Parallel Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
10,923
+1,384
| +15% | +$163K | 0.03% | 357 |
|
|
2025
Q1 | $1.16M | Buy |
9,539
+1,255
| +15% | +$153K | 0.03% | 361 |
|
|
2024
Q4 | $893K | Sell |
8,284
-147
| -2% | -$15.8K | 0.02% | 423 |
|
|
2024
Q3 | $972K | Buy |
8,431
+1,425
| +20% | +$164K | 0.02% | 390 |
|
|
2024
Q2 | $702K | Buy |
7,006
+247
| +4% | +$24.8K | 0.02% | 440 |
|
|
2024
Q1 | $654K | Sell |
6,759
-100
| -1% | -$9.67K | 0.02% | 447 |
|
|
2023
Q4 | $666K | Sell |
6,859
-2,354
| -26% | -$228K | 0.02% | 414 |
|
|
2023
Q3 | $813K | Buy |
9,213
+716
| +8% | +$63.2K | 0.03% | 352 |
|
|
2023
Q2 | $763K | Sell |
8,497
-270
| -3% | -$24.2K | 0.02% | 372 |
|
|
2023
Q1 | $846K | Sell |
8,767
-84
| -0.9% | -$8.1K | 0.03% | 342 |
|
|
2022
Q4 | $912K | Sell |
8,851
-1,059
| -11% | -$109K | 0.04% | 274 |
|
|
2022
Q3 | $922K | Buy |
9,910
+1,040
| +12% | +$96.8K | 0.04% | 257 |
|
|
2022
Q2 | $951K | Buy |
8,870
+62
| +0.7% | +$6.65K | 0.04% | 252 |
|
|
2022
Q1 | $982K | Sell |
8,808
-9
| -0.1% | -$1K | 0.04% | 269 |
|
|
2021
Q4 | $925K | Sell |
8,817
-435
| -5% | -$45.6K | 0.03% | 291 |
|
|
2021
Q3 | $903K | Sell |
9,252
-883
| -9% | -$86.2K | 0.04% | 273 |
|
|
2021
Q2 | $1M | Buy |
10,135
+3,771
| +59% | +$372K | 0.04% | 254 |
|
|
2021
Q1 | $614K | Buy |
6,364
+1,532
| +32% | +$148K | 0.03% | 314 |
|
|
2020
Q4 | $442K | Sell |
4,832
-319
| -6% | -$29.2K | 0.02% | 350 |
|
|
2020
Q3 | $456K | Sell |
5,151
-561
| -10% | -$49.7K | 0.03% | 326 |
|
|
2020
Q2 | $456K | Sell |
5,712
-1,563
| -21% | -$125K | 0.03% | 313 |
|
|
2020
Q1 | $588K | Sell |
7,275
-147
| -2% | -$11.9K | 0.05% | 215 |
|
|
2019
Q4 | $677K | Sell |
7,422
-482
| -6% | -$44K | 0.05% | 240 |
|
|
2019
Q3 | $758K | Buy |
7,904
+548
| +7% | +$52.6K | 0.06% | 202 |
|
|
2019
Q2 | $649K | Sell |
7,356
-38
| -0.5% | -$3.35K | 0.06% | 196 |
|
|
2019
Q1 | $665K | Buy |
7,394
+200
| +3% | +$18K | 0.07% | 183 |
|
|
2018
Q4 | $620K | Buy |
7,194
+951
| +15% | +$82K | 0.09% | 170 |
|
|
2018
Q3 | $500K | Sell |
6,243
-546
| -8% | -$43.7K | 0.06% | 205 |
|
|
2018
Q2 | $536K | Buy |
6,789
+1,024
| +18% | +$80.8K | 0.08% | 171 |
|
|
2018
Q1 | $447K | Buy |
5,765
+1,217
| +27% | +$94.4K | 0.07% | 188 |
|
|
2017
Q4 | $383K | Buy |
4,548
+300
| +7% | +$25.3K | 0.06% | 203 |
|
|
2017
Q3 | $382K | Buy |
4,248
+5
| +0.1% | +$450 | 0.07% | 204 |
|
|
2017
Q2 | $361K | Sell |
4,243
-21
| -0.5% | -$1.79K | 0.07% | 213 |
|
|
2017
Q1 | $350K | Sell |
4,264
-293
| -6% | -$24.1K | 0.07% | 202 |
|
|
2016
Q4 | $354K | Buy |
+4,557
| New | +$354K | 0.08% | 170 |
|