Legacy Financial Advisors’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 | $730K | Buy |
6,188
+112
| +2% | +$13.2K | 0.11% | 157 |
|
|
2025
Q1 | $741K | Buy |
6,076
+188
| +3% | +$22.9K | 0.12% | 141 |
|
|
2024
Q4 | $634K | Sell |
5,888
-26
| -0.4% | -$2.8K | 0.1% | 165 |
|
|
2024
Q3 | $682K | Buy |
5,914
+108
| +2% | +$12.5K | 0.11% | 156 |
|
|
2024
Q2 | $582K | Buy |
5,806
+238
| +4% | +$23.9K | 0.1% | 167 |
|
|
2024
Q1 | $538K | Buy |
5,568
+211
| +4% | +$20.4K | 0.1% | 176 |
|
|
2023
Q4 | $520K | Buy |
5,357
+235
| +5% | +$22.8K | 0.1% | 162 |
|
|
2023
Q3 | $452K | Buy |
5,122
+757
| +17% | +$66.8K | 0.09% | 151 |
|
|
2023
Q2 | $392K | Sell |
4,365
-1,610
| -27% | -$144K | 0.07% | 166 |
|
|
2023
Q1 | $576K | Buy |
5,975
+176
| +3% | +$17K | 0.12% | 108 |
|
|
2022
Q4 | $597K | Buy |
5,799
+1,321
| +29% | +$136K | 0.13% | 96 |
|
|
2022
Q3 | $416K | Buy |
4,478
+305
| +7% | +$28.3K | 0.1% | 114 |
|
|
2022
Q2 | $447K | Buy |
4,173
+190
| +5% | +$20.4K | 0.11% | 100 |
|
|
2022
Q1 | $445K | Buy |
3,983
+68
| +2% | +$7.6K | 0.1% | 114 |
|
|
2021
Q4 | $411K | Buy |
3,915
+29
| +0.7% | +$3.04K | 0.09% | 109 |
|
|
2021
Q3 | $379K | Buy |
3,886
+1,281
| +49% | +$125K | 0.09% | 103 |
|
|
2021
Q2 | $257K | Buy |
2,605
+127
| +5% | +$12.5K | 0.07% | 142 |
|
|
2021
Q1 | $239K | Buy |
2,478
+215
| +10% | +$20.7K | 0.07% | 138 |
|
|
2020
Q4 | $207K | Sell |
2,263
-2,333
| -51% | -$213K | 0.06% | 141 |
|
|
2020
Q3 | $407K | Buy |
+4,596
| New | +$407K | 0.12% | 63 |
|
|
2020
Q1 | – | Sell |
-8,591
| Closed | -$784K | – | 78 |
|
|
2019
Q4 | $784K | Sell |
8,591
-36
| -0.4% | -$3.29K | 0.25% | 40 |
|
|
2019
Q3 | $827K | Sell |
8,627
-6
| -0.1% | -$575 | 0.27% | 39 |
|
|
2019
Q2 | $762K | Sell |
8,633
-2
| -0% | -$177 | 0.27% | 40 |
|
|
2019
Q1 | $777K | Sell |
8,635
-387
| -4% | -$34.8K | 0.26% | 38 |
|
|
2018
Q4 | $779K | Buy |
9,022
+208
| +2% | +$18K | 0.3% | 37 |
|
|
2018
Q3 | $705K | Buy |
8,814
+2,310
| +36% | +$185K | 0.26% | 39 |
|
|
2018
Q2 | $524K | Buy |
6,504
+203
| +3% | +$16.4K | 0.2% | 46 |
|
|
2018
Q1 | $488K | Buy |
6,301
+222
| +4% | +$17.2K | 0.19% | 53 |
|
|
2017
Q4 | $511K | Buy |
+6,079
| New | +$511K | 0.21% | 44 |
|