Peachtree Investment 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 | $330K | Sell |
2,796
-372
| -12% | -$43.9K | 0.13% | 68 |
|
|
2025
Q1 | $386K | Buy |
3,168
+491
| +18% | +$59.9K | 0.15% | 60 |
|
|
2024
Q4 | $288K | Sell |
2,677
-10
| -0.4% | -$1.08K | 0.11% | 68 |
|
|
2024
Q3 | $310K | Buy |
2,687
+56
| +2% | +$6.46K | 0.12% | 63 |
|
|
2024
Q2 | $264K | Buy |
2,631
+22
| +0.8% | +$2.21K | 0.1% | 64 |
|
|
2024
Q1 | $252K | Sell |
2,609
-188
| -7% | -$18.2K | 0.1% | 69 |
|
|
2023
Q4 | $271K | Sell |
2,797
-367
| -12% | -$35.6K | 0.11% | 74 |
|
|
2023
Q3 | $279K | Buy |
3,164
+34
| +1% | +$3K | 0.14% | 66 |
|
|
2023
Q2 | $281K | Sell |
3,130
-14
| -0.4% | -$1.26K | 0.13% | 72 |
|
|
2023
Q1 | $303K | Sell |
3,144
-99
| -3% | -$9.55K | 0.19% | 59 |
|
|
2022
Q4 | $334K | Sell |
3,243
-164
| -5% | -$16.9K | 0.2% | 61 |
|
|
2022
Q3 | $317K | Buy |
3,407
+98
| +3% | +$9.12K | 0.21% | 51 |
|
|
2022
Q2 | $355K | Sell |
3,309
-43
| -1% | -$4.61K | 0.22% | 57 |
|
|
2022
Q1 | $374K | Buy |
3,352
+324
| +11% | +$36.2K | 0.17% | 70 |
|
|
2021
Q4 | $318K | Sell |
3,028
-255
| -8% | -$26.8K | 0.13% | 68 |
|
|
2021
Q3 | $320K | Buy |
3,283
+53
| +2% | +$5.17K | 0.16% | 61 |
|
|
2021
Q2 | $319K | Buy |
3,230
+273
| +9% | +$27K | 0.16% | 60 |
|
|
2021
Q1 | $285K | Sell |
2,957
-308
| -9% | -$29.7K | 0.16% | 63 |
|
|
2020
Q4 | $299K | Buy |
3,265
+21
| +0.6% | +$1.92K | 0.17% | 58 |
|
|
2020
Q3 | $287K | Sell |
3,244
-78
| -2% | -$6.9K | 0.2% | 53 |
|
|
2020
Q2 | $265K | Buy |
3,322
+22
| +0.7% | +$1.76K | 0.22% | 52 |
|
|
2020
Q1 | $266K | Buy |
3,300
+627
| +23% | +$50.5K | 0.27% | 43 |
|
|
2019
Q4 | $244K | Buy |
2,673
+215
| +9% | +$19.6K | 0.17% | 58 |
|
|
2019
Q3 | $236K | Sell |
2,458
-51
| -2% | -$4.9K | 0.19% | 58 |
|
|
2019
Q2 | $221K | Sell |
2,509
-151
| -6% | -$13.3K | 0.17% | 64 |
|
|
2019
Q1 | $239K | Buy |
2,660
+15
| +0.6% | +$1.35K | 0.2% | 59 |
|
|
2018
Q4 | $228K | Buy |
+2,645
| New | +$228K | 0.26% | 50 |
|