MONECO Advisors’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 | $4.49M | Sell |
38,049
-781
| -2% | -$92.2K | 0.42% | 47 |
|
|
2025
Q1 | $4.74M | Sell |
38,830
-114
| -0.3% | -$13.9K | 0.49% | 37 |
|
|
2024
Q4 | $4.2M | Buy |
38,944
+1,451
| +4% | +$156K | 0.44% | 50 |
|
|
2024
Q3 | $4.32M | Buy |
37,493
+91
| +0.2% | +$10.5K | 0.54% | 46 |
|
|
2024
Q2 | $3.75M | Buy |
37,402
+10,591
| +40% | +$1.06M | 0.55% | 48 |
|
|
2024
Q1 | $2.59M | Buy |
26,811
+48
| +0.2% | +$4.64K | 0.41% | 61 |
|
|
2023
Q4 | $2.6M | Buy |
26,763
+22,177
| +484% | +$2.15M | 0.49% | 47 |
|
|
2023
Q3 | $405K | Buy |
4,586
+276
| +6% | +$24.4K | 0.11% | 212 |
|
|
2023
Q2 | $387K | Sell |
4,310
-242
| -5% | -$21.7K | 0.11% | 210 |
|
|
2023
Q1 | $439K | Buy |
4,552
+1,117
| +33% | +$108K | 0.13% | 180 |
|
|
2022
Q4 | $354K | Buy |
3,435
+2
| +0.1% | +$206 | 0.13% | 175 |
|
|
2022
Q3 | $319K | Buy |
3,433
+12
| +0.4% | +$1.12K | 0.13% | 174 |
|
|
2022
Q2 | $367K | Sell |
3,421
-1
| -0% | -$107 | 0.14% | 150 |
|
|
2022
Q1 | $382K | Buy |
3,422
+19
| +0.6% | +$2.12K | 0.14% | 147 |
|
|
2021
Q4 | $359K | Buy |
3,403
+9
| +0.3% | +$949 | 0.13% | 158 |
|
|
2021
Q3 | $331K | Buy |
3,394
+176
| +5% | +$17.2K | 0.13% | 166 |
|
|
2021
Q2 | $318K | Buy |
3,218
+8
| +0.2% | +$791 | 0.15% | 151 |
|
|
2021
Q1 | $310K | Buy |
3,210
+229
| +8% | +$22.1K | 0.15% | 145 |
|
|
2020
Q4 | $273K | Sell |
2,981
-62
| -2% | -$5.68K | 0.15% | 139 |
|
|
2020
Q3 | $269K | Buy |
+3,043
| New | +$269K | 0.17% | 117 |
|
|
2020
Q1 | – | Sell |
-4,849
| Closed | -$454K | – | 126 |
|
|
2019
Q4 | $454K | Sell |
4,849
-72
| -1% | -$6.74K | 0.32% | 72 |
|
|
2019
Q3 | $472K | Buy |
4,921
+7
| +0.1% | +$671 | 0.37% | 63 |
|
|
2019
Q2 | $434K | Buy |
4,914
+8
| +0.2% | +$707 | 0.35% | 66 |
|
|
2019
Q1 | $442K | Buy |
+4,906
| New | +$442K | 0.36% | 65 |
|