Steward Partners Investment Advisory’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 | $19.9M | Sell |
168,806
-751
| -0.4% | -$88.6K | 0.16% | 128 |
|
|
2025
Q1 | $20.7M | Buy |
169,557
+53,209
| +46% | +$6.49M | 0.18% | 110 |
|
|
2024
Q4 | $12.5M | Buy |
116,348
+29,281
| +34% | +$3.15M | 0.11% | 180 |
|
|
2024
Q3 | $10M | Buy |
87,067
+25,163
| +41% | +$2.9M | 0.09% | 215 |
|
|
2024
Q2 | $6.2M | Buy |
61,904
+2,697
| +5% | +$270K | 0.07% | 290 |
|
|
2024
Q1 | $5.73M | Buy |
59,207
+6,669
| +13% | +$645K | 0.06% | 303 |
|
|
2023
Q4 | $5.1M | Sell |
52,538
-1,729
| -3% | -$168K | 0.07% | 286 |
|
|
2023
Q3 | $4.79M | Sell |
54,267
-2,236
| -4% | -$197K | 0.07% | 263 |
|
|
2023
Q2 | $5.07M | Sell |
56,503
-246
| -0.4% | -$22.1K | 0.08% | 261 |
|
|
2023
Q1 | $5.47M | Buy |
56,749
+1,745
| +3% | +$168K | 0.09% | 235 |
|
|
2022
Q4 | $5.66M | Buy |
55,004
+2,674
| +5% | +$275K | 0.1% | 226 |
|
|
2022
Q3 | $4.87M | Sell |
52,330
-58
| -0.1% | -$5.4K | 0.09% | 238 |
|
|
2022
Q2 | $5.62M | Sell |
52,388
-3
| -0% | -$322 | 0.1% | 216 |
|
|
2022
Q1 | $5.85M | Buy |
52,391
+349
| +0.7% | +$39K | 0.09% | 228 |
|
|
2021
Q4 | $5.46M | Sell |
52,042
-2,868
| -5% | -$301K | 0.08% | 251 |
|
|
2021
Q3 | $5.36M | Buy |
54,910
+619
| +1% | +$60.4K | 0.09% | 243 |
|
|
2021
Q2 | $5.36M | Sell |
54,291
-11,657
| -18% | -$1.15M | 0.09% | 233 |
|
|
2021
Q1 | $6.37M | Buy |
65,948
+15,372
| +30% | +$1.48M | 0.11% | 193 |
|
|
2020
Q4 | $4.63M | Buy |
50,576
+3,009
| +6% | +$276K | 0.1% | 207 |
|
|
2020
Q3 | $4.21M | Buy |
47,567
+2,408
| +5% | +$213K | 0.11% | 204 |
|
|
2020
Q2 | $3.61M | Buy |
45,159
+6,269
| +16% | +$501K | 0.1% | 211 |
|
|
2020
Q1 | $3.15M | Buy |
38,890
+1,336
| +4% | +$108K | 0.12% | 192 |
|
|
2019
Q4 | $3.43M | Buy |
37,554
+656
| +2% | +$59.8K | 0.1% | 208 |
|
|
2019
Q3 | $3.54M | Buy |
36,898
+878
| +2% | +$84.2K | 0.12% | 189 |
|
|
2019
Q2 | $3.18M | Buy |
36,020
+19
| +0.1% | +$1.68K | 0.12% | 187 |
|
|
2019
Q1 | $3.24M | Sell |
36,001
-1,428
| -4% | -$129K | 0.14% | 157 |
|
|
2018
Q4 | $3.23M | Buy |
37,429
+4,582
| +14% | +$395K | 0.16% | 150 |
|
|
2018
Q3 | $2.63M | Buy |
32,847
+6,442
| +24% | +$515K | 0.13% | 184 |
|
|
2018
Q2 | $2.09M | Buy |
26,405
+6,487
| +33% | +$513K | 0.12% | 185 |
|
|
2018
Q1 | $1.54M | Buy |
19,918
+876
| +5% | +$67.9K | 0.11% | 206 |
|
|
2017
Q4 | $1.6M | Sell |
19,042
-62
| -0.3% | -$5.21K | 0.12% | 184 |
|
|
2017
Q3 | $1.6M | Buy |
19,104
+1,846
| +11% | +$155K | 0.16% | 133 |
|
|
2017
Q2 | $1.44M | Buy |
17,258
+1,452
| +9% | +$121K | 0.16% | 139 |
|
|
2017
Q1 | $1.3M | Buy |
15,806
+5,998
| +61% | +$492K | 0.2% | 108 |
|
|
2016
Q4 | $761K | Buy |
+9,808
| New | +$761K | 0.35% | 63 |
|