Prospera Financial Services’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 | $7.03M | Sell |
59,549
-2,961
| -5% | -$350K | 0.13% | 172 |
|
|
2025
Q1 | $7.63M | Sell |
62,510
-4,276
| -6% | -$522K | 0.18% | 134 |
|
|
2024
Q4 | $7.2M | Buy |
66,786
+4,835
| +8% | +$521K | 0.17% | 135 |
|
|
2024
Q3 | $7.15M | Buy |
61,951
+2,174
| +4% | +$251K | 0.18% | 121 |
|
|
2024
Q2 | $5.99M | Sell |
59,777
-1,525
| -2% | -$153K | 0.17% | 130 |
|
|
2024
Q1 | $5.93M | Buy |
61,302
+1,711
| +3% | +$166K | 0.18% | 122 |
|
|
2023
Q4 | $5.78M | Buy |
59,591
+6,667
| +13% | +$647K | 0.19% | 123 |
|
|
2023
Q3 | $4.67M | Buy |
52,924
+6,456
| +14% | +$570K | 0.18% | 127 |
|
|
2023
Q2 | $4.17M | Buy |
46,468
+7,129
| +18% | +$640K | 0.16% | 145 |
|
|
2023
Q1 | $3.8M | Buy |
39,339
+1,628
| +4% | +$157K | 0.16% | 155 |
|
|
2022
Q4 | $3.88M | Buy |
37,711
+1,520
| +4% | +$157K | 0.19% | 120 |
|
|
2022
Q3 | $3.37M | Buy |
36,191
+4,555
| +14% | +$424K | 0.18% | 143 |
|
|
2022
Q2 | $3.39M | Buy |
31,636
+1,008
| +3% | +$108K | 0.17% | 143 |
|
|
2022
Q1 | $3.42M | Buy |
30,628
+374
| +1% | +$41.8K | 0.14% | 174 |
|
|
2021
Q4 | $3.18M | Buy |
30,254
+1,170
| +4% | +$123K | 0.14% | 177 |
|
|
2021
Q3 | $2.84M | Sell |
29,084
-1,182
| -4% | -$115K | 0.14% | 180 |
|
|
2021
Q2 | $2.99M | Buy |
30,266
+1,640
| +6% | +$162K | 0.15% | 176 |
|
|
2021
Q1 | $2.77M | Buy |
28,626
+395
| +1% | +$38.2K | 0.16% | 157 |
|
|
2020
Q4 | $2.59M | Buy |
+28,231
| New | +$2.59M | 0.18% | 140 |
|
|
2020
Q3 | – | Sell |
-26,242
| Closed | -$2.1M | – | 1627 |
|
|
2020
Q2 | $2.1M | Buy |
26,242
+632
| +2% | +$50.5K | 0.19% | 145 |
|
|
2020
Q1 | $2.07M | Buy |
25,610
+1,634
| +7% | +$132K | 0.22% | 114 |
|
|
2019
Q4 | $2.19M | Buy |
23,976
+62
| +0.3% | +$5.66K | 0.17% | 151 |
|
|
2019
Q3 | $2.29M | Buy |
23,914
+69
| +0.3% | +$6.61K | 0.24% | 88 |
|
|
2019
Q2 | $2.12M | Sell |
23,845
-384
| -2% | -$34.1K | 0.24% | 89 |
|
|
2019
Q1 | $2.18M | Buy |
24,229
+5,619
| +30% | +$506K | 0.72% | 28 |
|
|
2018
Q4 | $1.6M | Buy |
18,610
+989
| +6% | +$85.1K | 0.32% | 72 |
|
|
2018
Q3 | $1.4M | Sell |
17,621
-3,853
| -18% | -$305K | 0.26% | 91 |
|
|
2018
Q2 | $1.71M | Buy |
21,474
+2,672
| +14% | +$213K | 0.23% | 84 |
|
|
2018
Q1 | $1.46M | Buy |
18,802
+3,889
| +26% | +$302K | 0.2% | 107 |
|
|
2017
Q4 | $1.24M | Sell |
14,913
-1,389
| -9% | -$116K | 0.19% | 113 |
|
|
2017
Q3 | $1.37M | Buy |
16,302
+1,166
| +8% | +$98.1K | 0.21% | 105 |
|
|
2017
Q2 | $1.26M | Sell |
15,136
-151
| -1% | -$12.6K | 0.2% | 103 |
|
|
2017
Q1 | $1.26M | Sell |
15,287
-15,499
| -50% | -$1.28M | 0.23% | 89 |
|
|
2016
Q4 | $2.39M | Buy |
30,786
+14,360
| +87% | +$1.11M | 0.47% | 39 |
|
|
2016
Q3 | $1.32M | Buy |
16,426
+803
| +5% | +$64.3K | 0.26% | 69 |
|
|
2016
Q2 | $1.34M | Buy |
15,623
+929
| +6% | +$79.7K | 0.28% | 70 |
|
|
2016
Q1 | $1.19M | Buy |
14,694
+6,053
| +70% | +$489K | 0.26% | 71 |
|
|
2015
Q4 | $617K | Buy |
8,641
+4,232
| +96% | +$302K | 0.14% | 106 |
|
|
2015
Q3 | $317K | Buy |
+4,409
| New | +$317K | 0.08% | 178 |
|
|
2015
Q2 | – | Sell |
-2,605
| Closed | -$200K | – | 305 |
|
|
2015
Q1 | $200K | Sell |
2,605
-576
| -18% | -$44.2K | 0.04% | 291 |
|
|
2014
Q4 | $266K | Sell |
3,181
-541
| -15% | -$45.2K | 0.07% | 220 |
|
|
2014
Q3 | $278K | Buy |
3,722
+2
| +0.1% | +$149 | 0.07% | 211 |
|
|
2014
Q2 | $276K | Buy |
3,720
+50
| +1% | +$3.71K | 0.07% | 202 |
|
|
2014
Q1 | $261K | Buy |
3,670
+147
| +4% | +$10.5K | 0.08% | 191 |
|
|
2013
Q4 | $243K | Sell |
3,523
-1,558
| -31% | -$107K | 0.08% | 198 |
|
|
2013
Q3 | $342K | Buy |
5,081
+11
| +0.2% | +$740 | 0.13% | 136 |
|
|
2013
Q2 | $339K | Buy |
+5,070
| New | +$339K | 0.16% | 145 |
|