Madden Securities’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 | $852K | Sell |
7,221
-703
| -9% | -$83K | 0.29% | 64 |
|
|
2025
Q1 | $966K | Hold |
7,924
| – | – | 0.38% | 66 |
|
|
2024
Q4 | $854K | Hold |
7,924
| – | – | 0.34% | 62 |
|
|
2024
Q3 | $914K | Sell |
7,924
-100
| -1% | -$11.5K | 0.39% | 56 |
|
|
2024
Q2 | $804K | Hold |
8,024
| – | – | 0.36% | 61 |
|
|
2024
Q1 | $776K | Buy |
8,024
+75
| +0.9% | +$7.25K | 0.36% | 62 |
|
|
2023
Q4 | $771K | Hold |
7,949
| – | – | 0.41% | 52 |
|
|
2023
Q3 | $702K | Sell |
7,949
-20
| -0.3% | -$1.77K | 0.4% | 49 |
|
|
2023
Q2 | $715K | Sell |
7,969
-800
| -9% | -$71.8K | 0.37% | 51 |
|
|
2023
Q1 | $846K | Hold |
8,769
| – | – | 0.45% | 47 |
|
|
2022
Q4 | $903K | Sell |
8,769
-150
| -2% | -$15.4K | 0.48% | 45 |
|
|
2022
Q3 | $830K | Hold |
8,919
| – | – | 0.5% | 45 |
|
|
2022
Q2 | $956K | Hold |
8,919
| – | – | 0.52% | 47 |
|
|
2022
Q1 | $996K | Hold |
8,919
| – | – | 0.45% | 52 |
|
|
2021
Q4 | $936K | Sell |
8,919
-280
| -3% | -$29.4K | 0.44% | 57 |
|
|
2021
Q3 | $898K | Sell |
9,199
-387
| -4% | -$37.8K | 0.49% | 56 |
|
|
2021
Q2 | $946K | Buy |
9,586
+2
| +0% | +$197 | 0.49% | 57 |
|
|
2021
Q1 | $925K | Buy |
9,584
+2
| +0% | +$193 | 0.54% | 53 |
|
|
2020
Q4 | $877K | Sell |
9,582
-382
| -4% | -$35K | 0.56% | 51 |
|
|
2020
Q3 | $882K | Buy |
9,964
+3,006
| +43% | +$266K | 0.66% | 49 |
|
|
2020
Q2 | $556K | Buy |
+6,958
| New | +$556K | 0.5% | 56 |
|
|
2019
Q4 | $1.16M | Buy |
+12,710
| New | +$1.16M | 1.16% | 24 |
|