Pflug Koory’s Duke Energy DUK Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $333K | Buy | 
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| 
        
          
      
        2025
         Q2  | $309K | Hold | 
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| 
        
          
      
        2025
         Q1  | $319K | Sell | 
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| 
        
          
      
        2024
         Q4  | $283K | Hold | 
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| 
        
          
      
        2024
         Q3  | $303K | Buy | 
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| 
        
          
      
        2024
         Q1  | $264K | Buy | 
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| 
        
          
      
        2023
         Q4  | $240K | Sell | 
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| 
        
          
      
        2023
         Q3  | $219K | Hold | 
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| 
        
          
      
        2023
         Q2  | $223K | Sell | 
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| 
        
          
      
        2023
         Q1  | $242K | Sell | 
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| 
        
          
      
        2022
         Q4  | $270K | Sell | 
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| 
        
          
      
        2022
         Q3  | $362K | Buy | 
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| 
        
          
      
        2022
         Q2  | $415K | Hold | 
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| 
        
          
      
        2022
         Q1  | $432K | Sell | 
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| 
        
          
      
        2021
         Q4  | $406K | Hold | 
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| 
        
          
      
        2021
         Q3  | $378K | Hold | 
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| 
        
          
      
        2021
         Q2  | $382K | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $378K | Buy | 
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| 
        
          
      
        2020
         Q4  | $348K | Buy | 
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| 
        
          
      
        2020
         Q3  | $228K | Hold | 
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| 
        
          
      
        2020
         Q2  | $206K | Sell | 
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| 
        
          
      
        2020
         Q1  | $221K | Hold | 
         | 
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| 
        
          
      
        2019
         Q4  | $249K | Hold | 
         | 
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| 
        
          
      
        2019
         Q3  | $262K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $241K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $246K | Hold | 
         | 
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| 
        
          
      
        2018
         Q4  | $236K | Hold | 
         | 
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| 
        
          
      
        2018
         Q3  | $218K | Hold | 
         | 
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| 
        
          
      
        2018
         Q2  | $216K | Sell | 
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| 
        
          
      
        2018
         Q1  | $231K | Buy | 
         | 
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| 
        
          
      
        2017
         Q4  | $245K | Hold | 
         | 
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| 
        
          
      
        2017
         Q3  | $245K | Hold | 
         | 
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| 
        
          
      
        2017
         Q2  | $243K | Hold | 
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| 
        
          
      
        2017
         Q1  | $239K | Hold | 
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| 
        
          
      
        2016
         Q4  | $226 | Buy | 
         |