Nicolet 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 | $506K | Buy |
4,113
+32
| +0.8% | +$3.93K | 0.04% | 213 |
|
|
2025
Q1 | $477K | Buy |
4,081
+1,367
| +50% | +$160K | 0.05% | 199 |
|
|
2024
Q4 | $287K | Sell |
2,714
-576
| -18% | -$61K | 0.03% | 303 |
|
|
2024
Q3 | $381K | Sell |
3,290
-494
| -13% | -$57.2K | 0.04% | 247 |
|
|
2024
Q2 | $389K | Buy |
3,784
+41
| +1% | +$4.22K | 0.04% | 238 |
|
|
2024
Q1 | $364K | Buy |
3,743
+1,542
| +70% | +$150K | 0.04% | 234 |
|
|
2023
Q4 | $217K | Sell |
2,201
-827
| -27% | -$81.5K | 0.02% | 299 |
|
|
2023
Q3 | $261K | Buy |
3,028
+314
| +12% | +$27K | 0.03% | 250 |
|
|
2023
Q2 | $246K | Sell |
2,714
-717
| -21% | -$64.9K | 0.03% | 265 |
|
|
2023
Q1 | $342K | Buy |
3,431
+232
| +7% | +$23.1K | 0.04% | 194 |
|
|
2022
Q4 | $338K | Buy |
3,199
+2
| +0.1% | +$211 | 0.04% | 169 |
|
|
2022
Q3 | $285K | Buy |
3,197
+141
| +5% | +$12.6K | 0.05% | 142 |
|
|
2022
Q2 | $327K | Sell |
3,056
-9
| -0.3% | -$963 | 0.05% | 131 |
|
|
2022
Q1 | $354K | Buy |
3,065
+37
| +1% | +$4.27K | 0.05% | 128 |
|
|
2021
Q4 | $318K | Buy |
3,028
+2
| +0.1% | +$210 | 0.04% | 149 |
|
|
2021
Q3 | $295K | Buy |
3,026
+2
| +0.1% | +$195 | 0.04% | 152 |
|
|
2021
Q2 | $299K | Sell |
3,024
-60
| -2% | -$5.93K | 0.04% | 139 |
|
|
2021
Q1 | $298K | Sell |
3,084
-2,133
| -41% | -$206K | 0.04% | 133 |
|
|
2020
Q4 | $478K | Sell |
5,217
-19
| -0.4% | -$1.74K | 0.07% | 110 |
|
|
2020
Q3 | $464K | Buy |
5,236
+450
| +9% | +$39.9K | 0.07% | 100 |
|
|
2020
Q2 | $382K | Sell |
4,786
-72
| -1% | -$5.75K | 0.06% | 129 |
|
|
2020
Q1 | $393K | Buy |
4,858
+315
| +7% | +$25.5K | 0.07% | 120 |
|
|
2019
Q4 | $414K | Sell |
4,543
-29
| -0.6% | -$2.64K | 0.07% | 114 |
|
|
2019
Q3 | $438K | Buy |
4,572
+41
| +0.9% | +$3.93K | 0.07% | 105 |
|
|
2019
Q2 | $400K | Buy |
4,531
+3
| +0.1% | +$265 | 0.06% | 100 |
|
|
2019
Q1 | $408K | Buy |
+4,528
| New | +$408K | 0.07% | 93 |
|