Larson Financial Group’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 | $775K | Buy |
6,565
+1,925
| +41% | +$227K | 0.03% | 342 |
|
|
2025
Q1 | $566K | Sell |
4,640
-216
| -4% | -$26.3K | 0.03% | 368 |
|
|
2024
Q4 | $523K | Buy |
4,856
+1,746
| +56% | +$188K | 0.03% | 343 |
|
|
2024
Q3 | $359K | Buy |
3,110
+766
| +33% | +$88.3K | 0.02% | 416 |
|
|
2024
Q2 | $235K | Buy |
2,344
+288
| +14% | +$28.9K | 0.02% | 413 |
|
|
2024
Q1 | $199K | Sell |
2,056
-171
| -8% | -$16.5K | 0.02% | 407 |
|
|
2023
Q4 | $216K | Buy |
2,227
+3
| +0.1% | +$291 | 0.02% | 337 |
|
|
2023
Q3 | $196K | Buy |
2,224
+658
| +42% | +$58.1K | 0.02% | 328 |
|
|
2023
Q2 | $141K | Hold |
1,566
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $151K | Buy |
1,566
+508
| +48% | +$49K | 0.02% | 357 |
|
|
2022
Q4 | $109K | Hold |
1,058
| – | – | 0.01% | 393 |
|
|
2022
Q3 | $98K | Buy |
1,058
+276
| +35% | +$25.6K | 0.01% | 360 |
|
|
2022
Q2 | $84K | Sell |
782
-100
| -11% | -$10.7K | 0.01% | 280 |
|
|
2022
Q1 | $98K | Hold |
882
| – | – | 0.02% | 273 |
|
|
2021
Q4 | $92K | Sell |
882
-480
| -35% | -$50.1K | 0.01% | 285 |
|
|
2021
Q3 | $133K | Buy |
1,362
+655
| +93% | +$64K | 0.03% | 181 |
|
|
2021
Q2 | $70K | Sell |
707
-9
| -1% | -$891 | 0.02% | 223 |
|
|
2021
Q1 | $69K | Buy |
716
+190
| +36% | +$18.3K | 0.02% | 210 |
|
|
2020
Q4 | $48K | Buy |
526
+2
| +0.4% | +$183 | 0.02% | 227 |
|
|
2020
Q3 | $46K | Sell |
524
-552
| -51% | -$48.5K | 0.02% | 213 |
|
|
2020
Q2 | $86K | Buy |
1,076
+132
| +14% | +$10.6K | 0.04% | 141 |
|
|
2020
Q1 | $76K | Buy |
944
+492
| +109% | +$39.6K | 0.05% | 129 |
|
|
2019
Q4 | $41K | Buy |
452
+30
| +7% | +$2.72K | 0.02% | 165 |
|
|
2019
Q3 | $40K | Hold |
422
| – | – | 0.03% | 162 |
|
|
2019
Q2 | $37K | Buy |
422
+167
| +65% | +$14.6K | 0.03% | 143 |
|
|
2019
Q1 | $23K | Buy |
255
+197
| +340% | +$17.8K | 0.02% | 160 |
|
|
2018
Q4 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 270 |
|