XML Financial’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 | $658K | Buy |
5,576
+845
| +18% | +$99.7K | 0.06% | 215 |
|
|
2025
Q1 | $577K | Sell |
4,731
-139
| -3% | -$17K | 0.05% | 212 |
|
|
2024
Q4 | $525K | Sell |
4,870
-94
| -2% | -$10.1K | 0.05% | 224 |
|
|
2024
Q3 | $572K | Sell |
4,964
-198
| -4% | -$22.8K | 0.05% | 218 |
|
|
2024
Q2 | $517K | Sell |
5,162
-1,171
| -18% | -$117K | 0.05% | 218 |
|
|
2024
Q1 | $612K | Sell |
6,333
-142
| -2% | -$13.7K | 0.06% | 203 |
|
|
2023
Q4 | $628K | Buy |
6,475
+139
| +2% | +$13.5K | 0.07% | 192 |
|
|
2023
Q3 | $559K | Buy |
6,336
+17
| +0.3% | +$1.5K | 0.07% | 196 |
|
|
2023
Q2 | $567K | Buy |
6,319
+6
| +0.1% | +$538 | 0.07% | 206 |
|
|
2023
Q1 | $604K | Buy |
6,313
+371
| +6% | +$35.5K | 0.07% | 195 |
|
|
2022
Q4 | $612K | Buy |
5,942
+15
| +0.3% | +$1.55K | 0.08% | 192 |
|
|
2022
Q3 | $551K | Buy |
5,927
+3,735
| +170% | +$347K | 0.08% | 191 |
|
|
2022
Q2 | $235K | Sell |
2,192
-3,810
| -63% | -$408K | 0.05% | 194 |
|
|
2022
Q1 | $670K | Buy |
6,002
+133
| +2% | +$14.8K | 0.08% | 182 |
|
|
2021
Q4 | $616K | Buy |
5,869
+246
| +4% | +$25.8K | 0.07% | 185 |
|
|
2021
Q3 | $549K | Buy |
5,623
+3,255
| +137% | +$318K | 0.07% | 189 |
|
|
2021
Q2 | $234K | Sell |
2,368
-882
| -27% | -$87.2K | 0.05% | 201 |
|
|
2021
Q1 | $314K | Buy |
3,250
+14
| +0.4% | +$1.35K | 0.08% | 166 |
|
|
2020
Q4 | $296K | Buy |
3,236
+14
| +0.4% | +$1.28K | 0.08% | 166 |
|
|
2020
Q3 | $285K | Sell |
3,222
-106
| -3% | -$9.38K | 0.09% | 154 |
|
|
2020
Q2 | $266K | Buy |
3,328
+14
| +0.4% | +$1.12K | 0.09% | 155 |
|
|
2020
Q1 | $268K | Sell |
3,314
-184
| -5% | -$14.9K | 0.12% | 134 |
|
|
2019
Q4 | $319K | Buy |
+3,498
| New | +$319K | 0.12% | 134 |
|