PFG 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 | $536K | Buy |
4,540
+437
| +11% | +$51.6K | 0.02% | 407 |
|
|
2025
Q1 | $500K | Buy |
4,103
+211
| +5% | +$25.7K | 0.03% | 468 |
|
|
2024
Q4 | $419K | Buy |
3,892
+57
| +1% | +$6.14K | 0.03% | 496 |
|
|
2024
Q3 | $442K | Buy |
3,835
+79
| +2% | +$9.11K | 0.03% | 478 |
|
|
2024
Q2 | $376K | Sell |
3,756
-107
| -3% | -$10.7K | 0.03% | 492 |
|
|
2024
Q1 | $374K | Sell |
3,863
-206
| -5% | -$19.9K | 0.03% | 468 |
|
|
2023
Q4 | $395K | Buy |
4,069
+485
| +14% | +$47.1K | 0.03% | 411 |
|
|
2023
Q3 | $316K | Sell |
3,584
-10,048
| -74% | -$887K | 0.03% | 440 |
|
|
2023
Q2 | $1.22M | Buy |
13,632
+4,011
| +42% | +$360K | 0.09% | 249 |
|
|
2023
Q1 | $928K | Buy |
9,621
+2,304
| +31% | +$222K | 0.08% | 290 |
|
|
2022
Q4 | $754K | Buy |
7,317
+563
| +8% | +$58K | 0.07% | 290 |
|
|
2022
Q3 | $628K | Buy |
6,754
+414
| +7% | +$38.5K | 0.07% | 291 |
|
|
2022
Q2 | $680K | Buy |
6,340
+134
| +2% | +$14.4K | 0.08% | 219 |
|
|
2022
Q1 | $693K | Buy |
6,206
+1,192
| +24% | +$133K | 0.07% | 238 |
|
|
2021
Q4 | $526K | Sell |
5,014
-1,917
| -28% | -$201K | 0.05% | 341 |
|
|
2021
Q3 | $676K | Sell |
6,931
-179
| -3% | -$17.5K | 0.07% | 297 |
|
|
2021
Q2 | $702K | Buy |
7,110
+43
| +0.6% | +$4.25K | 0.08% | 274 |
|
|
2021
Q1 | $682K | Buy |
+7,067
| New | +$682K | 0.09% | 256 |
|