Soltis Investment 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 | $401K | Buy |
3,400
+117
| +4% | +$13.8K | 0.03% | 280 |
|
|
2025
Q1 | $400K | Sell |
3,283
-51
| -2% | -$6.22K | 0.04% | 265 |
|
|
2024
Q4 | $359K | Sell |
3,334
-337
| -9% | -$36.3K | 0.03% | 268 |
|
|
2024
Q3 | $423K | Sell |
3,671
-26
| -0.7% | -$3K | 0.04% | 239 |
|
|
2024
Q2 | $371K | Sell |
3,697
-63,927
| -95% | -$6.41M | 0.04% | 241 |
|
|
2024
Q1 | $6.54M | Buy |
67,624
+2,555
| +4% | +$247K | 0.73% | 34 |
|
|
2023
Q4 | $6.31M | Sell |
65,069
-3,610
| -5% | -$350K | 0.71% | 37 |
|
|
2023
Q3 | $6.06M | Buy |
68,679
+4,073
| +6% | +$359K | 0.78% | 30 |
|
|
2023
Q2 | $5.8M | Buy |
64,606
+9,537
| +17% | +$856K | 0.67% | 40 |
|
|
2023
Q1 | $5.31M | Buy |
55,069
+7,986
| +17% | +$770K | 0.68% | 36 |
|
|
2022
Q4 | $4.85M | Buy |
47,083
+8,041
| +21% | +$828K | 0.64% | 37 |
|
|
2022
Q3 | $3.63M | Buy |
39,042
+5,921
| +18% | +$551K | 0.55% | 45 |
|
|
2022
Q2 | $3.55M | Buy |
33,121
+6,628
| +25% | +$711K | 0.52% | 48 |
|
|
2022
Q1 | $2.96M | Buy |
26,493
+5,803
| +28% | +$648K | 0.41% | 55 |
|
|
2021
Q4 | $2.17M | Buy |
20,690
+1,695
| +9% | +$178K | 0.31% | 73 |
|
|
2021
Q3 | $1.85M | Buy |
18,995
+1,168
| +7% | +$114K | 0.29% | 73 |
|
|
2021
Q2 | $1.76M | Buy |
17,827
+2,512
| +16% | +$248K | 0.28% | 78 |
|
|
2021
Q1 | $1.48M | Buy |
15,315
+3,356
| +28% | +$324K | 0.27% | 75 |
|
|
2020
Q4 | $1.1M | Buy |
11,959
+2,600
| +28% | +$238K | 0.2% | 83 |
|
|
2020
Q3 | $829K | Buy |
9,359
+1,206
| +15% | +$107K | 0.19% | 90 |
|
|
2020
Q2 | $651K | Buy |
8,153
+2,903
| +55% | +$232K | 0.17% | 92 |
|
|
2020
Q1 | $425K | Buy |
5,250
+785
| +18% | +$63.5K | 0.13% | 87 |
|
|
2019
Q4 | $407K | Buy |
+4,465
| New | +$407K | 0.08% | 101 |
|