Stephens Consulting’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 | $214K | Buy |
1,815
+28
| +2% | +$3.3K | 0.05% | 94 |
|
|
2025
Q1 | $218K | Sell |
1,787
-52
| -3% | -$6.34K | 0.05% | 84 |
|
|
2024
Q4 | $198K | Hold |
1,839
| – | – | 0.05% | 93 |
|
|
2024
Q3 | $212K | Sell |
1,839
-28
| -1% | -$3.23K | 0.05% | 84 |
|
|
2024
Q2 | $187K | Buy |
1,867
+80
| +4% | +$8.02K | 0.05% | 85 |
|
|
2024
Q1 | $173K | Hold |
1,787
| – | – | 0.05% | 88 |
|
|
2023
Q4 | $173K | Hold |
1,787
| – | – | 0.06% | 84 |
|
|
2023
Q3 | $158K | Hold |
1,787
| – | – | 0.06% | 86 |
|
|
2023
Q2 | $160K | Hold |
1,787
| – | – | 0.06% | 84 |
|
|
2023
Q1 | $172K | Hold |
1,787
| – | – | 0.1% | 84 |
|
|
2022
Q4 | $184K | Hold |
1,787
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $166K | Hold |
1,787
| – | – | 0.15% | 77 |
|
|
2022
Q2 | $192K | Sell |
1,787
-100
| -5% | -$10.7K | 0.16% | 68 |
|
|
2022
Q1 | $211K | Hold |
1,887
| – | – | 0.17% | 76 |
|
|
2021
Q4 | $198K | Buy |
+1,887
| New | +$198K | 0.16% | 92 |
|