Lowe Wealth Advisors’s Duke Energy DUK Stock Holding History

Lowe Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.3K	Hold	452	–	–	0.02%	138
2025 Q1	$55.1K	Buy	452 +17	+4%	+$2.07K	0.02%	127
2024 Q4	$46.9K	Buy	435 +53	+14%	+$5.71K	0.02%	136
2024 Q3	$44K	Buy	382 +83	+28%	+$9.57K	0.02%	136
2024 Q2	$30K	Hold	299	–	–	0.01%	150
2024 Q1	$28.9K	Hold	299	–	–	0.01%	142
2023 Q4	$29K	Hold	299	–	–	0.01%	141
2023 Q3	$26.4K	Hold	299	–	–	0.01%	137
2023 Q2	$26.8K	Hold	299	–	–	0.01%	140
2023 Q1	$28.8K	Hold	299	–	–	0.02%	135
2022 Q4	$30.8K	Hold	299	–	–	0.02%	130
2022 Q3	$28K	Buy	299 +166	+125%	+$15.5K	0.02%	130
2022 Q2	$14K	Hold	133	–	–	0.01%	162
2022 Q1	$15K	Hold	133	–	–	0.01%	169
2021 Q4	$14K	Hold	133	–	–	0.01%	172
2021 Q3	$13K	Hold	133	–	–	0.01%	169
2021 Q2	$13K	Hold	133	–	–	0.01%	171
2021 Q1	$13K	Hold	133	–	–	0.01%	162
2020 Q4	$12K	Sell	133 -100	-43%	-$9.02K	0.01%	163
2020 Q3	$21K	Hold	233	–	–	0.01%	117
2020 Q2	$19K	Hold	233	–	–	0.01%	111
2020 Q1	$19K	Hold	233	–	–	0.01%	108
2019 Q4	$21K	Hold	233	–	–	0.01%	113
2019 Q3	$22K	Hold	233	–	–	0.01%	110
2019 Q2	$21K	Hold	233	–	–	0.01%	117
2019 Q1	$20K	Hold	233	–	–	0.01%	109
2018 Q4	$20K	Hold	233	–	–	0.01%	105
2018 Q3	$19K	Hold	233	–	–	0.01%	116
2018 Q2	$18K	Hold	233	–	–	0.01%	111
2018 Q1	$18K	Hold	233	–	–	0.01%	116
2017 Q4	$20K	Hold	233	–	–	0.01%	116
2017 Q3	$20K	Hold	233	–	–	0.01%	112
2017 Q2	$19K	Hold	233	–	–	0.01%	100
2017 Q1	$19K	Hold	233	–	–	0.01%	104
2016 Q4	$18K	Sell	233 -166	-42%	-$12.8K	0.01%	101
2016 Q3	$32K	Buy	399 +166	+71%	+$13.3K	0.02%	75
2016 Q2	$20K	Hold	233	–	–	0.01%	92
2016 Q1	$19K	Hold	233	–	–	0.01%	95
2015 Q4	$17K	Hold	233	–	–	0.01%	95
2015 Q3	$17K	Sell	233 -566	-71%	-$41.3K	0.01%	90
2015 Q2	$56K	Hold	799	–	–	0.04%	67
2015 Q1	$61K	Hold	799	–	–	0.04%	64
2014 Q4	$67K	Buy	+799	New	+$67K	0.05%	60