Stratos Wealth Partners’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 | $5.57M | Buy |
47,191
+3,373
| +8% | +$398K | 0.08% | 263 |
|
|
2025
Q1 | $5.34M | Sell |
43,818
-2,820
| -6% | -$344K | 0.08% | 250 |
|
|
2024
Q4 | $5.02M | Sell |
46,638
-1,488
| -3% | -$160K | 0.07% | 272 |
|
|
2024
Q3 | $5.55M | Buy |
48,126
+1,642
| +4% | +$189K | 0.08% | 247 |
|
|
2024
Q2 | $4.66M | Sell |
46,484
-3,249
| -7% | -$326K | 0.07% | 256 |
|
|
2024
Q1 | $4.81M | Buy |
49,733
+218
| +0.4% | +$21.1K | 0.08% | 250 |
|
|
2023
Q4 | $4.8M | Buy |
49,515
+337
| +0.7% | +$32.7K | 0.09% | 231 |
|
|
2023
Q3 | $4.34M | Buy |
49,178
+2,996
| +6% | +$264K | 0.09% | 220 |
|
|
2023
Q2 | $4.14M | Buy |
46,182
+4,270
| +10% | +$383K | 0.09% | 223 |
|
|
2023
Q1 | $4.04M | Sell |
41,912
-1,229
| -3% | -$119K | 0.11% | 193 |
|
|
2022
Q4 | $4.44M | Sell |
43,141
-564
| -1% | -$58.1K | 0.11% | 191 |
|
|
2022
Q3 | $4.07M | Buy |
43,705
+5,589
| +15% | +$520K | 0.11% | 185 |
|
|
2022
Q2 | $4.09M | Buy |
38,116
+1,250
| +3% | +$134K | 0.1% | 194 |
|
|
2022
Q1 | $4.12M | Buy |
36,866
+2,767
| +8% | +$309K | 0.09% | 213 |
|
|
2021
Q4 | $3.58M | Buy |
34,099
+989
| +3% | +$104K | 0.08% | 239 |
|
|
2021
Q3 | $3.23M | Sell |
33,110
-176
| -0.5% | -$17.2K | 0.08% | 241 |
|
|
2021
Q2 | $3.29M | Sell |
33,286
-945
| -3% | -$93.3K | 0.08% | 242 |
|
|
2021
Q1 | $3.3M | Sell |
34,231
-227
| -0.7% | -$21.9K | 0.09% | 217 |
|
|
2020
Q4 | $3.16M | Sell |
34,458
-21,777
| -39% | -$1.99M | 0.09% | 213 |
|
|
2020
Q3 | $4.98M | Sell |
56,235
-8,448
| -13% | -$748K | 0.16% | 146 |
|
|
2020
Q2 | $5.17M | Buy |
64,683
+3,285
| +5% | +$262K | 0.18% | 130 |
|
|
2020
Q1 | $4.97M | Buy |
61,398
+6,378
| +12% | +$516K | 0.23% | 99 |
|
|
2019
Q4 | $5.02M | Buy |
55,020
+2,308
| +4% | +$210K | 0.2% | 116 |
|
|
2019
Q3 | $5.05M | Sell |
52,712
-1,303
| -2% | -$125K | 0.22% | 99 |
|
|
2019
Q2 | $4.77M | Buy |
54,015
+802
| +2% | +$70.8K | 0.21% | 101 |
|
|
2019
Q1 | $4.79M | Buy |
53,213
+1,536
| +3% | +$138K | 0.22% | 98 |
|
|
2018
Q4 | $4.46M | Sell |
51,677
-2,212
| -4% | -$191K | 0.23% | 93 |
|
|
2018
Q3 | $4.31M | Buy |
53,889
+6,237
| +13% | +$499K | 0.19% | 107 |
|
|
2018
Q2 | $3.77M | Sell |
47,652
-1,884
| -4% | -$149K | 0.17% | 126 |
|
|
2018
Q1 | $3.84M | Buy |
49,536
+3,277
| +7% | +$254K | 0.16% | 132 |
|
|
2017
Q4 | $3.89M | Sell |
46,259
-888
| -2% | -$74.7K | 0.17% | 122 |
|
|
2017
Q3 | $3.96M | Buy |
47,147
+1,983
| +4% | +$166K | 0.19% | 120 |
|
|
2017
Q2 | $3.78M | Buy |
45,164
+1,708
| +4% | +$143K | 0.19% | 116 |
|
|
2017
Q1 | $3.56M | Sell |
43,456
-296
| -0.7% | -$24.3K | 0.2% | 114 |
|
|
2016
Q4 | $3.4M | Buy |
43,752
+4,758
| +12% | +$369K | 0.21% | 106 |
|
|
2016
Q3 | $3.12M | Buy |
38,994
+18,209
| +88% | +$1.46M | 0.21% | 94 |
|
|
2016
Q2 | $1.78M | Buy |
20,785
+894
| +4% | +$76.7K | 0.13% | 154 |
|
|
2016
Q1 | $1.61M | Buy |
19,891
+682
| +4% | +$55K | 0.14% | 136 |
|
|
2015
Q4 | $1.37M | Sell |
19,209
-585
| -3% | -$41.8K | 0.11% | 143 |
|
|
2015
Q3 | $1.42M | Sell |
19,794
-1,354
| -6% | -$97.4K | 0.18% | 107 |
|
|
2015
Q2 | $1.49M | Sell |
21,148
-7,515
| -26% | -$531K | 0.19% | 111 |
|
|
2015
Q1 | $2.2M | Buy |
28,663
+1,161
| +4% | +$89.2K | 0.26% | 80 |
|
|
2014
Q4 | $2.3M | Sell |
27,502
-2,620
| -9% | -$219K | 0.41% | 60 |
|
|
2014
Q3 | $2.25M | Buy |
30,122
+1,446
| +5% | +$108K | 0.53% | 45 |
|
|
2014
Q2 | $2.13M | Buy |
+28,676
| New | +$2.13M | 0.71% | 38 |
|