Next Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $498K | Sell |
4,743
-495
| -9% | -$52K | 0.03% | 547 |
|
|
2021
Q3 | $511K | Buy |
5,238
+799
| +18% | +$77.9K | 0.04% | 457 |
|
|
2021
Q2 | $438K | Buy |
4,439
+168
| +4% | +$16.6K | 0.04% | 521 |
|
|
2021
Q1 | $412K | Sell |
4,271
-719
| -14% | -$69.4K | 0.04% | 496 |
|
|
2020
Q4 | $457K | Buy |
4,990
+214
| +4% | +$19.6K | 0.04% | 402 |
|
|
2020
Q3 | $423K | Buy |
4,776
+252
| +6% | +$22.3K | 0.05% | 371 |
|
|
2020
Q2 | $361K | Sell |
4,524
-2,606
| -37% | -$208K | 0.04% | 360 |
|
|
2020
Q1 | $576K | Buy |
7,130
+1,718
| +32% | +$139K | 0.07% | 242 |
|
|
2019
Q4 | $494K | Sell |
5,412
-2,673
| -33% | -$244K | 0.05% | 377 |
|
|
2019
Q3 | $775K | Buy |
8,085
+847
| +12% | +$81.2K | 0.08% | 270 |
|
|
2019
Q2 | $639K | Buy |
7,238
+3,095
| +75% | +$273K | 0.07% | 295 |
|
|
2019
Q1 | $373K | Sell |
4,143
-3,578
| -46% | -$322K | 0.09% | 189 |
|
|
2018
Q4 | $666K | Sell |
7,721
-2,897
| -27% | -$250K | 0.14% | 172 |
|
|
2018
Q3 | $850K | Sell |
10,618
-579
| -5% | -$46.4K | 0.39% | 49 |
|
|
2018
Q2 | $885K | Buy |
11,197
+973
| +10% | +$76.9K | 0.34% | 82 |
|
|
2018
Q1 | $792K | Buy |
10,224
+474
| +5% | +$36.7K | 0.17% | 152 |
|
|
2017
Q4 | $820K | Sell |
9,750
-495
| -5% | -$41.6K | 0.35% | 89 |
|
|
2017
Q3 | $889K | Sell |
10,245
-6,354
| -38% | -$551K | 0.25% | 97 |
|
|
2017
Q2 | $1.39M | Buy |
16,599
+1,226
| +8% | +$103K | 0.34% | 69 |
|
|
2017
Q1 | $1.27M | Sell |
15,373
-4,086
| -21% | -$337K | 0.35% | 70 |
|
|
2016
Q4 | $1.51M | Buy |
19,459
+1,823
| +10% | +$141K | 0.27% | 85 |
|
|
2016
Q3 | $1.41M | Buy |
17,636
+7,761
| +79% | +$621K | 0.25% | 96 |
|
|
2016
Q2 | $847K | Buy |
9,875
+1,170
| +13% | +$100K | 0.27% | 91 |
|
|
2016
Q1 | $702K | Sell |
8,705
-943
| -10% | -$76K | 0.25% | 93 |
|
|
2015
Q4 | $688K | Buy |
9,648
+2,241
| +30% | +$160K | 0.26% | 90 |
|
|
2015
Q3 | $532K | Sell |
7,407
-183
| -2% | -$13.1K | 0.19% | 116 |
|
|
2015
Q2 | $535K | Buy |
7,590
+294
| +4% | +$20.7K | 0.18% | 124 |
|
|
2015
Q1 | $560K | Sell |
7,296
-278
| -4% | -$21.3K | 0.18% | 133 |
|
|
2014
Q4 | $633K | Sell |
7,574
-7,832
| -51% | -$655K | 0.21% | 115 |
|
|
2014
Q3 | $1.15M | Sell |
15,406
-906
| -6% | -$67.7K | 0.23% | 103 |
|
|
2014
Q2 | $1.17M | Buy |
+16,312
| New | +$1.17M | 0.61% | 37 |
|