Money Concepts Capital’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 | $6.18M | Buy |
52,372
+1,039
| +2% | +$123K | 0.41% | 52 |
|
|
2025
Q1 | $6.26M | Buy |
51,333
+2,927
| +6% | +$357K | 0.47% | 52 |
|
|
2024
Q4 | $5.22M | Buy |
48,406
+584
| +1% | +$62.9K | 0.39% | 56 |
|
|
2024
Q3 | $5.51M | Sell |
47,822
-598
| -1% | -$68.9K | 0.42% | 56 |
|
|
2024
Q2 | $4.85M | Buy |
48,420
+73
| +0.2% | +$7.32K | 0.41% | 58 |
|
|
2024
Q1 | $4.68M | Buy |
48,347
+102
| +0.2% | +$9.86K | 0.43% | 63 |
|
|
2023
Q4 | $4.68M | Sell |
48,245
-208
| -0.4% | -$20.2K | 0.43% | 69 |
|
|
2023
Q3 | $4.28M | Buy |
48,453
+1,675
| +4% | +$148K | 0.45% | 72 |
|
|
2023
Q2 | $4.2M | Sell |
46,778
-225,951
| -83% | -$20.3M | 0.43% | 75 |
|
|
2023
Q1 | $26.5M | Sell |
272,729
-13,910
| -5% | -$1.35M | 1.48% | 20 |
|
|
2022
Q4 | $29.5M | Buy |
286,639
+46,865
| +20% | +$4.83M | 1.32% | 20 |
|
|
2022
Q3 | $22.3M | Buy |
239,774
+195,952
| +447% | +$18.2M | 1.32% | 22 |
|
|
2022
Q2 | $4.8M | Sell |
43,822
-16,517
| -27% | -$1.81M | 0.43% | 51 |
|
|
2022
Q1 | $6.74M | Buy |
60,339
+16,965
| +39% | +$1.89M | 0.38% | 50 |
|
|
2021
Q4 | $4.55M | Buy |
+43,374
| New | +$4.55M | 0.38% | 58 |
|
|
2021
Q1 | $4M | Buy |
41,418
+2,495
| +6% | +$241K | 0.32% | 80 |
|
|
2020
Q4 | $3.56M | Buy |
+38,923
| New | +$3.56M | 0.33% | 81 |
|