LPL Financial’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 | $233M | Buy |
1,974,303
+169,444
| +9% | +$20M | 0.08% | 253 |
|
|
2025
Q1 | $220M | Buy |
1,804,859
+150,856
| +9% | +$18.4M | 0.09% | 222 |
|
|
2024
Q4 | $178M | Buy |
1,654,003
+81,601
| +5% | +$8.79M | 0.07% | 243 |
|
|
2024
Q3 | $181M | Sell |
1,572,402
-53,588
| -3% | -$6.18M | 0.08% | 221 |
|
|
2024
Q2 | $163M | Buy |
1,625,990
+56,629
| +4% | +$5.68M | 0.08% | 220 |
|
|
2024
Q1 | $152M | Buy |
1,569,361
+7,407
| +0.5% | +$716K | 0.08% | 218 |
|
|
2023
Q4 | $152M | Buy |
1,561,954
+68,873
| +5% | +$6.68M | 0.09% | 190 |
|
|
2023
Q3 | $132M | Buy |
1,493,081
+33,161
| +2% | +$2.93M | 0.09% | 194 |
|
|
2023
Q2 | $131M | Buy |
1,459,920
+140,364
| +11% | +$12.6M | 0.09% | 190 |
|
|
2023
Q1 | $127M | Buy |
1,319,556
+129,083
| +11% | +$12.5M | 0.1% | 188 |
|
|
2022
Q4 | $123M | Buy |
1,190,473
+140,440
| +13% | +$14.5M | 0.11% | 184 |
|
|
2022
Q3 | $97.7M | Buy |
1,050,033
+71,964
| +7% | +$6.69M | 0.09% | 193 |
|
|
2022
Q2 | $105M | Buy |
978,069
+119,520
| +14% | +$12.8M | 0.1% | 194 |
|
|
2022
Q1 | $95.9M | Buy |
858,549
+57,939
| +7% | +$6.47M | 0.08% | 226 |
|
|
2021
Q4 | $84M | Buy |
800,610
+26,597
| +3% | +$2.79M | 0.07% | 263 |
|
|
2021
Q3 | $75.5M | Buy |
774,013
+77,979
| +11% | +$7.61M | 0.07% | 256 |
|
|
2021
Q2 | $68.7M | Buy |
696,034
+47,033
| +7% | +$4.64M | 0.07% | 258 |
|
|
2021
Q1 | $62.6M | Buy |
649,001
+11,586
| +2% | +$1.12M | 0.07% | 251 |
|
|
2020
Q4 | $58.4M | Buy |
637,415
+29,531
| +5% | +$2.7M | 0.08% | 245 |
|
|
2020
Q3 | $53.8M | Sell |
607,884
-5,710
| -0.9% | -$506K | 0.08% | 219 |
|
|
2020
Q2 | $49M | Buy |
613,594
+37,491
| +7% | +$3M | 0.09% | 213 |
|
|
2020
Q1 | $46.6M | Buy |
576,103
+25,546
| +5% | +$2.07M | 0.1% | 178 |
|
|
2019
Q4 | $50.2M | Buy |
550,557
+39,084
| +8% | +$3.56M | 0.09% | 195 |
|
|
2019
Q3 | $49M | Buy |
511,473
+6,459
| +1% | +$619K | 0.1% | 179 |
|
|
2019
Q2 | $44.6M | Buy |
505,014
+328
| +0.1% | +$28.9K | 0.1% | 190 |
|
|
2019
Q1 | $45.4M | Sell |
504,686
-3,819
| -0.8% | -$344K | 0.1% | 178 |
|
|
2018
Q4 | $43.9M | Buy |
508,505
+27,284
| +6% | +$2.35M | 0.12% | 158 |
|
|
2018
Q3 | $38.5M | Buy |
481,221
+17,232
| +4% | +$1.38M | 0.09% | 197 |
|
|
2018
Q2 | $36.7M | Buy |
463,989
+12,580
| +3% | +$995K | 0.1% | 179 |
|
|
2018
Q1 | $35M | Buy |
451,409
+141,042
| +45% | +$10.9M | 0.1% | 187 |
|
|
2017
Q4 | $26.1M | Buy |
310,367
+58,786
| +23% | +$4.94M | 0.08% | 211 |
|
|
2017
Q3 | $21.1M | Buy |
251,581
+11,595
| +5% | +$973K | 0.07% | 220 |
|
|
2017
Q2 | $20.1M | Buy |
239,986
+227,303
| +1,792% | +$19M | 0.08% | 217 |
|
|
2017
Q1 | $1.04M | Sell |
12,683
-3,868
| -23% | -$317K | 0.01% | 1238 |
|
|
2016
Q4 | $1.29M | Sell |
16,551
-7,093
| -30% | -$552K | 0.01% | 1050 |
|
|
2016
Q3 | $1.86M | Sell |
23,644
-790
| -3% | -$62.2K | 0.02% | 808 |
|
|
2016
Q2 | $2.11M | Sell |
24,434
-342,408
| -93% | -$29.6M | 0.02% | 738 |
|
|
2016
Q1 | $29.3M | Buy |
366,842
+64,470
| +21% | +$5.15M | 0.08% | 210 |
|
|
2015
Q4 | $21.7M | Buy |
302,372
+118,879
| +65% | +$8.52M | 0.06% | 265 |
|
|
2015
Q3 | $13.4M | Sell |
183,493
-9,932
| -5% | -$725K | 0.07% | 227 |
|
|
2015
Q2 | $14.1M | Buy |
193,425
+986
| +0.5% | +$71.7K | 0.07% | 243 |
|
|
2015
Q1 | $14.8M | Sell |
192,439
-16,035
| -8% | -$1.23M | 0.08% | 234 |
|
|
2014
Q4 | $17.4M | Buy |
208,474
+6,411
| +3% | +$536K | 0.1% | 195 |
|
|
2014
Q3 | $15.2M | Buy |
202,063
+4,725
| +2% | +$356K | 0.09% | 206 |
|
|
2014
Q2 | $14.6M | Buy |
197,338
+13,524
| +7% | +$1M | 0.09% | 211 |
|
|
2014
Q1 | $13.1M | Buy |
183,814
+5,141
| +3% | +$366K | 0.08% | 223 |
|
|
2013
Q4 | $12.3M | Buy |
178,673
+2,801
| +2% | +$193K | 0.08% | 230 |
|
|
2013
Q3 | $12.1M | Buy |
175,872
+12,220
| +7% | +$838K | 0.08% | 223 |
|
|
2013
Q2 | $11M | Buy |
+163,652
| New | +$11M | 0.08% | 222 |
|