Simplex Trading’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 | – | Hold |
0
| – | – | – | 2829 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2752 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2821 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2689 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2789 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2755 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2817 |
|
|
2023
Q3 | – | Sell |
-28,917
| Closed | -$2.6M | – | 2707 |
|
|
2023
Q2 | $2.6M | Buy |
+28,917
| New | +$2.6M | ﹤0.01% | 180 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2748 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2898 |
|
|
2022
Q3 | – | Sell |
-27,808
| Closed | -$2.98M | – | 3073 |
|
|
2022
Q2 | $2.98M | Buy |
+27,808
| New | +$2.98M | ﹤0.01% | 161 |
|
|
2022
Q1 | – | Sell |
-16,920
| Closed | -$1.77M | – | 3206 |
|
|
2021
Q4 | $1.77M | Buy |
16,920
+14,492
| +597% | +$1.52M | ﹤0.01% | 350 |
|
|
2021
Q3 | $241K | Buy |
2,428
+38
| +2% | +$3.77K | ﹤0.01% | 1227 |
|
|
2021
Q2 | $235K | Buy |
+2,390
| New | +$235K | ﹤0.01% | 1250 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2785 |
|
|
2020
Q4 | – | Sell |
-50,929
| Closed | -$4.51M | – | 2577 |
|
|
2020
Q3 | $4.51M | Buy |
+50,929
| New | +$4.51M | 0.01% | 77 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2267 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2312 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2177 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2130 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2053 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2078 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2131 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2263 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2277 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2197 |
|
|
2017
Q4 | – | Sell |
-9,300
| Closed | -$780K | – | 2124 |
|
|
2017
Q3 | $780K | Buy |
+9,300
| New | +$780K | 0.03% | 278 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2090 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2068 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1968 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1891 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1958 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1910 |
|
|
2015
Q4 | – | Sell |
-2,328
| Closed | -$167K | – | 1962 |
|
|
2015
Q3 | $167K | Sell |
2,328
-19,356
| -89% | -$1.39M | 0.01% | 524 |
|
|
2015
Q2 | $1.53M | Buy |
21,684
+16,344
| +306% | +$1.15M | 0.13% | 90 |
|
|
2015
Q1 | $410K | Buy |
+5,340
| New | +$410K | 0.05% | 232 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1530 |
|