Procyon 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 | $1.12M | Buy |
9,505
+600
| +7% | +$70.8K | 0.11% | 175 |
|
|
2025
Q1 | $1.09M | Sell |
8,905
-645
| -7% | -$78.7K | 0.07% | 246 |
|
|
2024
Q4 | $1.03M | Sell |
9,550
-313
| -3% | -$33.7K | 0.07% | 231 |
|
|
2024
Q3 | $1.14M | Sell |
9,863
-1,827
| -16% | -$211K | 0.08% | 219 |
|
|
2024
Q2 | $1.17M | Sell |
11,690
-409
| -3% | -$41K | 0.09% | 205 |
|
|
2024
Q1 | $1.17M | Sell |
12,099
-989
| -8% | -$95.6K | 0.09% | 207 |
|
|
2023
Q4 | $1.27M | Sell |
13,088
-2,966
| -18% | -$288K | 0.11% | 186 |
|
|
2023
Q3 | $1.42M | Sell |
16,054
-819
| -5% | -$72.3K | 0.15% | 159 |
|
|
2023
Q2 | $1.51M | Buy |
16,873
+1,355
| +9% | +$122K | 0.19% | 120 |
|
|
2023
Q1 | $1.5M | Sell |
15,518
-7,401
| -32% | -$714K | 0.25% | 100 |
|
|
2022
Q4 | $2.36M | Buy |
22,919
+3,737
| +19% | +$385K | 0.43% | 54 |
|
|
2022
Q3 | $1.78M | Sell |
19,182
-1,027
| -5% | -$95.5K | 0.44% | 51 |
|
|
2022
Q2 | $2.17M | Buy |
20,209
+840
| +4% | +$90.1K | 0.48% | 50 |
|
|
2022
Q1 | $2.16M | Buy |
19,369
+263
| +1% | +$29.4K | 0.45% | 51 |
|
|
2021
Q4 | $2M | Buy |
19,106
+753
| +4% | +$79K | 0.43% | 51 |
|
|
2021
Q3 | $1.79M | Buy |
18,353
+5,729
| +45% | +$559K | 0.46% | 47 |
|
|
2021
Q2 | $1.25M | Buy |
12,624
+7,286
| +136% | +$719K | 0.34% | 76 |
|
|
2021
Q1 | $515K | Sell |
5,338
-433
| -8% | -$41.8K | 0.23% | 103 |
|
|
2020
Q4 | $528K | Sell |
5,771
-150
| -3% | -$13.7K | 0.26% | 95 |
|
|
2020
Q3 | $524K | Sell |
5,921
-116
| -2% | -$10.3K | 0.29% | 83 |
|
|
2020
Q2 | $482K | Buy |
6,037
+2,981
| +98% | +$238K | 0.26% | 86 |
|
|
2020
Q1 | $247K | Buy |
3,056
+781
| +34% | +$63.1K | 0.16% | 123 |
|
|
2019
Q4 | $208K | Buy |
+2,275
| New | +$208K | 0.13% | 160 |
|