Rehmann Capital Advisory 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 | $930K | Sell |
7,879
-391
| -5% | -$46.1K | 0.06% | 225 |
|
|
2025
Q1 | $1.01M | Buy |
8,270
+929
| +13% | +$113K | 0.06% | 218 |
|
|
2024
Q4 | $791K | Sell |
7,341
-9
| -0.1% | -$970 | 0.05% | 250 |
|
|
2024
Q3 | $845K | Buy |
7,350
+23
| +0.3% | +$2.65K | 0.06% | 235 |
|
|
2024
Q2 | $734K | Sell |
7,327
-44
| -0.6% | -$4.41K | 0.05% | 252 |
|
|
2024
Q1 | $713K | Sell |
7,371
-244
| -3% | -$23.6K | 0.05% | 252 |
|
|
2023
Q4 | $739K | Sell |
7,615
-327
| -4% | -$31.7K | 0.06% | 237 |
|
|
2023
Q3 | $701K | Sell |
7,942
-17
| -0.2% | -$1.5K | 0.07% | 231 |
|
|
2023
Q2 | $714K | Buy |
7,959
+230
| +3% | +$20.6K | 0.06% | 248 |
|
|
2023
Q1 | $746K | Buy |
7,729
+114
| +1% | +$11K | 0.07% | 238 |
|
|
2022
Q4 | $784K | Sell |
7,615
-415
| -5% | -$42.7K | 0.08% | 213 |
|
|
2022
Q3 | $747K | Buy |
8,030
+79
| +1% | +$7.35K | 0.08% | 213 |
|
|
2022
Q2 | $852K | Sell |
7,951
-503
| -6% | -$53.9K | 0.09% | 186 |
|
|
2022
Q1 | $944K | Sell |
8,454
-187
| -2% | -$20.9K | 0.09% | 197 |
|
|
2021
Q4 | $906K | Sell |
8,641
-291
| -3% | -$30.5K | 0.08% | 210 |
|
|
2021
Q3 | $871K | Sell |
8,932
-143
| -2% | -$13.9K | 0.08% | 211 |
|
|
2021
Q2 | $896K | Sell |
9,075
-59
| -0.6% | -$5.83K | 0.09% | 204 |
|
|
2021
Q1 | $882K | Buy |
9,134
+257
| +3% | +$24.8K | 0.09% | 185 |
|
|
2020
Q4 | $811K | Sell |
8,877
-699
| -7% | -$63.8K | 0.09% | 187 |
|
|
2020
Q3 | $848K | Sell |
9,576
-180
| -2% | -$15.9K | 0.11% | 164 |
|
|
2020
Q2 | $779K | Buy |
9,756
+158
| +2% | +$12.6K | 0.11% | 167 |
|
|
2020
Q1 | $776K | Buy |
+9,598
| New | +$776K | 0.13% | 136 |
|
|
2019
Q3 | $1.88M | Buy |
19,646
+1,051
| +6% | +$101K | 0.23% | 50 |
|
|
2019
Q2 | $1.64M | Sell |
18,595
-396
| -2% | -$34.9K | 0.2% | 85 |
|
|
2019
Q1 | $1.71M | Buy |
18,991
+373
| +2% | +$33.6K | 0.23% | 69 |
|
|
2018
Q4 | $1.61M | Buy |
18,618
+818
| +5% | +$70.6K | 0.24% | 48 |
|
|
2018
Q3 | $1.42M | Buy |
17,800
+1,487
| +9% | +$119K | 0.2% | 90 |
|
|
2018
Q2 | $1.29M | Buy |
16,313
+523
| +3% | +$41.4K | 0.19% | 97 |
|
|
2018
Q1 | $1.22M | Buy |
15,790
+426
| +3% | +$33K | 0.19% | 100 |
|
|
2017
Q4 | $1.29M | Sell |
15,364
-147
| -0.9% | -$12.4K | 0.22% | 93 |
|
|
2017
Q3 | $1.3M | Sell |
15,511
-395
| -2% | -$33.2K | 0.23% | 92 |
|
|
2017
Q2 | $1.33M | Sell |
15,906
-6,800
| -30% | -$569K | 0.25% | 87 |
|
|
2017
Q1 | $1.86M | Buy |
22,706
+1,264
| +6% | +$104K | 0.31% | 66 |
|
|
2016
Q4 | $1.66M | Buy |
21,442
+608
| +3% | +$47.2K | 0.3% | 68 |
|
|
2016
Q3 | $1.67M | Buy |
20,834
+831
| +4% | +$66.5K | 0.32% | 63 |
|
|
2016
Q2 | $1.72M | Buy |
20,003
+2,905
| +17% | +$249K | 0.32% | 64 |
|
|
2016
Q1 | $1.38M | Buy |
17,098
+6,059
| +55% | +$489K | 0.27% | 81 |
|
|
2015
Q4 | $788K | Buy |
11,039
+2,146
| +24% | +$153K | 0.17% | 111 |
|
|
2015
Q3 | $640K | Sell |
8,893
-280
| -3% | -$20.2K | 0.14% | 122 |
|
|
2015
Q2 | $648K | Buy |
9,173
+293
| +3% | +$20.7K | 0.15% | 127 |
|
|
2015
Q1 | $682K | Sell |
8,880
-328
| -4% | -$25.2K | 0.15% | 124 |
|
|
2014
Q4 | $769K | Buy |
9,208
+33
| +0.4% | +$2.76K | 0.18% | 107 |
|
|
2014
Q3 | $686K | Sell |
9,175
-113
| -1% | -$8.45K | 0.16% | 115 |
|
|
2014
Q2 | $689K | Buy |
9,288
+23
| +0.2% | +$1.71K | 0.16% | 113 |
|
|
2014
Q1 | $660K | Buy |
9,265
+201
| +2% | +$14.3K | 0.18% | 105 |
|
|
2013
Q4 | $625K | Buy |
9,064
+28
| +0.3% | +$1.93K | 0.19% | 106 |
|
|
2013
Q3 | $603K | Buy |
9,036
+1,012
| +13% | +$67.5K | 0.2% | 99 |
|
|
2013
Q2 | $542K | Buy |
+8,024
| New | +$542K | 0.19% | 98 |
|