Lake Street Private Wealth’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 | $439K | Hold |
3,717
| – | – | 0.06% | 177 |
|
|
2025
Q1 | $453K | Buy |
3,717
+275
| +8% | +$33.5K | 0.07% | 159 |
|
|
2024
Q4 | $371K | Sell |
3,442
-925
| -21% | -$99.7K | 0.06% | 175 |
|
|
2024
Q3 | $504K | Sell |
4,367
-2,032
| -32% | -$234K | 0.08% | 159 |
|
|
2024
Q2 | $641K | Sell |
6,399
-150
| -2% | -$15K | 0.08% | 191 |
|
|
2024
Q1 | $633K | Sell |
6,549
-325
| -5% | -$31.4K | 0.09% | 198 |
|
|
2023
Q4 | $667K | Sell |
6,874
-1,030
| -13% | -$100K | 0.11% | 172 |
|
|
2023
Q3 | $701K | Buy |
7,904
+17
| +0.2% | +$1.51K | 0.13% | 155 |
|
|
2023
Q2 | $708K | Sell |
7,887
-173
| -2% | -$15.5K | 0.12% | 158 |
|
|
2023
Q1 | $778K | Buy |
8,060
+2,417
| +43% | +$233K | 0.15% | 147 |
|
|
2022
Q4 | $581K | Buy |
5,643
+661
| +13% | +$68.1K | 0.12% | 166 |
|
|
2022
Q3 | $463K | Sell |
4,982
-100
| -2% | -$9.29K | 0.11% | 169 |
|
|
2022
Q2 | $545K | Sell |
5,082
-390
| -7% | -$41.8K | 0.11% | 155 |
|
|
2022
Q1 | $611K | Sell |
5,472
-250
| -4% | -$27.9K | 0.11% | 167 |
|
|
2021
Q4 | $600K | Buy |
5,722
+120
| +2% | +$12.6K | 0.11% | 177 |
|
|
2021
Q3 | $547K | Sell |
5,602
-230
| -4% | -$22.5K | 0.13% | 136 |
|
|
2021
Q2 | $581K | Sell |
5,832
-110
| -2% | -$11K | 0.15% | 130 |
|
|
2021
Q1 | $574K | Sell |
5,942
-350
| -6% | -$33.8K | 0.16% | 131 |
|
|
2020
Q4 | $576K | Buy |
6,292
+100
| +2% | +$9.15K | 0.17% | 120 |
|
|
2020
Q3 | $548K | Buy |
6,192
+200
| +3% | +$17.7K | 0.18% | 108 |
|
|
2020
Q2 | $478K | Buy |
5,992
+550
| +10% | +$43.9K | 0.18% | 104 |
|
|
2020
Q1 | $440K | Buy |
5,442
+925
| +20% | +$74.8K | 0.2% | 101 |
|
|
2019
Q4 | $412K | Buy |
4,517
+78
| +2% | +$7.11K | 0.16% | 124 |
|
|
2019
Q3 | $426K | Sell |
4,439
-532
| -11% | -$51.1K | 0.19% | 107 |
|
|
2019
Q2 | $439K | Buy |
4,971
+721
| +17% | +$63.7K | 0.26% | 86 |
|
|
2019
Q1 | $383K | Buy |
+4,250
| New | +$383K | 0.26% | 72 |
|