Lowe Brockenbrough & Co’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 | $11.3M | Sell |
95,768
-1,323
| -1% | -$156K | 0.64% | 45 |
|
|
2025
Q1 | $11.8M | Buy |
97,091
+9,336
| +11% | +$1.14M | 0.78% | 40 |
|
|
2024
Q4 | $9.45M | Buy |
87,755
+40
| +0% | +$4.31K | 0.61% | 51 |
|
|
2024
Q3 | $10.1M | Buy |
87,715
+18,702
| +27% | +$2.16M | 0.65% | 50 |
|
|
2024
Q2 | $6.92M | Buy |
69,013
+3,598
| +6% | +$361K | 0.46% | 64 |
|
|
2024
Q1 | $6.33M | Buy |
65,415
+59,371
| +982% | +$5.74M | 0.43% | 68 |
|
|
2023
Q4 | $587K | Buy |
6,044
+145
| +2% | +$14.1K | 0.05% | 204 |
|
|
2023
Q3 | $521K | Buy |
5,899
+21
| +0.4% | +$1.85K | 0.04% | 209 |
|
|
2023
Q2 | $527K | Sell |
5,878
-50
| -0.8% | -$4.49K | 0.04% | 214 |
|
|
2023
Q1 | $572K | Buy |
5,928
+300
| +5% | +$28.9K | 0.05% | 207 |
|
|
2022
Q4 | $580K | Buy |
5,628
+1,727
| +44% | +$178K | 0.05% | 202 |
|
|
2022
Q3 | $363K | Sell |
3,901
-79
| -2% | -$7.35K | 0.04% | 214 |
|
|
2022
Q2 | $427K | Buy |
3,980
+100
| +3% | +$10.7K | 0.04% | 211 |
|
|
2022
Q1 | $433K | Buy |
3,880
+6
| +0.2% | +$670 | 0.03% | 217 |
|
|
2021
Q4 | $406K | Buy |
+3,874
| New | +$406K | 0.03% | 211 |
|
|
2021
Q2 | – | Sell |
-2,091
| Closed | -$202K | – | 223 |
|
|
2021
Q1 | $202K | Sell |
2,091
-136
| -6% | -$13.1K | 0.02% | 219 |
|
|
2020
Q4 | $204K | Sell |
2,227
-62
| -3% | -$5.68K | 0.02% | 208 |
|
|
2020
Q3 | $203K | Sell |
2,289
-428
| -16% | -$38K | 0.03% | 202 |
|
|
2020
Q2 | $217K | Buy |
2,717
+200
| +8% | +$16K | 0.03% | 196 |
|
|
2020
Q1 | $204K | Hold |
2,517
| – | – | 0.03% | 193 |
|
|
2019
Q4 | $230K | Buy |
2,517
+111
| +5% | +$10.1K | 0.03% | 202 |
|
|
2019
Q3 | $231K | Buy |
+2,406
| New | +$231K | 0.03% | 200 |
|
|
2017
Q3 | – | Sell |
-2,589
| Closed | -$216K | – | 200 |
|
|
2017
Q2 | $216K | Sell |
2,589
-1,565
| -38% | -$131K | 0.03% | 189 |
|
|
2017
Q1 | $341K | Sell |
4,154
-85
| -2% | -$6.98K | 0.05% | 166 |
|
|
2016
Q4 | $329K | Hold |
4,239
| – | – | 0.06% | 165 |
|
|
2016
Q3 | $339K | Buy |
+4,239
| New | +$339K | 0.06% | 162 |
|
|
2013
Q3 | – | Sell |
-7,958
| Closed | -$537K | – | 176 |
|
|
2013
Q2 | $537K | Buy |
+7,958
| New | +$537K | 0.1% | 137 |
|