Plante Moran Financial 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 | $102K | Hold |
869
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $106K | Sell |
869
-667
| -43% | -$81.3K | 0.01% | 235 |
|
|
2024
Q4 | $165K | Buy |
1,536
+313
| +26% | +$33.7K | 0.01% | 194 |
|
|
2024
Q3 | $141K | Buy |
1,223
+108
| +10% | +$12.5K | 0.01% | 218 |
|
|
2024
Q2 | $112K | Buy |
1,115
+123
| +12% | +$12.3K | 0.01% | 235 |
|
|
2024
Q1 | $95.9K | Buy |
992
+158
| +19% | +$15.3K | 0.01% | 255 |
|
|
2023
Q4 | $80.9K | Sell |
834
-345
| -29% | -$33.5K | 0.01% | 266 |
|
|
2023
Q3 | $104K | Hold |
1,179
| – | – | 0.01% | 223 |
|
|
2023
Q2 | $106K | Sell |
1,179
-146
| -11% | -$13.1K | 0.01% | 228 |
|
|
2023
Q1 | $128K | Buy |
1,325
+4
| +0.3% | +$386 | 0.02% | 199 |
|
|
2022
Q4 | $136K | Buy |
1,321
+3
| +0.2% | +$309 | 0.02% | 196 |
|
|
2022
Q3 | $123K | Sell |
1,318
-62
| -4% | -$5.79K | 0.02% | 186 |
|
|
2022
Q2 | $148K | Buy |
1,380
+68
| +5% | +$7.29K | 0.02% | 173 |
|
|
2022
Q1 | $146K | Sell |
1,312
-274
| -17% | -$30.5K | 0.03% | 191 |
|
|
2021
Q4 | $166K | Buy |
1,586
+388
| +32% | +$40.6K | 0.03% | 201 |
|
|
2021
Q3 | $117K | Sell |
1,198
-160
| -12% | -$15.6K | 0.03% | 246 |
|
|
2021
Q2 | $134K | Sell |
1,358
-77
| -5% | -$7.6K | 0.03% | 217 |
|
|
2021
Q1 | $139K | Buy |
1,435
+12
| +0.8% | +$1.16K | 0.04% | 211 |
|
|
2020
Q4 | $130K | Sell |
1,423
-770
| -35% | -$70.3K | 0.04% | 217 |
|
|
2020
Q3 | $194K | Sell |
2,193
-701
| -24% | -$62K | 0.07% | 155 |
|
|
2020
Q2 | $231K | Sell |
2,894
-22
| -0.8% | -$1.76K | 0.09% | 117 |
|
|
2020
Q1 | $236K | Buy |
2,916
+178
| +7% | +$14.4K | 0.11% | 99 |
|
|
2019
Q4 | $250K | Sell |
2,738
-3,941
| -59% | -$360K | 0.09% | 131 |
|
|
2019
Q3 | $640K | Buy |
6,679
+725
| +12% | +$69.5K | 0.19% | 72 |
|
|
2019
Q2 | $525K | Buy |
5,954
+2
| +0% | +$176 | 0.16% | 82 |
|
|
2019
Q1 | $536K | Buy |
5,952
+155
| +3% | +$14K | 0.17% | 76 |
|
|
2018
Q4 | $500K | Buy |
5,797
+100
| +2% | +$8.63K | 0.17% | 71 |
|
|
2018
Q3 | $456K | Buy |
5,697
+373
| +7% | +$29.9K | 0.15% | 81 |
|
|
2018
Q2 | $421K | Sell |
5,324
-249
| -4% | -$19.7K | 0.21% | 80 |
|
|
2018
Q1 | $432K | Buy |
5,573
+5,231
| +1,530% | +$405K | 0.23% | 80 |
|
|
2017
Q4 | $29K | Sell |
342
-1,164
| -77% | -$98.7K | 0.02% | 440 |
|
|
2017
Q3 | $126K | Sell |
1,506
-161
| -10% | -$13.5K | 0.07% | 173 |
|
|
2017
Q2 | $139K | Sell |
1,667
-752
| -31% | -$62.7K | 0.09% | 158 |
|
|
2017
Q1 | $198K | Sell |
2,419
-236
| -9% | -$19.3K | 0.12% | 126 |
|
|
2016
Q4 | $206K | Sell |
2,655
-115
| -4% | -$8.92K | 0.13% | 118 |
|
|
2016
Q3 | $222K | Buy |
2,770
+25
| +0.9% | +$2K | 0.15% | 108 |
|
|
2016
Q2 | $235K | Buy |
2,745
+872
| +47% | +$74.7K | 0.17% | 101 |
|
|
2016
Q1 | $151K | Sell |
1,873
-24
| -1% | -$1.94K | 0.12% | 134 |
|
|
2015
Q4 | $135K | Buy |
1,897
+28
| +1% | +$1.99K | 0.1% | 149 |
|
|
2015
Q3 | $134K | Buy |
1,869
+292
| +19% | +$20.9K | 0.11% | 146 |
|
|
2015
Q2 | $111K | Buy |
1,577
+15
| +1% | +$1.06K | 0.08% | 176 |
|
|
2015
Q1 | $120K | Sell |
1,562
-125
| -7% | -$9.6K | 0.08% | 166 |
|
|
2014
Q4 | $141K | Buy |
1,687
+1,309
| +346% | +$109K | 0.1% | 142 |
|
|
2014
Q3 | $28K | Sell |
378
-841
| -69% | -$62.3K | 0.02% | 352 |
|
|
2014
Q2 | $90K | Buy |
1,219
+1,090
| +845% | +$80.5K | 0.08% | 159 |
|
|
2014
Q1 | $9K | Sell |
129
-293
| -69% | -$20.4K | 0.01% | 384 |
|
|
2013
Q4 | $29K | Buy |
422
+291
| +222% | +$20K | 0.02% | 302 |
|
|
2013
Q3 | $9K | Sell |
131
-410
| -76% | -$28.2K | 0.01% | 400 |
|
|
2013
Q2 | $37K | Buy |
+541
| New | +$37K | 0.03% | 192 |
|