Roble Belko & Company’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 | $257K | Hold |
2,182
| – | – | 0.04% | 98 |
|
|
2025
Q1 | $266K | Hold |
2,182
| – | – | 0.04% | 95 |
|
|
2024
Q4 | $235K | Hold |
2,182
| – | – | 0.04% | 97 |
|
|
2024
Q3 | $252K | Hold |
2,182
| – | – | 0.04% | 94 |
|
|
2024
Q2 | $219K | Hold |
2,182
| – | – | 0.04% | 101 |
|
|
2024
Q1 | $211K | Hold |
2,182
| – | – | 0.04% | 98 |
|
|
2023
Q4 | $212K | Sell |
2,182
-2,182
| -50% | -$212K | 0.04% | 89 |
|
|
2023
Q3 | $385K | Hold |
4,364
| – | – | 0.08% | 66 |
|
|
2023
Q2 | $392K | Hold |
4,364
| – | – | 0.08% | 64 |
|
|
2023
Q1 | $421K | Hold |
4,364
| – | – | 0.09% | 65 |
|
|
2022
Q4 | $449K | Hold |
4,364
| – | – | 0.1% | 69 |
|
|
2022
Q3 | $406K | Hold |
4,364
| – | – | 0.1% | 68 |
|
|
2022
Q2 | $468K | Sell |
4,364
-55
| -1% | -$5.9K | 0.11% | 61 |
|
|
2022
Q1 | $493K | Hold |
4,419
| – | – | 0.09% | 63 |
|
|
2021
Q4 | $464K | Buy |
4,419
+55
| +1% | +$5.78K | 0.09% | 62 |
|
|
2021
Q3 | $426K | Hold |
4,364
| – | – | 0.09% | 57 |
|
|
2021
Q2 | $431K | Hold |
4,364
| – | – | 0.1% | 58 |
|
|
2021
Q1 | $421K | Hold |
4,364
| – | – | 0.1% | 56 |
|
|
2020
Q4 | $400K | Hold |
4,364
| – | – | 0.1% | 59 |
|
|
2020
Q3 | $386K | Hold |
4,364
| – | – | 0.11% | 56 |
|
|
2020
Q2 | $349K | Hold |
4,364
| – | – | 0.1% | 58 |
|
|
2020
Q1 | $353K | Hold |
4,364
| – | – | 0.11% | 60 |
|
|
2019
Q4 | $398K | Hold |
4,364
| – | – | 0.11% | 59 |
|
|
2019
Q3 | $418K | Hold |
4,364
| – | – | 0.12% | 53 |
|
|
2019
Q2 | $385K | Buy |
+4,364
| New | +$385K | 0.12% | 54 |
|