&Partners’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 | $19M | Buy |
160,786
+11,461
| +8% | +$1.35M | 0.15% | 142 |
|
|
2025
Q1 | $17.8M | Buy |
149,325
+13,919
| +10% | +$1.66M | 0.19% | 117 |
|
|
2024
Q4 | $14.6M | Buy |
135,406
+61,003
| +82% | +$6.58M | 0.18% | 125 |
|
|
2024
Q3 | $8.58M | Buy |
74,403
+23,570
| +46% | +$2.72M | 0.17% | 138 |
|
|
2024
Q2 | $5.1M | Buy |
50,833
+36,954
| +266% | +$3.7M | 0.22% | 102 |
|
|
2024
Q1 | $1.34M | Buy |
13,879
+6,487
| +88% | +$627K | 0.18% | 108 |
|
|
2023
Q4 | $704K | Buy |
7,392
+2,284
| +45% | +$218K | 0.17% | 131 |
|
|
2023
Q3 | $451K | Buy |
5,108
+42
| +0.8% | +$3.71K | 0.21% | 88 |
|
|
2023
Q2 | $455K | Sell |
5,066
-421
| -8% | -$37.8K | 0.2% | 91 |
|
|
2023
Q1 | $529K | Sell |
5,487
-125
| -2% | -$12.1K | 0.25% | 77 |
|
|
2022
Q4 | $578K | Buy |
5,612
+18
| +0.3% | +$1.85K | 0.29% | 70 |
|
|
2022
Q3 | $520K | Sell |
5,594
-119
| -2% | -$11.1K | 0.3% | 76 |
|
|
2022
Q2 | $612K | Buy |
5,713
+973
| +21% | +$104K | 0.35% | 70 |
|
|
2022
Q1 | $529K | Buy |
4,740
+16
| +0.3% | +$1.79K | 0.3% | 85 |
|
|
2021
Q4 | $496K | Buy |
4,724
+350
| +8% | +$36.7K | 0.3% | 78 |
|
|
2021
Q3 | $427K | Buy |
4,374
+204
| +5% | +$19.9K | 0.27% | 85 |
|
|
2021
Q2 | $412K | Buy |
4,170
+160
| +4% | +$15.8K | 0.27% | 89 |
|
|
2021
Q1 | $387K | Buy |
4,010
+118
| +3% | +$11.4K | 0.28% | 87 |
|
|
2020
Q4 | $356K | Buy |
3,892
+249
| +7% | +$22.8K | 0.3% | 78 |
|
|
2020
Q3 | $323K | Buy |
3,643
+366
| +11% | +$32.5K | 0.33% | 73 |
|
|
2020
Q2 | $262K | Sell |
3,277
-586
| -15% | -$46.9K | 0.32% | 82 |
|
|
2020
Q1 | $312K | Buy |
3,863
+53
| +1% | +$4.28K | 0.49% | 62 |
|
|
2019
Q4 | $348K | Buy |
3,810
+17
| +0.4% | +$1.55K | 0.41% | 84 |
|
|
2019
Q3 | $364K | Buy |
3,793
+22
| +0.6% | +$2.11K | 0.47% | 72 |
|
|
2019
Q2 | $333K | Buy |
3,771
+17
| +0.5% | +$1.5K | 0.46% | 73 |
|
|
2019
Q1 | $338K | Buy |
3,754
+15
| +0.4% | +$1.35K | 0.48% | 70 |
|
|
2018
Q4 | $323K | Buy |
+3,739
| New | +$323K | 0.54% | 60 |
|