OneDigital 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 | $5.79M | Sell |
49,039
-163
| -0.3% | -$19.2K | 0.06% | 226 |
|
|
2025
Q1 | $6M | Buy |
49,202
+140
| +0.3% | +$17.1K | 0.07% | 205 |
|
|
2024
Q4 | $5.29M | Sell |
49,062
-1,928
| -4% | -$208K | 0.06% | 232 |
|
|
2024
Q3 | $5.88M | Sell |
50,990
-3,317
| -6% | -$382K | 0.07% | 222 |
|
|
2024
Q2 | $5.44M | Buy |
54,307
+5,793
| +12% | +$581K | 0.07% | 219 |
|
|
2024
Q1 | $4.69M | Sell |
48,514
-1,392
| -3% | -$135K | 0.07% | 211 |
|
|
2023
Q4 | $4.84M | Buy |
49,906
+18,183
| +57% | +$1.76M | 0.08% | 187 |
|
|
2023
Q3 | $2.8M | Buy |
31,723
+2,435
| +8% | +$215K | 0.06% | 218 |
|
|
2023
Q2 | $2.63M | Buy |
29,288
+376
| +1% | +$33.7K | 0.06% | 228 |
|
|
2023
Q1 | $2.79M | Buy |
28,912
+1,929
| +7% | +$186K | 0.07% | 221 |
|
|
2022
Q4 | $2.78M | Buy |
26,983
+20,004
| +287% | +$2.06M | 0.08% | 205 |
|
|
2022
Q3 | $649K | Buy |
6,979
+115
| +2% | +$10.7K | 0.02% | 392 |
|
|
2022
Q2 | $736K | Buy |
6,864
+272
| +4% | +$29.2K | 0.03% | 322 |
|
|
2022
Q1 | $736K | Buy |
6,592
+361
| +6% | +$40.3K | 0.03% | 343 |
|
|
2021
Q4 | $654K | Buy |
6,231
+588
| +10% | +$61.7K | 0.02% | 357 |
|
|
2021
Q3 | $551K | Buy |
5,643
+507
| +10% | +$49.5K | 0.02% | 389 |
|
|
2021
Q2 | $507K | Buy |
5,136
+910
| +22% | +$89.8K | 0.02% | 403 |
|
|
2021
Q1 | $408K | Buy |
4,226
+43
| +1% | +$4.15K | 0.02% | 420 |
|
|
2020
Q4 | $383K | Buy |
4,183
+888
| +27% | +$81.3K | 0.02% | 406 |
|
|
2020
Q3 | $292K | Sell |
3,295
-2,013
| -38% | -$178K | 0.02% | 437 |
|
|
2020
Q2 | $424K | Sell |
5,308
-156
| -3% | -$12.5K | 0.03% | 342 |
|
|
2020
Q1 | $442K | Buy |
5,464
+61
| +1% | +$4.93K | 0.04% | 294 |
|
|
2019
Q4 | $493K | Buy |
5,403
+770
| +17% | +$70.3K | 0.04% | 299 |
|
|
2019
Q3 | $444K | Buy |
4,633
+4,342
| +1,492% | +$416K | 0.04% | 302 |
|
|
2019
Q2 | $26K | Sell |
291
-538
| -65% | -$48.1K | ﹤0.01% | 729 |
|
|
2019
Q1 | $75K | Buy |
829
+438
| +112% | +$39.6K | 0.01% | 420 |
|
|
2018
Q4 | $34K | Sell |
391
-100
| -20% | -$8.7K | 0.01% | 538 |
|
|
2018
Q3 | $39K | Hold |
491
| – | – | 0.01% | 463 |
|
|
2018
Q2 | $39K | Sell |
491
-100
| -17% | -$7.94K | 0.01% | 576 |
|
|
2018
Q1 | $46K | Sell |
591
-333
| -36% | -$25.9K | 0.01% | 544 |
|
|
2017
Q4 | $77K | Buy |
924
+494
| +115% | +$41.2K | 0.01% | 401 |
|
|
2017
Q3 | $36K | Sell |
430
-760
| -64% | -$63.6K | 0.01% | 464 |
|
|
2017
Q2 | $99K | Buy |
+1,190
| New | +$99K | 0.03% | 317 |
|