Texas Yale Capital Corp’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 | $3.33M | Sell |
28,229
-130
| -0.5% | -$15.3K | 0.11% | 130 |
|
|
2025
Q1 | $3.46M | Sell |
28,359
-94
| -0.3% | -$11.5K | 0.14% | 121 |
|
|
2024
Q4 | $3.07M | Buy |
28,453
+245
| +0.9% | +$26.4K | 0.12% | 134 |
|
|
2024
Q3 | $3.25M | Buy |
28,208
+401
| +1% | +$46.2K | 0.14% | 128 |
|
|
2024
Q2 | $2.79M | Buy |
27,807
+50
| +0.2% | +$5.01K | 0.13% | 135 |
|
|
2024
Q1 | $2.68M | Hold |
27,757
| – | – | 0.12% | 138 |
|
|
2023
Q4 | $2.69M | Buy |
27,757
+8,026
| +41% | +$779K | 0.13% | 133 |
|
|
2023
Q3 | $1.74M | Sell |
19,731
-104
| -0.5% | -$9.18K | 0.08% | 172 |
|
|
2023
Q2 | $1.78M | Buy |
19,835
+1,165
| +6% | +$105K | 0.08% | 180 |
|
|
2023
Q1 | $1.8M | Sell |
18,670
-647
| -3% | -$62.4K | 0.09% | 177 |
|
|
2022
Q4 | $1.99M | Buy |
19,317
+4,717
| +32% | +$486K | 0.11% | 160 |
|
|
2022
Q3 | $1.36M | Buy |
14,600
+251
| +2% | +$23.3K | 0.09% | 194 |
|
|
2022
Q2 | $1.54M | Buy |
14,349
+821
| +6% | +$88K | 0.1% | 180 |
|
|
2022
Q1 | $1.51M | Buy |
13,528
+582
| +4% | +$65K | 0.08% | 199 |
|
|
2021
Q4 | $1.36M | Buy |
12,946
+1,226
| +10% | +$129K | 0.07% | 211 |
|
|
2021
Q3 | $1.14M | Buy |
11,720
+521
| +5% | +$50.9K | 0.06% | 224 |
|
|
2021
Q2 | $1.11M | Buy |
11,199
+374
| +3% | +$36.9K | 0.06% | 228 |
|
|
2021
Q1 | $1.05M | Sell |
10,825
-2,209
| -17% | -$213K | 0.07% | 227 |
|
|
2020
Q4 | $1.19M | Buy |
13,034
+577
| +5% | +$52.8K | 0.08% | 208 |
|
|
2020
Q3 | $1.1M | Buy |
12,457
+963
| +8% | +$85.3K | 0.08% | 207 |
|
|
2020
Q2 | $918K | Buy |
11,494
+500
| +5% | +$39.9K | 0.07% | 217 |
|
|
2020
Q1 | $889K | Sell |
10,994
-584
| -5% | -$47.2K | 0.09% | 206 |
|
|
2019
Q4 | $1.06M | Buy |
11,578
+175
| +2% | +$16K | 0.07% | 234 |
|
|
2019
Q3 | $1.09M | Sell |
11,403
-637
| -5% | -$61.1K | 0.08% | 227 |
|
|
2019
Q2 | $1.06M | Sell |
12,040
-13,566
| -53% | -$1.2M | 0.08% | 229 |
|
|
2019
Q1 | $2.3M | Buy |
25,606
+12,803
| +100% | +$1.15M | 0.09% | 212 |
|
|
2018
Q4 | $1.11M | Sell |
12,803
-1,000
| -7% | -$86.3K | 0.1% | 198 |
|
|
2018
Q3 | $1.11M | Hold |
13,803
| – | – | 0.09% | 217 |
|
|
2018
Q2 | $1.09M | Sell |
13,803
-6,256
| -31% | -$495K | 0.09% | 204 |
|
|
2018
Q1 | $1.55M | Sell |
20,059
-2,800
| -12% | -$217K | 0.13% | 149 |
|
|
2017
Q4 | $1.92M | Buy |
22,859
+12
| +0.1% | +$1.01K | 0.17% | 120 |
|
|
2017
Q3 | $1.92M | Sell |
22,847
-835
| -4% | -$70.1K | 0.17% | 115 |
|
|
2017
Q2 | $1.98M | Sell |
23,682
-594
| -2% | -$49.7K | 0.17% | 106 |
|
|
2017
Q1 | $1.99M | Sell |
24,276
-11,647
| -32% | -$955K | 0.18% | 104 |
|
|
2016
Q4 | $2.79M | Sell |
35,923
-13,429
| -27% | -$1.04M | 0.26% | 66 |
|
|
2016
Q3 | $3.95M | Sell |
49,352
-2,384
| -5% | -$191K | 0.38% | 47 |
|
|
2016
Q2 | $4.44M | Buy |
51,736
+860
| +2% | +$73.8K | 0.44% | 44 |
|
|
2016
Q1 | $4.11M | Sell |
50,876
-1,350
| -3% | -$109K | 0.42% | 49 |
|
|
2015
Q4 | $3.73M | Buy |
52,226
+35
| +0.1% | +$2.5K | 0.36% | 55 |
|
|
2015
Q3 | $3.76M | Hold |
52,191
| – | – | 0.35% | 56 |
|
|
2015
Q2 | $3.69M | Sell |
52,191
-125
| -0.2% | -$8.83K | 0.31% | 64 |
|
|
2015
Q1 | $4.02M | Sell |
52,316
-6,658
| -11% | -$511K | 0.32% | 58 |
|
|
2014
Q4 | $4.93M | Buy |
58,974
+2,075
| +4% | +$173K | 0.43% | 44 |
|
|
2014
Q3 | $4.25M | Buy |
56,899
+723
| +1% | +$54.1K | 0.4% | 46 |
|
|
2014
Q2 | $4.17M | Buy |
56,176
+1,355
| +2% | +$101K | 0.52% | 43 |
|
|
2014
Q1 | $3.9M | Buy |
54,821
+2,783
| +5% | +$198K | 0.54% | 43 |
|
|
2013
Q4 | $3.59M | Buy |
52,038
+750
| +1% | +$51.8K | 0.55% | 44 |
|
|
2013
Q3 | $3.43M | Buy |
51,288
+730
| +1% | +$48.7K | 0.58% | 44 |
|
|
2013
Q2 | $3.41M | Buy |
+50,558
| New | +$3.41M | 0.6% | 43 |
|