Proficio Capital 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 | $322K | Buy |
2,727
+99
| +4% | +$11.7K | 0.02% | 309 |
|
|
2025
Q1 | $321K | Buy |
2,628
+13
| +0.5% | +$1.59K | 0.02% | 280 |
|
|
2024
Q4 | $282K | Buy |
+2,615
| New | +$282K | 0.02% | 277 |
|
|
2024
Q3 | – | Sell |
-2,258
| Closed | -$226K | – | 299 |
|
|
2024
Q2 | $226K | Sell |
2,258
-99
| -4% | -$9.92K | 0.02% | 294 |
|
|
2024
Q1 | $228K | Sell |
2,357
-114
| -5% | -$11K | 0.03% | 295 |
|
|
2023
Q4 | $240K | Sell |
2,471
-297
| -11% | -$28.8K | 0.03% | 268 |
|
|
2023
Q3 | $244K | Sell |
2,768
-124
| -4% | -$10.9K | 0.03% | 254 |
|
|
2023
Q2 | $260K | Sell |
2,892
-1,398
| -33% | -$125K | 0.04% | 237 |
|
|
2023
Q1 | $414K | Buy |
4,290
+589
| +16% | +$56.8K | 0.07% | 161 |
|
|
2022
Q4 | $381K | Buy |
3,701
+662
| +22% | +$68.1K | 0.07% | 160 |
|
|
2022
Q3 | $287K | Buy |
3,039
+165
| +6% | +$15.6K | 0.05% | 189 |
|
|
2022
Q2 | $308K | Buy |
2,874
+104
| +4% | +$11.1K | 0.06% | 183 |
|
|
2022
Q1 | $309K | Buy |
2,770
+414
| +18% | +$46.2K | 0.05% | 202 |
|
|
2021
Q4 | $247K | Buy |
2,356
+17
| +0.7% | +$1.78K | 0.03% | 256 |
|
|
2021
Q3 | $228K | Buy |
2,339
+209
| +10% | +$20.4K | 0.03% | 265 |
|
|
2021
Q2 | $210K | Sell |
2,130
-302
| -12% | -$29.8K | 0.03% | 285 |
|
|
2021
Q1 | $235K | Buy |
+2,432
| New | +$235K | 0.03% | 227 |
|
|
2019
Q3 | – | Sell |
-478
| Closed | -$42K | – | 524 |
|
|
2019
Q2 | $42K | Buy |
478
+163
| +52% | +$14.3K | 0.01% | 439 |
|
|
2019
Q1 | $28K | Sell |
315
-127
| -29% | -$11.3K | 0.01% | 521 |
|
|
2018
Q4 | $38K | Buy |
442
+164
| +59% | +$14.1K | 0.02% | 367 |
|
|
2018
Q3 | $22K | Hold |
278
| – | – | 0.01% | 553 |
|
|
2018
Q2 | $22K | Sell |
278
-90
| -24% | -$7.12K | 0.01% | 564 |
|
|
2018
Q1 | $29K | Buy |
368
+30
| +9% | +$2.36K | 0.01% | 480 |
|
|
2017
Q4 | $28K | Sell |
338
-28
| -8% | -$2.32K | 0.01% | 485 |
|
|
2017
Q3 | $31K | Hold |
366
| – | – | 0.01% | 487 |
|
|
2017
Q2 | $31K | Sell |
366
-10
| -3% | -$847 | 0.01% | 491 |
|
|
2017
Q1 | $32K | Buy |
376
+61
| +19% | +$5.19K | 0.01% | 491 |
|
|
2016
Q4 | $24K | Buy |
315
+58
| +23% | +$4.42K | 0.01% | 399 |
|
|
2016
Q3 | $21K | Hold |
257
| – | – | 0.01% | 414 |
|
|
2016
Q2 | $22K | Buy |
257
+122
| +90% | +$10.4K | 0.01% | 414 |
|
|
2016
Q1 | $11K | Sell |
135
-157
| -54% | -$12.8K | 0.01% | 396 |
|
|
2015
Q4 | $21K | Buy |
+292
| New | +$21K | 0.02% | 188 |
|