Pin Oak Investment 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 | $55K | Hold |
456
| – | – | 0.05% | 184 |
|
|
2025
Q1 | $54K | Hold |
456
| – | – | 0.04% | 183 |
|
|
2024
Q4 | $53K | Hold |
456
| – | – | 0.05% | 179 |
|
|
2024
Q3 | $52K | Hold |
456
| – | – | 0.05% | 181 |
|
|
2024
Q2 | $46K | Buy |
456
+393
| +624% | +$39.6K | 0.04% | 177 |
|
|
2024
Q1 | $6K | Hold |
63
| – | – | 0.01% | 366 |
|
|
2023
Q4 | $6K | Hold |
63
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $6K | Hold |
63
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $6K | Hold |
63
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $6K | Hold |
63
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $6K | Buy |
+63
| New | +$6K | 0.01% | 331 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$4K | – | 385 |
|
|
2020
Q1 | $4K | Sell |
50
-10
| -17% | -$800 | ﹤0.01% | 350 |
|
|
2019
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $6K | Sell |
60
-13
| -18% | -$1.3K | ﹤0.01% | 363 |
|
|
2019
Q2 | $6K | Buy |
73
+23
| +46% | +$1.89K | ﹤0.01% | 392 |
|
|
2019
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $4K | Sell |
50
-269
| -84% | -$21.5K | ﹤0.01% | 375 |
|
|
2018
Q3 | $26K | Buy |
319
+2
| +0.6% | +$163 | 0.02% | 237 |
|
|
2018
Q2 | $25K | Buy |
317
+28
| +10% | +$2.21K | 0.02% | 248 |
|
|
2018
Q1 | $22K | Buy |
289
+1
| +0.3% | +$76 | 0.02% | 259 |
|
|
2017
Q4 | $24K | Buy |
+288
| New | +$24K | 0.02% | 260 |
|