Steph & Co’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 | $946K | Sell |
8,013
-82
| -1% | -$9.68K | 0.31% | 32 |
|
|
2025
Q1 | $987K | Sell |
8,095
-695
| -8% | -$84.8K | 0.36% | 32 |
|
|
2024
Q4 | $947K | Sell |
8,790
-252
| -3% | -$27.2K | 0.32% | 31 |
|
|
2024
Q3 | $1.04M | Buy |
9,042
+154
| +2% | +$17.8K | 0.33% | 31 |
|
|
2024
Q2 | $891K | Sell |
8,888
-570
| -6% | -$57.1K | 0.3% | 31 |
|
|
2024
Q1 | $915K | Buy |
9,458
+793
| +9% | +$76.7K | 0.31% | 31 |
|
|
2023
Q4 | $841K | Buy |
8,665
+183
| +2% | +$17.8K | 0.41% | 29 |
|
|
2023
Q3 | $749K | Buy |
8,482
+265
| +3% | +$23.4K | 0.42% | 34 |
|
|
2023
Q2 | $737K | Buy |
8,217
+428
| +5% | +$38.4K | 0.4% | 35 |
|
|
2023
Q1 | $751K | Buy |
7,789
+873
| +13% | +$84.2K | 0.47% | 32 |
|
|
2022
Q4 | $712K | Buy |
6,916
+1,367
| +25% | +$141K | 0.45% | 36 |
|
|
2022
Q3 | $516K | Buy |
5,549
+200
| +4% | +$18.6K | 0.36% | 40 |
|
|
2022
Q2 | $573K | Buy |
5,349
+990
| +23% | +$106K | 0.35% | 41 |
|
|
2022
Q1 | $487K | Buy |
4,359
+486
| +13% | +$54.3K | 0.29% | 45 |
|
|
2021
Q4 | $406K | Buy |
3,873
+117
| +3% | +$12.3K | 0.23% | 50 |
|
|
2021
Q3 | $367K | Buy |
3,756
+410
| +12% | +$40.1K | 0.23% | 51 |
|
|
2021
Q2 | $330K | Buy |
3,346
+199
| +6% | +$19.6K | 0.21% | 56 |
|
|
2021
Q1 | $304K | Sell |
3,147
-192
| -6% | -$18.5K | 0.21% | 51 |
|
|
2020
Q4 | $306K | Buy |
3,339
+608
| +22% | +$55.7K | 0.23% | 43 |
|
|
2020
Q3 | $242K | Buy |
2,731
+147
| +6% | +$13K | 0.23% | 44 |
|
|
2020
Q2 | $206K | Buy |
2,584
+255
| +11% | +$20.3K | 0.21% | 49 |
|
|
2020
Q1 | $188K | Sell |
2,329
-1,305
| -36% | -$105K | 0.21% | 52 |
|
|
2019
Q4 | $331K | Buy |
+3,634
| New | +$331K | 0.28% | 49 |
|