Personal CFO Solutions’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 | $638K | Sell |
5,409
-617
| -10% | -$72.8K | 0.12% | 183 |
|
|
2025
Q1 | $735K | Sell |
6,026
-89
| -1% | -$10.9K | 0.15% | 151 |
|
|
2024
Q4 | $659K | Buy |
6,115
+445
| +8% | +$47.9K | 0.13% | 168 |
|
|
2024
Q3 | $654K | Sell |
5,670
-43
| -0.8% | -$4.96K | 0.09% | 212 |
|
|
2024
Q2 | $573K | Buy |
5,713
+51
| +0.9% | +$5.11K | 0.09% | 225 |
|
|
2024
Q1 | $548K | Buy |
5,662
+372
| +7% | +$36K | 0.09% | 229 |
|
|
2023
Q4 | $513K | Buy |
5,290
+91
| +2% | +$8.83K | 0.09% | 219 |
|
|
2023
Q3 | $459K | Buy |
5,199
+356
| +7% | +$31.4K | 0.09% | 217 |
|
|
2023
Q2 | $435K | Sell |
4,843
-585
| -11% | -$52.5K | 0.09% | 232 |
|
|
2023
Q1 | $524K | Buy |
5,428
+213
| +4% | +$20.5K | 0.11% | 185 |
|
|
2022
Q4 | $537K | Buy |
5,215
+148
| +3% | +$15.2K | 0.11% | 178 |
|
|
2022
Q3 | $471K | Sell |
5,067
-103
| -2% | -$9.57K | 0.12% | 160 |
|
|
2022
Q2 | $554K | Sell |
5,170
-33
| -0.6% | -$3.54K | 0.13% | 138 |
|
|
2022
Q1 | $581K | Buy |
5,203
+50
| +1% | +$5.58K | 0.11% | 167 |
|
|
2021
Q4 | $541K | Sell |
5,153
-479
| -9% | -$50.3K | 0.1% | 188 |
|
|
2021
Q3 | $550K | Buy |
5,632
+36
| +0.6% | +$3.52K | 0.11% | 176 |
|
|
2021
Q2 | $552K | Buy |
5,596
+7
| +0.1% | +$690 | 0.11% | 175 |
|
|
2021
Q1 | $540K | Sell |
5,589
-5
| -0.1% | -$483 | 0.12% | 158 |
|
|
2020
Q4 | $512K | Sell |
5,594
-55
| -1% | -$5.03K | 0.13% | 155 |
|
|
2020
Q3 | $0 | Sell |
5,649
-2,230
| -28% | – | ﹤0.01% | 190 |
|
|
2020
Q2 | $629K | Buy |
7,879
+6
| +0.1% | +$479 | 0.19% | 105 |
|
|
2020
Q1 | $637K | Buy |
7,873
+2,843
| +57% | +$230K | 0.23% | 98 |
|
|
2019
Q4 | $459K | Hold |
5,030
| – | – | 0.13% | 160 |
|
|
2019
Q3 | $482K | Buy |
+5,030
| New | +$482K | 0.19% | 132 |
|