Lynch & Associates’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 | $3.75M | Buy |
31,737
+795
| +3% | +$93.8K | 0.75% | 45 |
|
|
2025
Q1 | $3.77M | Sell |
30,942
-428
| -1% | -$52.2K | 0.82% | 42 |
|
|
2024
Q4 | $3.38M | Sell |
31,370
-222
| -0.7% | -$23.9K | 0.73% | 43 |
|
|
2024
Q3 | $3.64M | Buy |
31,592
+341
| +1% | +$39.3K | 0.77% | 43 |
|
|
2024
Q2 | $3.13M | Sell |
31,251
-184
| -0.6% | -$18.4K | 0.71% | 43 |
|
|
2024
Q1 | $3.04M | Buy |
31,435
+329
| +1% | +$31.8K | 0.7% | 44 |
|
|
2023
Q4 | $3.02M | Sell |
31,106
-785
| -2% | -$76.2K | 0.73% | 41 |
|
|
2023
Q3 | $2.81M | Sell |
31,891
-379
| -1% | -$33.5K | 0.74% | 41 |
|
|
2023
Q2 | $2.9M | Sell |
32,270
-558
| -2% | -$50.1K | 0.74% | 41 |
|
|
2023
Q1 | $3.17M | Sell |
32,828
-601
| -2% | -$58K | 0.83% | 41 |
|
|
2022
Q4 | $3.44M | Sell |
33,429
-361
| -1% | -$37.2K | 0.9% | 40 |
|
|
2022
Q3 | $3.14M | Buy |
33,790
+182
| +0.5% | +$16.9K | 0.92% | 38 |
|
|
2022
Q2 | $3.6M | Buy |
33,608
+192
| +0.6% | +$20.6K | 0.98% | 37 |
|
|
2022
Q1 | $3.73M | Buy |
33,416
+344
| +1% | +$38.4K | 0.9% | 41 |
|
|
2021
Q4 | $3.47M | Buy |
33,072
+904
| +3% | +$94.8K | 0.82% | 41 |
|
|
2021
Q3 | $3.14M | Buy |
32,168
+235
| +0.7% | +$22.9K | 0.81% | 40 |
|
|
2021
Q2 | $3.15M | Sell |
31,933
-138
| -0.4% | -$13.6K | 0.81% | 40 |
|
|
2021
Q1 | $3.1M | Sell |
32,071
-467
| -1% | -$45.1K | 0.84% | 39 |
|
|
2020
Q4 | $2.98M | Buy |
32,538
+249
| +0.8% | +$22.8K | 0.81% | 40 |
|
|
2020
Q3 | $2.86M | Sell |
32,289
-531
| -2% | -$47K | 0.86% | 36 |
|
|
2020
Q2 | $2.62M | Sell |
32,820
-89
| -0.3% | -$7.11K | 0.85% | 37 |
|
|
2020
Q1 | $2.66M | Buy |
32,909
+749
| +2% | +$60.6K | 0.98% | 33 |
|
|
2019
Q4 | $2.93M | Sell |
32,160
-201
| -0.6% | -$18.3K | 0.84% | 40 |
|
|
2019
Q3 | $3.1M | Buy |
32,361
+7
| +0% | +$671 | 0.95% | 36 |
|
|
2019
Q2 | $2.86M | Buy |
32,354
+894
| +3% | +$78.9K | 0.93% | 37 |
|
|
2019
Q1 | $2.83M | Sell |
31,460
-103
| -0.3% | -$9.27K | 0.94% | 37 |
|
|
2018
Q4 | $2.72M | Buy |
31,563
+76
| +0.2% | +$6.56K | 1.02% | 35 |
|
|
2018
Q3 | $2.52M | Buy |
31,487
+4,265
| +16% | +$341K | 0.85% | 40 |
|
|
2018
Q2 | $2.15M | Sell |
27,222
-1,413
| -5% | -$112K | 0.78% | 40 |
|
|
2018
Q1 | $2.22M | Sell |
28,635
-722
| -2% | -$55.9K | 0.85% | 41 |
|
|
2017
Q4 | $2.47M | Buy |
29,357
+1,840
| +7% | +$155K | 0.93% | 39 |
|
|
2017
Q3 | $2.31M | Sell |
27,517
-85
| -0.3% | -$7.13K | 0.92% | 38 |
|
|
2017
Q2 | $2.31M | Sell |
27,602
-882
| -3% | -$73.7K | 0.91% | 40 |
|
|
2017
Q1 | $2.34M | Buy |
28,484
+301
| +1% | +$24.7K | 0.95% | 40 |
|
|
2016
Q4 | $2.19M | Sell |
28,183
-1,776
| -6% | -$138K | 0.92% | 39 |
|
|
2016
Q3 | $2.4M | Sell |
29,959
-164
| -0.5% | -$13.1K | 1.06% | 32 |
|
|
2016
Q2 | $2.58M | Buy |
30,123
+179
| +0.6% | +$15.4K | 1.15% | 31 |
|
|
2016
Q1 | $2.42M | Buy |
29,944
+2,991
| +11% | +$241K | 1.15% | 31 |
|
|
2015
Q4 | $1.92M | Sell |
26,953
-1,568
| -5% | -$112K | 0.99% | 36 |
|
|
2015
Q3 | $2.05M | Sell |
28,521
-148
| -0.5% | -$10.6K | 1.14% | 30 |
|
|
2015
Q2 | $2.03M | Buy |
28,669
+103
| +0.4% | +$7.28K | 1.06% | 31 |
|
|
2015
Q1 | $2.19M | Buy |
28,566
+7,557
| +36% | +$580K | 1.15% | 31 |
|
|
2014
Q4 | $1.76M | Sell |
21,009
-7,673
| -27% | -$641K | 0.94% | 37 |
|
|
2014
Q3 | $2.15M | Buy |
28,682
+1,203
| +4% | +$90K | 1.21% | 27 |
|
|
2014
Q2 | $2.04M | Buy |
27,479
+1,014
| +4% | +$75.2K | 1.16% | 29 |
|
|
2014
Q1 | $1.89M | Buy |
26,465
+3,210
| +14% | +$229K | 1.11% | 30 |
|
|
2013
Q4 | $1.61M | Sell |
23,255
-672
| -3% | -$46.4K | 0.96% | 38 |
|
|
2013
Q3 | $1.6M | Buy |
23,927
+31
| +0.1% | +$2.07K | 1.07% | 32 |
|
|
2013
Q2 | $1.61M | Buy |
+23,896
| New | +$1.61M | 1.11% | 30 |
|