Lokken Investment 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 | $286K | Sell |
2,421
-212
| -8% | -$25K | 0.11% | 109 |
|
|
2025
Q1 | $321K | Buy |
2,633
+84
| +3% | +$10.2K | 0.14% | 97 |
|
|
2024
Q4 | $275K | Buy |
2,549
+194
| +8% | +$20.9K | 0.12% | 108 |
|
|
2024
Q3 | $271K | Buy |
2,355
+12
| +0.5% | +$1.38K | 0.11% | 118 |
|
|
2024
Q2 | $235K | Buy |
2,343
+12
| +0.5% | +$1.2K | 0.11% | 123 |
|
|
2024
Q1 | $225K | Buy |
2,331
+3
| +0.1% | +$290 | 0.11% | 127 |
|
|
2023
Q4 | $226K | Buy |
+2,328
| New | +$226K | 0.13% | 120 |
|
|
2023
Q2 | – | Sell |
-2,219
| Closed | -$214K | – | 133 |
|
|
2023
Q1 | $214K | Buy |
2,219
+151
| +7% | +$14.6K | 0.16% | 109 |
|
|
2022
Q4 | $213K | Buy |
+2,068
| New | +$213K | 0.17% | 108 |
|
|
2022
Q3 | – | Sell |
-2,078
| Closed | -$223K | – | 115 |
|
|
2022
Q2 | $223K | Buy |
2,078
+12
| +0.6% | +$1.29K | 0.18% | 104 |
|
|
2022
Q1 | $228K | Buy |
2,066
+3
| +0.1% | +$331 | 0.18% | 111 |
|
|
2021
Q4 | $216K | Buy |
2,063
+2
| +0.1% | +$209 | 0.15% | 125 |
|
|
2021
Q3 | $201K | Buy |
2,061
+2
| +0.1% | +$195 | 0.16% | 115 |
|
|
2021
Q2 | $203K | Sell |
2,059
-47
| -2% | -$4.63K | 0.16% | 111 |
|
|
2021
Q1 | $203K | Buy |
+2,106
| New | +$203K | 0.18% | 106 |
|