Principle Wealth Partners’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 | $4.6M | Sell |
38,949
-1,287
| -3% | -$152K | 0.29% | 72 |
|
|
2025
Q1 | $4.91M | Sell |
40,236
-1,576
| -4% | -$192K | 0.35% | 69 |
|
|
2024
Q4 | $4.5M | Buy |
41,812
+5,898
| +16% | +$635K | 0.32% | 72 |
|
|
2024
Q3 | $4.14M | Hold |
35,914
| – | – | 0.29% | 79 |
|
|
2024
Q2 | $3.6M | Buy |
35,914
+3,190
| +10% | +$320K | 0.27% | 88 |
|
|
2024
Q1 | $3.16M | Buy |
32,724
+5,815
| +22% | +$562K | 0.25% | 97 |
|
|
2023
Q4 | $2.61M | Buy |
26,909
+6,293
| +31% | +$611K | 0.22% | 99 |
|
|
2023
Q3 | $1.82M | Buy |
20,616
+1,550
| +8% | +$137K | 0.18% | 113 |
|
|
2023
Q2 | $1.71M | Sell |
19,066
-90
| -0.5% | -$8.08K | 0.17% | 110 |
|
|
2023
Q1 | $1.85M | Buy |
19,156
+454
| +2% | +$43.8K | 0.2% | 102 |
|
|
2022
Q4 | $1.93M | Sell |
18,702
-541
| -3% | -$55.7K | 0.22% | 96 |
|
|
2022
Q3 | $1.79K | Buy |
19,243
+300
| +2% | +$28 | 0.17% | 91 |
|
|
2022
Q2 | $2.03M | Sell |
18,943
-2,137
| -10% | -$229K | 0.24% | 90 |
|
|
2022
Q1 | $2.35M | Sell |
21,080
-33
| -0.2% | -$3.69K | 0.25% | 88 |
|
|
2021
Q4 | $2.22M | Sell |
21,113
-419
| -2% | -$44K | 0.23% | 86 |
|
|
2021
Q3 | $2.1M | Buy |
21,532
+850
| +4% | +$82.9K | 0.24% | 87 |
|
|
2021
Q2 | $2.04M | Sell |
20,682
-535
| -3% | -$52.8K | 0.23% | 88 |
|
|
2021
Q1 | $2.05M | Sell |
21,217
-80
| -0.4% | -$7.72K | 0.24% | 88 |
|
|
2020
Q4 | $1.95M | Buy |
+21,297
| New | +$1.95M | 0.26% | 79 |
|
|
2020
Q3 | – | Sell |
-1,915
| Closed | -$153K | – | 226 |
|
|
2020
Q2 | $153K | Buy |
+1,915
| New | +$153K | 0.04% | 167 |
|
|
2019
Q3 | – | Sell |
-2,300
| Closed | -$203K | – | 167 |
|
|
2019
Q2 | $203K | Buy |
+2,300
| New | +$203K | 0.1% | 136 |
|