Prime Capital 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 | $2.84M | Sell |
24,082
-3,102
| -11% | -$366K | 0.04% | 276 |
|
|
2025
Q1 | $3.32M | Sell |
27,184
-1,712
| -6% | -$209K | 0.04% | 287 |
|
|
2024
Q4 | $3.11M | Sell |
28,896
-4,267
| -13% | -$460K | 0.05% | 251 |
|
|
2024
Q3 | $3.82M | Buy |
33,163
+3,659
| +12% | +$422K | 0.05% | 239 |
|
|
2024
Q2 | $2.96M | Buy |
29,504
+647
| +2% | +$64.9K | 0.04% | 265 |
|
|
2024
Q1 | $2.79M | Buy |
28,857
+1,920
| +7% | +$186K | 0.04% | 289 |
|
|
2023
Q4 | $2.61M | Buy |
26,937
+1,929
| +8% | +$187K | 0.04% | 292 |
|
|
2023
Q3 | $2.21M | Sell |
25,008
-29,771
| -54% | -$2.63M | 0.05% | 236 |
|
|
2023
Q2 | $4.92M | Buy |
54,779
+11,818
| +28% | +$1.06M | 0.1% | 162 |
|
|
2023
Q1 | $4.14M | Sell |
42,961
-367
| -0.8% | -$35.4K | 0.17% | 108 |
|
|
2022
Q4 | $4.46M | Buy |
43,328
+8,340
| +24% | +$859K | 0.17% | 113 |
|
|
2022
Q3 | $3.26M | Buy |
34,988
+5,698
| +19% | +$530K | 0.19% | 94 |
|
|
2022
Q2 | $3.14M | Buy |
29,290
+24,952
| +575% | +$2.67M | 0.19% | 95 |
|
|
2022
Q1 | $455K | Hold |
4,338
| – | – | 0.03% | 246 |
|
|
2021
Q4 | $455K | Buy |
+4,338
| New | +$455K | 0.02% | 246 |
|
|
2021
Q3 | – | Sell |
-4,138
| Closed | -$409K | – | 312 |
|
|
2021
Q2 | $409K | Buy |
+4,138
| New | +$409K | 0.02% | 267 |
|
|
2021
Q1 | – | Sell |
-1,932
| Closed | -$177K | – | 470 |
|
|
2020
Q4 | $177K | Sell |
1,932
-14,340
| -88% | -$1.31M | 0.01% | 245 |
|
|
2020
Q3 | $1.44M | Sell |
16,272
-434
| -3% | -$38.4K | 0.12% | 135 |
|
|
2020
Q2 | $1.34M | Buy |
16,706
+544
| +3% | +$43.5K | 0.13% | 128 |
|
|
2020
Q1 | $1.31M | Sell |
16,162
-2,287
| -12% | -$185K | 0.15% | 103 |
|
|
2019
Q4 | $1.68M | Buy |
18,449
+13,104
| +245% | +$1.2M | 0.19% | 110 |
|
|
2019
Q3 | $512K | Sell |
5,345
-104
| -2% | -$9.96K | 0.08% | 153 |
|
|
2019
Q2 | $481K | Sell |
5,449
-96
| -2% | -$8.47K | 0.09% | 145 |
|
|
2019
Q1 | $499K | Buy |
5,545
+209
| +4% | +$18.8K | 0.15% | 95 |
|
|
2018
Q4 | $460K | Hold |
5,336
| – | – | 0.17% | 87 |
|
|
2018
Q3 | $427K | Sell |
5,336
-151
| -3% | -$12.1K | 0.14% | 99 |
|
|
2018
Q2 | $434K | Buy |
5,487
+3,826
| +230% | +$303K | 0.18% | 92 |
|
|
2018
Q1 | $129K | Hold |
1,661
| – | – | 0.09% | 117 |
|
|
2017
Q4 | $140K | Buy |
+1,661
| New | +$140K | 0.11% | 113 |
|