Nisa Investment 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 | $4.38M | Buy |
37,154
+1,047
| +3% | +$124K | 0.02% | 440 |
|
|
2025
Q1 | $4.4M | Sell |
36,107
-1,342
| -4% | -$164K | 0.02% | 441 |
|
|
2024
Q4 | $4.03M | Buy |
37,449
+8,963
| +31% | +$966K | 0.02% | 498 |
|
|
2024
Q3 | $3.28M | Sell |
28,486
-4,466
| -14% | -$515K | 0.02% | 523 |
|
|
2024
Q2 | $3.3M | Buy |
32,952
+680
| +2% | +$68.2K | 0.02% | 539 |
|
|
2024
Q1 | $3.12M | Sell |
32,272
-13,823
| -30% | -$1.34M | 0.02% | 568 |
|
|
2023
Q4 | $4.47M | Sell |
46,095
-1,069
| -2% | -$104K | 0.03% | 435 |
|
|
2023
Q3 | $4.16M | Buy |
47,164
+6,187
| +15% | +$546K | 0.03% | 462 |
|
|
2023
Q2 | $3.68M | Sell |
40,977
-8,025
| -16% | -$720K | 0.03% | 500 |
|
|
2023
Q1 | $4.73M | Sell |
49,002
-688
| -1% | -$66.4K | 0.04% | 437 |
|
|
2022
Q4 | $5.12M | Buy |
49,690
+5,770
| +13% | +$594K | 0.04% | 422 |
|
|
2022
Q3 | $4.09M | Buy |
43,920
+302
| +0.7% | +$28.1K | 0.03% | 437 |
|
|
2022
Q2 | $4.68M | Sell |
43,618
-660
| -1% | -$70.8K | 0.04% | 398 |
|
|
2022
Q1 | $4.94M | Sell |
44,278
-3,140
| -7% | -$351K | 0.03% | 426 |
|
|
2021
Q4 | $4.98M | Sell |
47,418
-27,449
| -37% | -$2.88M | 0.04% | 399 |
|
|
2021
Q3 | $7.31K | Buy |
74,867
+35,549
| +90% | +$3.47K | 0.04% | 345 |
|
|
2021
Q2 | $3.88K | Buy |
39,318
+1,857
| +5% | +$183 | 0.02% | 531 |
|
|
2021
Q1 | $3.62K | Sell |
37,461
-5,950
| -14% | -$574 | 0.02% | 540 |
|
|
2020
Q4 | $3.98M | Buy |
43,411
+5,700
| +15% | +$522K | 0.03% | 505 |
|
|
2020
Q3 | $3.34M | Sell |
37,711
-7,700
| -17% | -$682K | 0.03% | 467 |
|
|
2020
Q2 | $3.63M | Sell |
45,411
-25,905
| -36% | -$2.07M | 0.03% | 429 |
|
|
2020
Q1 | $5.77M | Buy |
71,316
+9,800
| +16% | +$793K | 0.06% | 272 |
|
|
2019
Q4 | $5.61M | Sell |
61,516
-100
| -0.2% | -$9.12K | 0.05% | 353 |
|
|
2019
Q3 | $5.91M | Buy |
61,616
+5,600
| +10% | +$537K | 0.05% | 340 |
|
|
2019
Q2 | $4.94M | Sell |
56,016
-8,250
| -13% | -$728K | 0.05% | 369 |
|
|
2019
Q1 | $5.78M | Sell |
64,266
-9,092
| -12% | -$818K | 0.06% | 325 |
|
|
2018
Q4 | $6.33M | Buy |
73,358
+6,350
| +9% | +$548K | 0.07% | 267 |
|
|
2018
Q3 | $5.36M | Sell |
67,008
-1,168
| -2% | -$93.5K | 0.05% | 354 |
|
|
2018
Q2 | $5.39M | Sell |
68,176
-3,400
| -5% | -$269K | 0.06% | 329 |
|
|
2018
Q1 | $5.46M | Buy |
71,576
+3,250
| +5% | +$248K | 0.06% | 314 |
|
|
2017
Q4 | $5.75M | Sell |
68,326
-6,400
| -9% | -$538K | 0.06% | 302 |
|
|
2017
Q3 | $6.27M | Sell |
74,726
-6,150
| -8% | -$516K | 0.07% | 279 |
|
|
2017
Q2 | $6.82M | Sell |
80,876
-14,715
| -15% | -$1.24M | 0.08% | 253 |
|
|
2017
Q1 | $7.84M | Buy |
95,591
+27,115
| +40% | +$2.22M | 0.09% | 233 |
|
|
2016
Q4 | $5.32M | Buy |
68,476
+9,425
| +16% | +$732K | 0.06% | 302 |
|
|
2016
Q3 | $4.73M | Sell |
59,051
-35,900
| -38% | -$2.87M | 0.06% | 330 |
|
|
2016
Q2 | $8.15M | Buy |
94,951
+22,500
| +31% | +$1.93M | 0.11% | 205 |
|
|
2016
Q1 | $5.85M | Buy |
72,451
+4,810
| +7% | +$388K | 0.08% | 255 |
|
|
2015
Q4 | $4.83M | Buy |
67,641
+13,000
| +24% | +$928K | 0.07% | 286 |
|
|
2015
Q3 | $3.92M | Sell |
54,641
-39,550
| -42% | -$2.84M | 0.06% | 328 |
|
|
2015
Q2 | $6.65M | Buy |
94,191
+43,400
| +85% | +$3.07M | 0.09% | 215 |
|
|
2015
Q1 | $3.9M | Sell |
50,791
-31,850
| -39% | -$2.45M | 0.05% | 359 |
|
|
2014
Q4 | $6.9M | Buy |
82,641
+19,900
| +32% | +$1.66M | 0.09% | 217 |
|
|
2014
Q3 | $4.69M | Buy |
62,741
+21,385
| +52% | +$1.6M | 0.07% | 286 |
|
|
2014
Q2 | $3.07M | Sell |
41,356
-9,450
| -19% | -$701K | 0.04% | 416 |
|
|
2014
Q1 | $3.62M | Sell |
50,806
-15,750
| -24% | -$1.12M | 0.05% | 360 |
|
|
2013
Q4 | $4.59M | Buy |
66,556
+3,480
| +6% | +$240K | 0.07% | 275 |
|
|
2013
Q3 | $4.21M | Buy |
63,076
+7,220
| +13% | +$482K | 0.06% | 289 |
|
|
2013
Q2 | $3.77M | Buy |
+55,856
| New | +$3.77M | 0.06% | 310 |
|