SBIA
Sheaff Brock Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.34M | Sell |
10,959
-337
| -3% | -$41.1K | 0.12% | 143 |
|
|
2024
Q4 | $1.22M | Sell |
11,296
-620
| -5% | -$66.8K | 0.11% | 147 |
|
|
2024
Q3 | $1.37M | Buy |
11,916
+43
| +0.4% | +$4.96K | 0.12% | 142 |
|
|
2024
Q2 | $1.19M | Sell |
11,873
-1,573
| -12% | -$158K | 0.11% | 152 |
|
|
2024
Q1 | $1.3M | Sell |
13,446
-360
| -3% | -$34.8K | 0.08% | 149 |
|
|
2023
Q4 | $1.34M | Buy |
13,806
+58
| +0.4% | +$5.63K | 0.1% | 137 |
|
|
2023
Q3 | $1.21M | Sell |
13,748
-539
| -4% | -$47.6K | 0.11% | 139 |
|
|
2023
Q2 | $1.28M | Buy |
14,287
+419
| +3% | +$37.6K | 0.11% | 138 |
|
|
2023
Q1 | $1.34M | Buy |
13,868
+37
| +0.3% | +$3.57K | 0.12% | 131 |
|
|
2022
Q4 | $1.42M | Sell |
13,831
-101
| -0.7% | -$10.4K | 0.14% | 119 |
|
|
2022
Q3 | $1.3M | Sell |
13,932
-256
| -2% | -$23.8K | 0.14% | 117 |
|
|
2022
Q2 | $1.52M | Buy |
14,188
+613
| +5% | +$65.7K | 0.13% | 104 |
|
|
2022
Q1 | $1.52M | Sell |
13,575
-1,943
| -13% | -$217K | 0.11% | 122 |
|
|
2021
Q4 | $1.63M | Buy |
15,518
+473
| +3% | +$49.6K | 0.11% | 131 |
|
|
2021
Q3 | $1.47M | Sell |
15,045
-1,856
| -11% | -$181K | 0.11% | 132 |
|
|
2021
Q2 | $1.67M | Buy |
16,901
+533
| +3% | +$52.6K | 0.12% | 109 |
|
|
2021
Q1 | $1.58M | Buy |
16,368
+2,684
| +20% | +$259K | 0.12% | 108 |
|
|
2020
Q4 | $1.25M | Sell |
13,684
-2,208
| -14% | -$202K | 0.1% | 125 |
|
|
2020
Q3 | $1.41M | Sell |
15,892
-568
| -3% | -$50.3K | 0.13% | 105 |
|
|
2020
Q2 | $1.32M | Buy |
16,460
+3,255
| +25% | +$260K | 0.13% | 99 |
|
|
2020
Q1 | $1.07M | Sell |
13,205
-1,097
| -8% | -$88.7K | 0.14% | 91 |
|
|
2019
Q4 | $1.31M | Sell |
14,302
-851
| -6% | -$77.7K | 0.13% | 107 |
|
|
2019
Q3 | $1.45M | Buy |
15,153
+133
| +0.9% | +$12.8K | 0.16% | 93 |
|
|
2019
Q2 | $1.33M | Buy |
15,020
+62
| +0.4% | +$5.47K | 0.14% | 100 |
|
|
2019
Q1 | $1.35M | Sell |
14,958
-1,436
| -9% | -$129K | 0.16% | 103 |
|
|
2018
Q4 | $1.42M | Buy |
16,394
+65
| +0.4% | +$5.61K | 0.22% | 86 |
|
|
2018
Q3 | $1.31M | Sell |
16,329
-1,520
| -9% | -$122K | 0.12% | 106 |
|
|
2018
Q2 | $1.41M | Sell |
17,849
-3,591
| -17% | -$284K | 0.14% | 105 |
|
|
2018
Q1 | $1.66M | Sell |
21,440
-3,098
| -13% | -$240K | 0.17% | 91 |
|
|
2017
Q4 | $2.06M | Sell |
24,538
-2,485
| -9% | -$209K | 0.27% | 79 |
|
|
2017
Q3 | $2.27M | Buy |
27,023
+559
| +2% | +$46.9K | 0.3% | 74 |
|
|
2017
Q2 | $2.21M | Sell |
26,464
-998
| -4% | -$83.4K | 0.29% | 73 |
|
|
2017
Q1 | $2.25M | Sell |
27,462
-8,237
| -23% | -$675K | 0.29% | 75 |
|
|
2016
Q4 | $2.77M | Sell |
35,699
-1,136
| -3% | -$88.2K | 0.35% | 67 |
|
|
2016
Q3 | $2.95M | Sell |
36,835
-70
| -0.2% | -$5.6K | 0.39% | 56 |
|
|
2016
Q2 | $3.17M | Sell |
36,905
-1,586
| -4% | -$136K | 0.4% | 56 |
|
|
2016
Q1 | $3.11M | Sell |
38,491
-2,094
| -5% | -$169K | 0.38% | 56 |
|
|
2015
Q4 | $2.9M | Buy |
+40,585
| New | +$2.9M | 0.33% | 65 |
|