Northeast Financial Consultants’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 | $1.47M | Hold |
12,422
| – | – | 0.06% | 127 |
|
|
2025
Q1 | $1.52M | Hold |
12,422
| – | – | 0.07% | 122 |
|
|
2024
Q4 | $1.34M | Hold |
12,422
| – | – | 0.06% | 131 |
|
|
2024
Q3 | $1.43M | Buy |
12,422
+50
| +0.4% | +$5.77K | 0.06% | 131 |
|
|
2024
Q2 | $1.24M | Hold |
12,372
| – | – | 0.06% | 135 |
|
|
2024
Q1 | $1.2M | Hold |
12,372
| – | – | 0.06% | 139 |
|
|
2023
Q4 | $1.2M | Hold |
12,372
| – | – | 0.07% | 134 |
|
|
2023
Q3 | $1.09M | Hold |
12,372
| – | – | 0.07% | 134 |
|
|
2023
Q2 | $1.11M | Hold |
12,372
| – | – | 0.07% | 134 |
|
|
2023
Q1 | $1.19M | Hold |
12,372
| – | – | 0.08% | 130 |
|
|
2022
Q4 | $1.27M | Hold |
12,372
| – | – | 0.09% | 121 |
|
|
2022
Q3 | $1.15M | Hold |
12,372
| – | – | 0.08% | 123 |
|
|
2022
Q2 | $1.33M | Sell |
12,372
-108
| -0.9% | -$11.6K | 0.09% | 121 |
|
|
2022
Q1 | $1.39M | Buy |
12,480
+108
| +0.9% | +$12.1K | 0.08% | 131 |
|
|
2021
Q4 | $1.3M | Hold |
12,372
| – | – | 0.08% | 133 |
|
|
2021
Q3 | $1.21M | Hold |
12,372
| – | – | 0.08% | 140 |
|
|
2021
Q2 | $1.22M | Hold |
12,372
| – | – | 0.08% | 140 |
|
|
2021
Q1 | $1.19M | Hold |
12,372
| – | – | 0.09% | 130 |
|
|
2020
Q4 | $1.13M | Hold |
12,372
| – | – | 0.09% | 127 |
|
|
2020
Q3 | $1.1M | Hold |
12,372
| – | – | 0.1% | 119 |
|
|
2020
Q2 | $988K | Buy |
+12,372
| New | +$988K | 0.09% | 125 |
|