Live Oak 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 | $2.96M | Sell |
25,055
-423
| -2% | -$49.9K | 0.44% | 63 |
|
|
2025
Q1 | $3.11M | Buy |
25,478
+456
| +2% | +$55.6K | 0.5% | 56 |
|
|
2024
Q4 | $2.7M | Sell |
25,022
-459
| -2% | -$49.5K | 0.45% | 60 |
|
|
2024
Q3 | $2.94M | Buy |
25,481
+1,492
| +6% | +$172K | 0.48% | 61 |
|
|
2024
Q2 | $2.4M | Buy |
23,989
+456
| +2% | +$45.7K | 0.41% | 66 |
|
|
2024
Q1 | $2.28M | Sell |
23,533
-692
| -3% | -$66.9K | 0.39% | 65 |
|
|
2023
Q4 | $2.35M | Buy |
24,225
+239
| +1% | +$23.2K | 0.44% | 58 |
|
|
2023
Q3 | $2.12M | Sell |
23,986
-3,966
| -14% | -$350K | 0.45% | 54 |
|
|
2023
Q2 | $2.51M | Buy |
27,952
+371
| +1% | +$33.3K | 0.5% | 56 |
|
|
2023
Q1 | $2.66M | Sell |
27,581
-32
| -0.1% | -$3.09K | 0.55% | 54 |
|
|
2022
Q4 | $2.84M | Buy |
27,613
+227
| +0.8% | +$23.4K | 0.59% | 51 |
|
|
2022
Q3 | $2.55M | Sell |
27,386
-173
| -0.6% | -$16.1K | 0.57% | 58 |
|
|
2022
Q2 | $2.96M | Buy |
27,559
+53
| +0.2% | +$5.68K | 0.62% | 60 |
|
|
2022
Q1 | $3.07M | Buy |
27,506
+85
| +0.3% | +$9.49K | 0.59% | 59 |
|
|
2021
Q4 | $2.88M | Buy |
27,421
+3,564
| +15% | +$374K | 0.54% | 58 |
|
|
2021
Q3 | $2.33M | Buy |
23,857
+3,619
| +18% | +$353K | 0.47% | 59 |
|
|
2021
Q2 | $2M | Buy |
20,238
+17,417
| +617% | +$1.72M | 0.44% | 60 |
|
|
2021
Q1 | $272K | Sell |
2,821
-2,770
| -50% | -$267K | 0.07% | 136 |
|
|
2020
Q4 | $512K | Buy |
5,591
+3,177
| +132% | +$291K | 0.14% | 98 |
|
|
2020
Q3 | $214K | Sell |
2,414
-268
| -10% | -$23.8K | 0.07% | 125 |
|
|
2020
Q2 | $214K | Buy |
+2,682
| New | +$214K | 0.08% | 124 |
|