Tower Bridge 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 | $1.85M | Buy |
15,703
+3,175
| +25% | +$375K | 0.2% | 89 |
|
|
2025
Q1 | $1.53M | Buy |
12,528
+400
| +3% | +$48.8K | 0.17% | 95 |
|
|
2024
Q4 | $1.31M | Buy |
12,128
+3,425
| +39% | +$369K | 0.14% | 103 |
|
|
2024
Q3 | $1M | Buy |
8,703
+750
| +9% | +$86.5K | 0.1% | 114 |
|
|
2024
Q2 | $797K | Sell |
7,953
-5,334
| -40% | -$535K | 0.09% | 121 |
|
|
2024
Q1 | $1.28M | Sell |
13,287
-3,043
| -19% | -$294K | 0.13% | 115 |
|
|
2023
Q4 | $1.58M | Sell |
16,330
-150
| -0.9% | -$14.6K | 0.14% | 114 |
|
|
2023
Q3 | $1.45M | Buy |
16,480
+318
| +2% | +$28.1K | 0.13% | 113 |
|
|
2023
Q2 | $1.45M | Sell |
16,162
-1,982
| -11% | -$178K | 0.13% | 109 |
|
|
2023
Q1 | $1.75M | Sell |
18,144
-270
| -1% | -$26K | 0.14% | 120 |
|
|
2022
Q4 | $1.9M | Hold |
18,414
| – | – | 0.16% | 115 |
|
|
2022
Q3 | $1.71M | Sell |
18,414
-594
| -3% | -$55.3K | 0.15% | 114 |
|
|
2022
Q2 | $2.04M | Sell |
19,008
-950
| -5% | -$102K | 0.17% | 109 |
|
|
2022
Q1 | $2.23M | Buy |
19,958
+1,594
| +9% | +$178K | 0.15% | 114 |
|
|
2021
Q4 | $1.93M | Sell |
18,364
-1,566
| -8% | -$164K | 0.12% | 128 |
|
|
2021
Q3 | $1.94M | Buy |
19,930
+5,754
| +41% | +$562K | 0.13% | 124 |
|
|
2021
Q2 | $1.4M | Sell |
14,176
-756
| -5% | -$74.6K | 0.09% | 137 |
|
|
2021
Q1 | $1.44M | Buy |
14,932
+1,175
| +9% | +$113K | 0.11% | 128 |
|
|
2020
Q4 | $1.26M | Buy |
13,757
+9,009
| +190% | +$825K | 0.1% | 128 |
|
|
2020
Q3 | $420K | Buy |
4,748
+400
| +9% | +$35.4K | 0.04% | 142 |
|
|
2020
Q2 | $347K | Sell |
4,348
-400
| -8% | -$32K | 0.04% | 148 |
|
|
2020
Q1 | $384K | Buy |
4,748
+176
| +4% | +$14.2K | 0.05% | 141 |
|
|
2019
Q4 | $417K | Buy |
4,572
+750
| +20% | +$68.4K | 0.04% | 149 |
|
|
2019
Q3 | $344K | Sell |
3,822
-150
| -4% | -$13.5K | 0.04% | 161 |
|
|
2019
Q2 | $350K | Sell |
3,972
-100
| -2% | -$8.82K | 0.04% | 165 |
|
|
2019
Q1 | $366K | Hold |
4,072
| – | – | 0.04% | 153 |
|
|
2018
Q4 | $351K | Hold |
4,072
| – | – | 0.05% | 154 |
|
|
2018
Q3 | $326K | Sell |
4,072
-433
| -10% | -$34.6K | 0.03% | 164 |
|
|
2018
Q2 | $356K | Hold |
4,505
| – | – | 0.04% | 159 |
|
|
2018
Q1 | $349K | Sell |
4,505
-1,269
| -22% | -$98.3K | 0.04% | 158 |
|
|
2017
Q4 | $486K | Buy |
5,774
+350
| +6% | +$29.4K | 0.05% | 149 |
|
|
2017
Q3 | $455K | Hold |
5,424
| – | – | 0.05% | 147 |
|
|
2017
Q2 | $453K | Sell |
5,424
-83
| -2% | -$6.94K | 0.05% | 155 |
|
|
2017
Q1 | $452K | Hold |
5,507
| – | – | 0.05% | 151 |
|
|
2016
Q4 | $427K | Hold |
5,507
| – | – | 0.05% | 155 |
|
|
2016
Q3 | $441K | Hold |
5,507
| – | – | 0.05% | 153 |
|
|
2016
Q2 | $472K | Hold |
5,507
| – | – | 0.06% | 149 |
|
|
2016
Q1 | $444K | Sell |
5,507
-98
| -2% | -$7.91K | 0.06% | 153 |
|
|
2015
Q4 | $400K | Hold |
5,605
| – | – | 0.05% | 152 |
|
|
2015
Q3 | $403K | Hold |
5,605
| – | – | 0.06% | 150 |
|
|
2015
Q2 | $396K | Sell |
5,605
-1,666
| -23% | -$118K | 0.05% | 148 |
|
|
2015
Q1 | $558K | Hold |
7,271
| – | – | 0.07% | 137 |
|
|
2014
Q4 | $607K | Sell |
7,271
-133
| -2% | -$11.1K | 0.07% | 130 |
|
|
2014
Q3 | $554K | Hold |
7,404
| – | – | 0.07% | 132 |
|
|
2014
Q2 | $549K | Hold |
7,404
| – | – | 0.07% | 133 |
|
|
2014
Q1 | $527K | Sell |
7,404
-2,062
| -22% | -$147K | 0.07% | 130 |
|
|
2013
Q4 | $653K | Sell |
9,466
-366
| -4% | -$25.3K | 0.09% | 122 |
|
|
2013
Q3 | $657K | Buy |
9,832
+118
| +1% | +$7.88K | 0.09% | 118 |
|
|
2013
Q2 | $656K | Buy |
+9,714
| New | +$656K | 0.1% | 123 |
|