TFC Financial Management’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 | $41.6K | Hold |
353
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $43K | Hold |
353
| – | – | 0.01% | 269 |
|
|
2024
Q4 | $38K | Hold |
353
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $40.7K | Hold |
353
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $35.4K | Hold |
353
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $34.1K | Buy |
353
+4
| +1% | +$387 | 0.01% | 263 |
|
|
2023
Q4 | $33.9K | Buy |
349
+26
| +8% | +$2.52K | 0.01% | 253 |
|
|
2023
Q3 | $28.5K | Sell |
323
-33
| -9% | -$2.91K | 0.01% | 257 |
|
|
2023
Q2 | $31.9K | Sell |
356
-246
| -41% | -$22.1K | 0.01% | 250 |
|
|
2023
Q1 | $58.1K | Buy |
602
+25
| +4% | +$2.41K | 0.02% | 218 |
|
|
2022
Q4 | $59.5K | Sell |
577
-19
| -3% | -$1.96K | 0.02% | 192 |
|
|
2022
Q3 | $55K | Hold |
596
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $64K | Sell |
596
-18
| -3% | -$1.93K | 0.02% | 185 |
|
|
2022
Q1 | $69K | Sell |
614
-90
| -13% | -$10.1K | 0.02% | 184 |
|
|
2021
Q4 | $74K | Sell |
704
-108
| -13% | -$11.4K | 0.02% | 189 |
|
|
2021
Q3 | $79K | Buy |
812
+108
| +15% | +$10.5K | 0.03% | 181 |
|
|
2021
Q2 | $69K | Buy |
704
+37
| +6% | +$3.63K | 0.02% | 173 |
|
|
2021
Q1 | $64K | Hold |
667
| – | – | 0.03% | 174 |
|
|
2020
Q4 | $61K | Hold |
667
| – | – | 0.03% | 175 |
|
|
2020
Q3 | $59K | Buy |
+667
| New | +$59K | 0.03% | 166 |
|