Private Advisor Group’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 | $9.07M | Buy |
76,869
+2,162
| +3% | +$255K | 0.05% | 387 |
|
|
2025
Q1 | $9.11M | Sell |
74,707
-1,215
| -2% | -$148K | 0.06% | 356 |
|
|
2024
Q4 | $8.18M | Sell |
75,922
-483
| -0.6% | -$52K | 0.05% | 380 |
|
|
2024
Q3 | $8.81M | Buy |
76,405
+1,308
| +2% | +$151K | 0.05% | 350 |
|
|
2024
Q2 | $7.53M | Buy |
75,097
+2,052
| +3% | +$206K | 0.05% | 349 |
|
|
2024
Q1 | $7.06M | Sell |
73,045
-2,485
| -3% | -$240K | 0.05% | 353 |
|
|
2023
Q4 | $7.33M | Buy |
75,530
+2,485
| +3% | +$241K | 0.06% | 321 |
|
|
2023
Q3 | $6.45M | Buy |
73,045
+1,186
| +2% | +$105K | 0.06% | 320 |
|
|
2023
Q2 | $6.53M | Buy |
71,859
+4,549
| +7% | +$413K | 0.06% | 316 |
|
|
2023
Q1 | $6.49M | Sell |
67,310
-2,245
| -3% | -$217K | 0.06% | 313 |
|
|
2022
Q4 | $1.29M | Sell |
69,555
-16,912
| -20% | -$313K | 0.06% | 302 |
|
|
2022
Q3 | $8.04M | Buy |
86,467
+4,621
| +6% | +$430K | 0.09% | 226 |
|
|
2022
Q2 | $8.78M | Sell |
81,846
-9,559
| -10% | -$1.02M | 0.08% | 248 |
|
|
2022
Q1 | $10.2M | Buy |
91,405
+1,085
| +1% | +$121K | 0.08% | 244 |
|
|
2021
Q4 | $9.48M | Sell |
90,320
-29,705
| -25% | -$3.12M | 0.07% | 278 |
|
|
2021
Q3 | $11.7M | Buy |
120,025
+38,513
| +47% | +$3.76M | 0.07% | 266 |
|
|
2021
Q2 | $8.05M | Sell |
81,512
-2,219
| -3% | -$219K | 0.07% | 274 |
|
|
2021
Q1 | $8.08M | Buy |
83,731
+6,186
| +8% | +$597K | 0.08% | 250 |
|
|
2020
Q4 | $7.1M | Buy |
77,545
+8,608
| +12% | +$788K | 0.07% | 257 |
|
|
2020
Q3 | $6.05M | Buy |
68,937
+1,472
| +2% | +$129K | 0.08% | 249 |
|
|
2020
Q2 | $5.39M | Buy |
67,465
+5,748
| +9% | +$459K | 0.07% | 252 |
|
|
2020
Q1 | $4.99M | Sell |
61,717
-2,211
| -3% | -$179K | 0.09% | 227 |
|
|
2019
Q4 | $5.83M | Sell |
63,928
-26,008
| -29% | -$2.37M | 0.09% | 242 |
|
|
2019
Q3 | $8.59M | Sell |
89,936
-46,744
| -34% | -$4.46M | 0.13% | 168 |
|
|
2019
Q2 | $11.9M | Buy |
136,680
+68,655
| +101% | +$6M | 0.22% | 107 |
|
|
2019
Q1 | $6.06M | Buy |
68,025
+15,619
| +30% | +$1.39M | 0.12% | 182 |
|
|
2018
Q4 | $4.52M | Sell |
52,406
-1,141
| -2% | -$98.5K | 0.11% | 199 |
|
|
2018
Q3 | $4.29M | Buy |
53,547
+14,654
| +38% | +$1.17M | 0.09% | 226 |
|
|
2018
Q2 | $3.1M | Buy |
38,893
+16,489
| +74% | +$1.31M | 0.05% | 182 |
|
|
2018
Q1 | $1.74M | Sell |
22,404
-18,950
| -46% | -$1.47M | 0.07% | 290 |
|
|
2017
Q4 | $3.35M | Sell |
41,354
-20,687
| -33% | -$1.68M | 0.14% | 153 |
|
|
2017
Q3 | $5.26M | Sell |
62,041
-132
| -0.2% | -$11.2K | 0.13% | 165 |
|
|
2017
Q2 | $5.17M | Sell |
62,173
-1,970
| -3% | -$164K | 0.14% | 159 |
|
|
2017
Q1 | $5.31M | Buy |
64,143
+4,411
| +7% | +$365K | 0.15% | 154 |
|
|
2016
Q4 | $4.61M | Buy |
59,732
+13,902
| +30% | +$1.07M | 0.15% | 144 |
|
|
2016
Q3 | $3.55M | Sell |
45,830
-4,241
| -8% | -$329K | 0.14% | 151 |
|
|
2016
Q2 | $4.37M | Buy |
50,071
+11,813
| +31% | +$1.03M | 0.18% | 131 |
|
|
2016
Q1 | $3.05M | Sell |
38,258
-1,108
| -3% | -$88.4K | 0.15% | 152 |
|
|
2015
Q4 | $2.81M | Sell |
39,366
-12,258
| -24% | -$875K | 0.13% | 164 |
|
|
2015
Q3 | $3.71M | Buy |
51,624
+16,704
| +48% | +$1.2M | 0.2% | 108 |
|
|
2015
Q2 | $2.47M | Buy |
34,920
+3,188
| +10% | +$225K | 0.12% | 177 |
|
|
2015
Q1 | $2.44M | Buy |
31,732
+3,021
| +11% | +$232K | 0.14% | 161 |
|
|
2014
Q4 | $2.38M | Buy |
28,711
+2,665
| +10% | +$221K | 0.15% | 154 |
|
|
2014
Q3 | $1.95M | Buy |
26,046
+3,715
| +17% | +$278K | 0.13% | 171 |
|
|
2014
Q2 | $1.66M | Buy |
22,331
+1,006
| +5% | +$74.6K | 0.14% | 161 |
|
|
2014
Q1 | $1.52M | Buy |
21,325
+2,126
| +11% | +$151K | 0.16% | 151 |
|
|
2013
Q4 | $1.33M | Buy |
+19,199
| New | +$1.33M | 0.15% | 162 |
|