Strategic 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 | $218K | Buy |
1,847
+121
| +7% | +$14.3K | 0.02% | 232 |
|
|
2025
Q1 | $211K | Buy |
+1,726
| New | +$211K | 0.02% | 234 |
|
|
2024
Q3 | – | Sell |
-3,591
| Closed | -$360K | – | 241 |
|
|
2024
Q2 | $360K | Buy |
3,591
+197
| +6% | +$19.7K | 0.04% | 197 |
|
|
2024
Q1 | $328K | Buy |
3,394
+284
| +9% | +$27.5K | 0.04% | 206 |
|
|
2023
Q4 | $302K | Sell |
3,110
-299
| -9% | -$29K | 0.04% | 203 |
|
|
2023
Q3 | $301K | Buy |
3,409
+105
| +3% | +$9.27K | 0.05% | 200 |
|
|
2023
Q2 | $297K | Buy |
3,304
+26
| +0.8% | +$2.33K | 0.04% | 167 |
|
|
2023
Q1 | $316K | Sell |
3,278
-1,026
| -24% | -$99K | 0.06% | 194 |
|
|
2022
Q4 | $443K | Buy |
4,304
+1,844
| +75% | +$190K | 0.09% | 162 |
|
|
2022
Q3 | $229K | Sell |
2,460
-163
| -6% | -$15.2K | 0.05% | 163 |
|
|
2022
Q2 | $281K | Buy |
+2,623
| New | +$281K | 0.06% | 178 |
|
|
2020
Q4 | – | Sell |
-3,533
| Closed | -$313K | – | 194 |
|
|
2020
Q3 | $313K | Sell |
3,533
-1,841
| -34% | -$163K | 0.11% | 132 |
|
|
2020
Q2 | $429K | Sell |
5,374
-203
| -4% | -$16.2K | 0.16% | 99 |
|
|
2020
Q1 | $451K | Sell |
5,577
-360
| -6% | -$29.1K | 0.21% | 85 |
|
|
2019
Q4 | $542K | Buy |
5,937
+179
| +3% | +$16.3K | 0.22% | 80 |
|
|
2019
Q3 | $552K | Buy |
5,758
+861
| +18% | +$82.5K | 0.26% | 68 |
|
|
2019
Q2 | $432K | Buy |
4,897
+523
| +12% | +$46.1K | 0.24% | 70 |
|
|
2019
Q1 | $394K | Buy |
4,374
+224
| +5% | +$20.2K | 0.27% | 72 |
|
|
2018
Q4 | $358K | Buy |
+4,150
| New | +$358K | 0.32% | 67 |
|