Lantz Financial’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 | $713K | Buy |
6,040
+52
| +0.9% | +$6.14K | 0.18% | 124 |
|
|
2025
Q1 | $730K | Sell |
5,988
-23
| -0.4% | -$2.81K | 0.2% | 116 |
|
|
2024
Q4 | $648K | Buy |
6,011
+106
| +2% | +$11.4K | 0.17% | 115 |
|
|
2024
Q3 | $681K | Sell |
5,905
-1,305
| -18% | -$150K | 0.18% | 115 |
|
|
2024
Q2 | $723K | Sell |
7,210
-112
| -2% | -$11.2K | 0.22% | 102 |
|
|
2024
Q1 | $708K | Buy |
7,322
+97
| +1% | +$9.38K | 0.23% | 100 |
|
|
2023
Q4 | $701K | Buy |
7,225
+1,201
| +20% | +$117K | 0.25% | 91 |
|
|
2023
Q3 | $532K | Buy |
6,024
+31
| +0.5% | +$2.74K | 0.21% | 101 |
|
|
2023
Q2 | $538K | Buy |
5,993
+396
| +7% | +$35.5K | 0.21% | 103 |
|
|
2023
Q1 | $540K | Buy |
5,597
+130
| +2% | +$12.5K | 0.22% | 102 |
|
|
2022
Q4 | $563K | Buy |
5,467
+595
| +12% | +$61.3K | 0.26% | 96 |
|
|
2022
Q3 | $453K | Buy |
4,872
+49
| +1% | +$4.56K | 0.24% | 99 |
|
|
2022
Q2 | $517K | Buy |
4,823
+142
| +3% | +$15.2K | 0.23% | 96 |
|
|
2022
Q1 | $523K | Buy |
4,681
+253
| +6% | +$28.3K | 0.21% | 101 |
|
|
2021
Q4 | $464K | Buy |
4,428
+252
| +6% | +$26.4K | 0.21% | 97 |
|
|
2021
Q3 | $408K | Buy |
4,176
+106
| +3% | +$10.4K | 0.21% | 100 |
|
|
2021
Q2 | $402K | Buy |
4,070
+295
| +8% | +$29.1K | 0.21% | 99 |
|
|
2021
Q1 | $364K | Buy |
3,775
+371
| +11% | +$35.8K | 0.21% | 95 |
|
|
2020
Q4 | $312K | Buy |
3,404
+137
| +4% | +$12.6K | 0.19% | 95 |
|
|
2020
Q3 | $289K | Sell |
3,267
-10
| -0.3% | -$885 | 0.19% | 91 |
|
|
2020
Q2 | $262K | Buy |
3,277
+10
| +0.3% | +$800 | 0.19% | 92 |
|
|
2020
Q1 | $264K | Sell |
3,267
-7
| -0.2% | -$566 | 0.21% | 93 |
|
|
2019
Q4 | $299K | Sell |
3,274
-16
| -0.5% | -$1.46K | 0.18% | 109 |
|
|
2019
Q3 | $312K | Buy |
3,290
+87
| +3% | +$8.25K | 0.21% | 100 |
|
|
2019
Q2 | $286K | Buy |
3,203
+5
| +0.2% | +$446 | 0.19% | 101 |
|
|
2019
Q1 | $288K | Buy |
+3,198
| New | +$288K | 0.21% | 94 |
|