Meeder Advisory Services’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 | $1.9M | Buy |
16,106
+1,446
| +10% | +$171K | 0.1% | 154 |
|
|
2025
Q1 | $1.79M | Buy |
14,660
+1,658
| +13% | +$202K | 0.11% | 155 |
|
|
2024
Q4 | $1.4M | Buy |
13,002
+7
| +0.1% | +$754 | 0.09% | 177 |
|
|
2024
Q3 | $1.5M | Buy |
12,995
+708
| +6% | +$81.6K | 0.1% | 167 |
|
|
2024
Q2 | $1.23M | Buy |
12,287
+4,038
| +49% | +$405K | 0.09% | 186 |
|
|
2024
Q1 | $798K | Buy |
8,249
+305
| +4% | +$29.5K | 0.08% | 211 |
|
|
2023
Q4 | $771K | Buy |
7,944
+1,194
| +18% | +$116K | 0.09% | 194 |
|
|
2023
Q3 | $596K | Sell |
6,750
-3,538
| -34% | -$312K | 0.07% | 224 |
|
|
2023
Q2 | $923K | Buy |
10,288
+156
| +2% | +$14K | 0.1% | 169 |
|
|
2023
Q1 | $977K | Sell |
10,132
-407
| -4% | -$39.3K | 0.11% | 157 |
|
|
2022
Q4 | $1.09M | Buy |
+10,539
| New | +$1.09M | 0.14% | 140 |
|