PSI 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 | $293K | Sell |
2,483
-418
| -14% | -$49.3K | 0.14% | 84 |
|
|
2025
Q1 | $354K | Sell |
2,901
-2,112
| -42% | -$258K | 0.12% | 87 |
|
|
2024
Q4 | $540K | Sell |
5,013
-589
| -11% | -$63.5K | 0.16% | 74 |
|
|
2024
Q3 | $646K | Sell |
5,602
-650
| -10% | -$74.9K | 0.19% | 71 |
|
|
2024
Q2 | $627K | Sell |
6,252
-24
| -0.4% | -$2.41K | 0.2% | 70 |
|
|
2024
Q1 | $607K | Sell |
6,276
-1,705
| -21% | -$165K | 0.22% | 66 |
|
|
2023
Q4 | $774K | Buy |
7,981
+516
| +7% | +$50.1K | 0.29% | 65 |
|
|
2023
Q3 | $659K | Buy |
7,465
+1,053
| +16% | +$92.9K | 0.29% | 62 |
|
|
2023
Q2 | $575K | Buy |
6,412
+1,500
| +31% | +$135K | 0.25% | 68 |
|
|
2023
Q1 | $474K | Buy |
4,912
+426
| +9% | +$41.1K | 0.23% | 75 |
|
|
2022
Q4 | $462K | Sell |
4,486
-1,084
| -19% | -$112K | 0.25% | 70 |
|
|
2022
Q3 | $518K | Sell |
5,570
-2
| -0% | -$186 | 0.27% | 68 |
|
|
2022
Q2 | $597K | Buy |
5,572
+42
| +0.8% | +$4.5K | 0.29% | 70 |
|
|
2022
Q1 | $618K | Sell |
5,530
-362
| -6% | -$40.5K | 0.25% | 77 |
|
|
2021
Q4 | $618K | Buy |
5,892
+58
| +1% | +$6.08K | 0.25% | 84 |
|
|
2021
Q3 | $569K | Sell |
5,834
-430
| -7% | -$41.9K | 0.26% | 72 |
|
|
2021
Q2 | $618K | Sell |
6,264
-2,009
| -24% | -$198K | 0.33% | 64 |
|
|
2021
Q1 | $798K | Buy |
8,273
+508
| +7% | +$49K | 0.47% | 51 |
|
|
2020
Q4 | $711K | Sell |
7,765
-4,926
| -39% | -$451K | 0.49% | 46 |
|
|
2020
Q3 | $1.12M | Buy |
12,691
+2,777
| +28% | +$246K | 0.86% | 26 |
|
|
2020
Q2 | $792K | Buy |
9,914
+2,969
| +43% | +$237K | 0.64% | 35 |
|
|
2020
Q1 | $561K | Buy |
6,945
+1,101
| +19% | +$88.9K | 0.52% | 43 |
|
|
2019
Q4 | $533K | Buy |
+5,844
| New | +$533K | 0.34% | 62 |
|