LIA
LBMC Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
3,243
+1
| +0% | +$118 | 0.03% | 144 |
|
|
2025
Q1 | $395K | Buy |
3,242
+1
| +0% | +$122 | 0.03% | 133 |
|
|
2024
Q4 | $349K | Buy |
3,241
+1
| +0% | +$108 | 0.03% | 146 |
|
|
2024
Q3 | $374K | Buy |
3,240
+1
| +0% | +$115 | 0.03% | 133 |
|
|
2024
Q2 | $325K | Buy |
3,239
+1
| +0% | +$100 | 0.03% | 136 |
|
|
2024
Q1 | $313K | Sell |
3,238
-2,341
| -42% | -$226K | 0.03% | 136 |
|
|
2023
Q4 | $541K | Sell |
5,579
-369
| -6% | -$35.8K | 0.05% | 91 |
|
|
2023
Q3 | $510K | Sell |
5,948
-46
| -0.8% | -$3.95K | 0.05% | 92 |
|
|
2023
Q2 | $538K | Buy |
5,994
+24
| +0.4% | +$2.15K | 0.05% | 93 |
|
|
2023
Q1 | $576K | Buy |
5,970
+22
| +0.4% | +$2.12K | 0.06% | 89 |
|
|
2022
Q4 | $613K | Buy |
5,948
+21
| +0.4% | +$2.16K | 0.06% | 78 |
|
|
2022
Q3 | $551K | Buy |
5,927
+1
| +0% | +$93 | 0.06% | 73 |
|
|
2022
Q2 | $635K | Sell |
5,926
-134
| -2% | -$14.4K | 0.07% | 69 |
|
|
2022
Q1 | $677K | Buy |
6,060
+1
| +0% | +$112 | 0.06% | 74 |
|
|
2021
Q4 | $636K | Buy |
6,059
+2
| +0% | +$210 | 0.06% | 82 |
|
|
2021
Q3 | $591 | Hold |
6,057
| – | – | 0.06% | 82 |
|
|
2021
Q2 | $598K | Buy |
6,057
+73
| +1% | +$7.21K | 0.06% | 79 |
|
|
2021
Q1 | $578K | Sell |
5,984
-148
| -2% | -$14.3K | 0.06% | 68 |
|
|
2020
Q4 | $561K | Buy |
6,132
+163
| +3% | +$14.9K | 0.07% | 69 |
|
|
2020
Q3 | $529K | Buy |
5,969
+1
| +0% | +$89 | 0.07% | 64 |
|
|
2020
Q2 | $477K | Sell |
5,968
-677
| -10% | -$54.1K | 0.08% | 58 |
|
|
2020
Q1 | $537K | Hold |
6,645
| – | – | 0.1% | 46 |
|
|
2019
Q4 | $606K | Hold |
6,645
| – | – | 0.09% | 51 |
|
|
2019
Q3 | $637K | Sell |
6,645
-412
| -6% | -$39.5K | 0.1% | 48 |
|
|
2019
Q2 | $623K | Hold |
7,057
| – | – | 0.09% | 50 |
|
|
2019
Q1 | $635K | Sell |
7,057
-677
| -9% | -$60.9K | 0.1% | 48 |
|
|
2018
Q4 | $667K | Buy |
7,734
+433
| +6% | +$37.3K | 0.12% | 43 |
|
|
2018
Q3 | $584K | Sell |
7,301
-1,869
| -20% | -$150K | 0.09% | 56 |
|
|
2018
Q2 | $725K | Buy |
9,170
+421
| +5% | +$33.3K | 0.12% | 43 |
|
|
2018
Q1 | $678K | Sell |
8,749
-1,248
| -12% | -$96.7K | 0.12% | 40 |
|
|
2017
Q4 | $841K | Buy |
9,997
+3,348
| +50% | +$282K | 0.14% | 39 |
|
|
2017
Q3 | $558K | Buy |
6,649
+871
| +15% | +$73.1K | 0.1% | 47 |
|
|
2017
Q2 | $483K | Buy |
5,778
+44
| +0.8% | +$3.68K | 0.08% | 49 |
|
|
2017
Q1 | $470K | Buy |
5,734
+45
| +0.8% | +$3.69K | 0.08% | 49 |
|
|
2016
Q4 | $442K | Buy |
5,689
+48
| +0.9% | +$3.73K | 0.08% | 54 |
|
|
2016
Q3 | $452K | Buy |
5,641
+46
| +0.8% | +$3.69K | 0.09% | 54 |
|
|
2016
Q2 | $480K | Buy |
5,595
+310
| +6% | +$26.6K | 0.1% | 45 |
|
|
2016
Q1 | $426K | Buy |
5,285
+43
| +0.8% | +$3.47K | 0.09% | 47 |
|
|
2015
Q4 | $374K | Buy |
5,242
+49
| +0.9% | +$3.5K | 0.08% | 48 |
|
|
2015
Q3 | $374K | Buy |
5,193
+1,446
| +39% | +$104K | 0.08% | 44 |
|
|
2015
Q2 | $265K | Sell |
3,747
-167
| -4% | -$11.8K | 0.06% | 50 |
|
|
2015
Q1 | $301K | Hold |
3,914
| – | – | 0.07% | 48 |
|
|
2014
Q4 | $327K | Hold |
3,914
| – | – | 0.08% | 47 |
|
|
2014
Q3 | $293K | Buy |
+3,914
| New | +$293K | 0.07% | 46 |
|