| – | – | 0.02% | 210 |
|
|
2019
Q2 | $217K | Buy |
+2,455
| New | +$217K | 0.02% | 197 |
|
|
2018
Q2 | – | Sell |
-3,632
| Closed | -$281K | – | 341 |
|
|
2018
Q1 | $281K | Buy |
3,632
+109
| +3% | +$8.43K | 0.03% | 214 |
|
|
2017
Q4 | $296K | Buy |
+3,523
| New | +$296K | 0.03% | 220 |
|