United Capital Financial 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 | $6M | Buy |
50,841
+5,796
| +13% | +$684K | 0.05% | 254 |
|
|
2025
Q1 | $5.49M | Buy |
45,045
+2,254
| +5% | +$275K | 0.05% | 261 |
|
|
2024
Q4 | $4.61M | Buy |
42,791
+719
| +2% | +$77.5K | 0.04% | 269 |
|
|
2024
Q3 | $4.85M | Sell |
42,072
-2,877
| -6% | -$332K | 0.04% | 266 |
|
|
2024
Q2 | $4.51M | Buy |
44,949
+3,437
| +8% | +$344K | 0.04% | 276 |
|
|
2024
Q1 | $4.01M | Buy |
41,512
+8,411
| +25% | +$813K | 0.03% | 310 |
|
|
2023
Q4 | $3.21M | Buy |
33,101
+3,771
| +13% | +$366K | 0.03% | 345 |
|
|
2023
Q3 | $2.59M | Buy |
29,330
+1,284
| +5% | +$113K | 0.02% | 383 |
|
|
2023
Q2 | $2.52M | Sell |
28,046
-5,581
| -17% | -$501K | 0.01% | 409 |
|
|
2023
Q1 | $3.24M | Sell |
33,627
-7,606
| -18% | -$734K | 0.02% | 376 |
|
|
2022
Q4 | $4.25M | Sell |
41,233
-5,124
| -11% | -$528K | 0.02% | 354 |
|
|
2022
Q3 | $4.31M | Sell |
46,357
-9,596
| -17% | -$893K | 0.03% | 343 |
|
|
2022
Q2 | $6M | Sell |
55,953
-7,884
| -12% | -$845K | 0.03% | 318 |
|
|
2022
Q1 | $7.13M | Sell |
63,837
-2,551
| -4% | -$285K | 0.03% | 313 |
|
|
2021
Q4 | $6.96M | Sell |
66,388
-2,497
| -4% | -$262K | 0.03% | 325 |
|
|
2021
Q3 | $6.72M | Sell |
68,885
-2,893
| -4% | -$282K | 0.03% | 325 |
|
|
2021
Q2 | $7.09M | Buy |
71,778
+6,991
| +11% | +$690K | 0.04% | 321 |
|
|
2021
Q1 | $6.25M | Sell |
64,787
-1,341
| -2% | -$129K | 0.03% | 330 |
|
|
2020
Q4 | $6.06M | Buy |
66,128
+3,990
| +6% | +$365K | 0.04% | 322 |
|
|
2020
Q3 | $5.5M | Sell |
62,138
-5,434
| -8% | -$481K | 0.04% | 327 |
|
|
2020
Q2 | $5.4M | Sell |
67,572
-1,716
| -2% | -$137K | 0.04% | 340 |
|
|
2020
Q1 | $5.6M | Sell |
69,288
-3,596
| -5% | -$291K | 0.05% | 317 |
|
|
2019
Q4 | $6.65M | Buy |
72,884
+6,309
| +9% | +$575K | 0.04% | 366 |
|
|
2019
Q3 | $6.38M | Sell |
66,575
-4,095
| -6% | -$393K | 0.04% | 361 |
|
|
2019
Q2 | $6.24M | Buy |
70,670
+416
| +0.6% | +$36.7K | 0.04% | 379 |
|
|
2019
Q1 | $6.32M | Buy |
70,254
+5,994
| +9% | +$539K | 0.04% | 365 |
|
|
2018
Q4 | $5.55M | Buy |
64,260
+1,763
| +3% | +$152K | 0.04% | 347 |
|
|
2018
Q3 | $5M | Buy |
62,497
+4,011
| +7% | +$321K | 0.04% | 432 |
|
|
2018
Q2 | $4.63M | Buy |
58,486
+266
| +0.5% | +$21K | 0.03% | 430 |
|
|
2018
Q1 | $4.51M | Sell |
58,220
-6,319
| -10% | -$490K | 0.03% | 426 |
|
|
2017
Q4 | $5.42M | Buy |
64,539
+16,752
| +35% | +$1.41M | 0.04% | 395 |
|
|
2017
Q3 | $4.01M | Sell |
47,787
-1,879
| -4% | -$158K | 0.03% | 428 |
|
|
2017
Q2 | $4.15M | Buy |
49,666
+9,640
| +24% | +$806K | 0.04% | 419 |
|
|
2017
Q1 | $3.28M | Sell |
40,026
-601
| -1% | -$49.3K | 0.03% | 450 |
|
|
2016
Q4 | $3.15M | Buy |
40,627
+2,735
| +7% | +$212K | 0.03% | 466 |
|
|
2016
Q3 | $3.03M | Buy |
37,892
+1,644
| +5% | +$132K | 0.03% | 480 |
|
|
2016
Q2 | $3.12M | Sell |
36,248
-14,542
| -29% | -$1.25M | 0.03% | 454 |
|
|
2016
Q1 | $4.1M | Buy |
50,790
+10,152
| +25% | +$819K | 0.05% | 375 |
|
|
2015
Q4 | $2.9M | Sell |
40,638
-5,611
| -12% | -$401K | 0.03% | 464 |
|
|
2015
Q3 | $3.33M | Sell |
46,249
-3,937
| -8% | -$283K | 0.04% | 409 |
|
|
2015
Q2 | $3.54M | Buy |
50,186
+5,171
| +11% | +$365K | 0.04% | 441 |
|
|
2015
Q1 | $3.49M | Buy |
45,015
+4,478
| +11% | +$347K | 0.04% | 421 |
|
|
2014
Q4 | $3.39M | Sell |
40,537
-16,358
| -29% | -$1.37M | 0.05% | 349 |
|
|
2014
Q3 | $4.25M | Sell |
56,895
-33,259
| -37% | -$2.49M | 0.07% | 282 |
|
|
2014
Q2 | $6.69M | Buy |
90,154
+42,201
| +88% | +$3.13M | 0.12% | 203 |
|
|
2014
Q1 | $3.42M | Buy |
47,953
+6,901
| +17% | +$491K | 0.07% | 266 |
|
|
2013
Q4 | $2.83M | Sell |
41,052
-4,413
| -10% | -$305K | 0.1% | 197 |
|
|
2013
Q3 | $3.04M | Buy |
+45,465
| New | +$3.04M | 0.1% | 198 |
|