Successful Portfolios’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 | $2.32M | Sell |
19,701
-6
| -0% | -$708 | 1.43% | 17 |
|
|
2025
Q1 | $2.4M | Hold |
19,707
| – | – | 1.63% | 16 |
|
|
2024
Q4 | $2.12M | Hold |
19,707
| – | – | 1.42% | 16 |
|
|
2024
Q3 | $2.27M | Sell |
19,707
-76
| -0.4% | -$8.76K | 1.54% | 14 |
|
|
2024
Q2 | $1.98M | Sell |
19,783
-911
| -4% | -$91.3K | 1.39% | 16 |
|
|
2024
Q1 | $2M | Sell |
20,694
-478
| -2% | -$46.2K | 1.37% | 16 |
|
|
2023
Q4 | $2.05M | Buy |
21,172
+1,988
| +10% | +$193K | 1.54% | 13 |
|
|
2023
Q3 | $1.69M | Sell |
19,184
-200
| -1% | -$17.7K | 1.5% | 13 |
|
|
2023
Q2 | $1.74M | Sell |
19,384
-520
| -3% | -$46.7K | 1.5% | 12 |
|
|
2023
Q1 | $1.92M | Sell |
19,904
-175
| -0.9% | -$16.9K | 1.21% | 16 |
|
|
2022
Q4 | $2.07M | Buy |
20,079
+250
| +1% | +$25.7K | 1.35% | 14 |
|
|
2022
Q3 | $1.84M | Buy |
19,829
+30
| +0.2% | +$2.79K | 1.34% | 16 |
|
|
2022
Q2 | $2.12M | Sell |
19,799
-25
| -0.1% | -$2.68K | 1.43% | 11 |
|
|
2022
Q1 | $2.21M | Buy |
19,824
+47
| +0.2% | +$5.25K | 1.26% | 18 |
|
|
2021
Q4 | $2.08M | Sell |
19,777
-25
| -0.1% | -$2.62K | 1.13% | 20 |
|
|
2021
Q3 | $1.93M | Buy |
19,802
+620
| +3% | +$60.5K | 1.15% | 21 |
|
|
2021
Q2 | $1.89M | Hold |
19,182
| – | – | 1.15% | 21 |
|
|
2021
Q1 | $1.85M | Buy |
19,182
+705
| +4% | +$68.1K | 1.22% | 16 |
|
|
2020
Q4 | $1.69M | Hold |
18,477
| – | – | 1.21% | 19 |
|
|
2020
Q3 | $1.64M | Hold |
18,477
| – | – | 1.31% | 15 |
|
|
2020
Q2 | $1.48M | Buy |
18,477
+275
| +2% | +$22K | 1.3% | 12 |
|
|
2020
Q1 | $1.47M | Buy |
18,202
+228
| +1% | +$18.4K | 1.49% | 14 |
|
|
2019
Q4 | $1.64M | Buy |
17,974
+86
| +0.5% | +$7.84K | 1.46% | 13 |
|
|
2019
Q3 | $1.72M | Sell |
17,888
-103
| -0.6% | -$9.88K | 1.61% | 9 |
|
|
2019
Q2 | $1.59M | Sell |
17,991
-16
| -0.1% | -$1.41K | 1.7% | 7 |
|
|
2019
Q1 | $1.62M | Buy |
18,007
+3
| +0% | +$270 | 1.77% | 7 |
|
|
2018
Q4 | $1.55M | Sell |
18,004
-4
| -0% | -$345 | 1.99% | 5 |
|
|
2018
Q3 | $1.44M | Sell |
18,008
-39
| -0.2% | -$3.12K | 1.57% | 13 |
|
|
2018
Q2 | $1.43M | Sell |
18,047
-200
| -1% | -$15.8K | 1.67% | 9 |
|
|
2018
Q1 | $1.41M | Sell |
18,247
-271
| -1% | -$21K | 1.72% | 8 |
|
|
2017
Q4 | $1.56M | Buy |
+18,518
| New | +$1.56M | 1.94% | 8 |
|