Northstar Advisory Group’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 | $564K | Hold |
4,779
| – | – | 0.28% | 66 |
|
|
2025
Q1 | $583K | Sell |
4,779
-250
| -5% | -$30.5K | 0.38% | 60 |
|
|
2024
Q4 | $542K | Sell |
5,029
-24
| -0.5% | -$2.59K | 0.28% | 66 |
|
|
2024
Q3 | $583K | Buy |
5,053
+34
| +0.7% | +$3.92K | 0.3% | 65 |
|
|
2024
Q2 | $503K | Buy |
5,019
+2,654
| +112% | +$266K | 0.29% | 60 |
|
|
2024
Q1 | $244K | Hold |
2,365
| – | – | 0.15% | 83 |
|
|
2023
Q4 | $230K | Buy |
2,365
+1
| +0% | +$97 | 0.14% | 87 |
|
|
2023
Q3 | $209K | Hold |
2,364
| – | – | 0.15% | 88 |
|
|
2023
Q2 | $212K | Hold |
2,364
| – | – | 0.14% | 78 |
|
|
2023
Q1 | $228K | Sell |
2,364
-482
| -17% | -$46.5K | 0.17% | 76 |
|
|
2022
Q4 | $293K | Hold |
2,846
| – | – | 0.23% | 74 |
|
|
2022
Q3 | $265K | Hold |
2,846
| – | – | 0.24% | 68 |
|
|
2022
Q2 | $305K | Hold |
2,846
| – | – | 0.23% | 59 |
|
|
2022
Q1 | $318K | Hold |
2,846
| – | – | 0.2% | 87 |
|
|
2021
Q4 | $299K | Buy |
+2,846
| New | +$299K | 0.18% | 82 |
|
|
2021
Q3 | – | Sell |
-2,845
| Closed | -$281K | – | 64 |
|
|
2021
Q2 | $281K | Hold |
2,845
| – | – | 0.18% | 97 |
|
|
2021
Q1 | $275K | Hold |
2,845
| – | – | 0.21% | 88 |
|
|
2020
Q4 | $260K | Buy |
+2,845
| New | +$260K | 0.22% | 92 |
|