Wealthfront Advisers’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 | $14.8M | Sell |
125,548
-7,418
| -6% | -$875K | 0.04% | 154 |
|
|
2025
Q1 | $16.2M | Buy |
132,966
+29,880
| +29% | +$3.64M | 0.04% | 128 |
|
|
2024
Q4 | $11.1M | Buy |
103,086
+15,484
| +18% | +$1.67M | 0.03% | 163 |
|
|
2024
Q3 | $10.1M | Buy |
87,602
+13,009
| +17% | +$1.5M | 0.03% | 164 |
|
|
2024
Q2 | $7.48M | Buy |
74,593
+10,560
| +16% | +$1.06M | 0.03% | 193 |
|
|
2024
Q1 | $6.19M | Buy |
64,033
+96
| +0.2% | +$9.28K | 0.02% | 226 |
|
|
2023
Q4 | $6.2M | Buy |
63,937
+24,103
| +61% | +$2.34M | 0.02% | 203 |
|
|
2023
Q3 | $3.52M | Sell |
39,834
-47,255
| -54% | -$4.17M | 0.02% | 292 |
|
|
2023
Q2 | $7.82M | Buy |
87,089
+21,302
| +32% | +$1.91M | 0.03% | 153 |
|
|
2023
Q1 | $6.35M | Sell |
65,787
-18,575
| -22% | -$1.79M | 0.03% | 169 |
|
|
2022
Q4 | $8.69M | Sell |
84,362
-17,230
| -17% | -$1.77M | 0.04% | 130 |
|
|
2022
Q3 | $9.45M | Sell |
101,592
-4,710
| -4% | -$438K | 0.05% | 100 |
|
|
2022
Q2 | $11.4M | Sell |
106,302
-1,371
| -1% | -$147K | 0.06% | 81 |
|
|
2022
Q1 | $12M | Buy |
107,673
+37,815
| +54% | +$4.22M | 0.05% | 84 |
|
|
2021
Q4 | $7.33M | Buy |
69,858
+13,020
| +23% | +$1.37M | 0.03% | 137 |
|
|
2021
Q3 | $5.55M | Buy |
56,838
+8,014
| +16% | +$782K | 0.03% | 145 |
|
|
2021
Q2 | $4.82M | Buy |
48,824
+15,072
| +45% | +$1.49M | 0.02% | 142 |
|
|
2021
Q1 | $3.26M | Buy |
33,752
+766
| +2% | +$73.9K | 0.02% | 165 |
|
|
2020
Q4 | $3.02M | Buy |
32,986
+1,581
| +5% | +$145K | 0.02% | 152 |
|
|
2020
Q3 | $2.78M | Buy |
31,405
+780
| +3% | +$69.1K | 0.02% | 131 |
|
|
2020
Q2 | $2.45M | Sell |
30,625
-23,746
| -44% | -$1.9M | 0.02% | 132 |
|
|
2020
Q1 | $4.4M | Sell |
54,371
-10,582
| -16% | -$856K | 0.04% | 78 |
|
|
2019
Q4 | $5.92M | Sell |
64,953
-3,687
| -5% | -$336K | 0.04% | 72 |
|
|
2019
Q3 | $6.58M | Buy |
68,640
+11,619
| +20% | +$1.11M | 0.06% | 63 |
|
|
2019
Q2 | $5.03M | Sell |
57,021
-14,038
| -20% | -$1.24M | 0.04% | 70 |
|
|
2019
Q1 | $6.4M | Buy |
71,059
+7,217
| +11% | +$649K | 0.06% | 58 |
|
|
2018
Q4 | $5.51M | Buy |
+63,842
| New | +$5.51M | 0.06% | 58 |
|