YHB Investment 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 | – | Sell |
-1,643
| Closed | -$200K | – | 302 |
|
|
2025
Q1 | $200K | Buy |
+1,643
| New | +$200K | 0.02% | 288 |
|
|
2024
Q1 | – | Sell |
-2,147
| Closed | -$208K | – | 274 |
|
|
2023
Q4 | $208K | Sell |
2,147
-550
| -20% | -$53.4K | 0.02% | 259 |
|
|
2023
Q3 | $238K | Buy |
2,697
+131
| +5% | +$11.6K | 0.02% | 252 |
|
|
2023
Q2 | $230K | Sell |
2,566
-225
| -8% | -$20.2K | 0.02% | 259 |
|
|
2023
Q1 | $269K | Buy |
2,791
+5
| +0.2% | +$482 | 0.03% | 238 |
|
|
2022
Q4 | $287K | Sell |
2,786
-232
| -8% | -$23.9K | 0.03% | 228 |
|
|
2022
Q3 | $281K | Buy |
3,018
+5
| +0.2% | +$466 | 0.03% | 229 |
|
|
2022
Q2 | $323K | Buy |
3,013
+4
| +0.1% | +$429 | 0.03% | 217 |
|
|
2022
Q1 | $336K | Sell |
3,009
-143
| -5% | -$16K | 0.03% | 225 |
|
|
2021
Q4 | $331K | Sell |
3,152
-218
| -6% | -$22.9K | 0.03% | 250 |
|
|
2021
Q3 | $329K | Sell |
3,370
-213
| -6% | -$20.8K | 0.03% | 234 |
|
|
2021
Q2 | $354K | Sell |
3,583
-275
| -7% | -$27.2K | 0.03% | 232 |
|
|
2021
Q1 | $388K | Sell |
3,858
-69
| -2% | -$6.94K | 0.03% | 216 |
|
|
2020
Q4 | $360K | Buy |
3,927
+764
| +24% | +$70K | 0.03% | 214 |
|
|
2020
Q3 | $280K | Buy |
3,163
+5
| +0.2% | +$443 | 0.03% | 220 |
|
|
2020
Q2 | $252K | Sell |
3,158
-92
| -3% | -$7.34K | 0.04% | 162 |
|
|
2020
Q1 | $263K | Buy |
3,250
+145
| +5% | +$11.7K | 0.05% | 152 |
|
|
2019
Q4 | $283K | Sell |
3,105
-896
| -22% | -$81.7K | 0.04% | 164 |
|
|
2019
Q3 | $384K | Buy |
4,001
+210
| +6% | +$20.2K | 0.06% | 143 |
|
|
2019
Q2 | $335K | Sell |
3,791
-108
| -3% | -$9.54K | 0.05% | 155 |
|
|
2019
Q1 | $351K | Sell |
3,899
-659
| -14% | -$59.3K | 0.06% | 151 |
|
|
2018
Q4 | $393K | Buy |
4,558
+355
| +8% | +$30.6K | 0.07% | 136 |
|
|
2018
Q3 | $336K | Sell |
4,203
-58
| -1% | -$4.64K | 0.05% | 155 |
|
|
2018
Q2 | $337K | Buy |
4,261
+2
| +0% | +$158 | 0.06% | 152 |
|
|
2018
Q1 | $330K | Sell |
4,259
-83
| -2% | -$6.43K | 0.06% | 151 |
|
|
2017
Q4 | $365K | Sell |
4,342
-129
| -3% | -$10.8K | 0.06% | 150 |
|
|
2017
Q3 | $375K | Sell |
4,471
-85
| -2% | -$7.13K | 0.07% | 141 |
|
|
2017
Q2 | $381K | Sell |
4,556
-874
| -16% | -$73.1K | 0.07% | 143 |
|
|
2017
Q1 | $448K | Buy |
5,430
+82
| +2% | +$6.77K | 0.09% | 132 |
|
|
2016
Q4 | $415K | Buy |
5,348
+87
| +2% | +$6.75K | 0.09% | 131 |
|
|
2016
Q3 | $421K | Sell |
5,261
-87
| -2% | -$6.96K | 0.1% | 123 |
|
|
2016
Q2 | $459K | Sell |
5,348
-37
| -0.7% | -$3.18K | 0.1% | 122 |
|
|
2016
Q1 | $434K | Sell |
5,385
-608
| -10% | -$49K | 0.12% | 116 |
|
|
2015
Q4 | $428K | Buy |
5,993
+321
| +6% | +$22.9K | 0.1% | 122 |
|
|
2015
Q3 | $408K | Hold |
5,672
| – | – | 0.1% | 127 |
|
|
2015
Q2 | $401K | Buy |
5,672
+317
| +6% | +$22.4K | 0.09% | 130 |
|
|
2015
Q1 | $411K | Buy |
5,355
+2,858
| +114% | +$219K | 0.09% | 131 |
|
|
2014
Q4 | $209K | Buy |
+2,497
| New | +$209K | 0.05% | 153 |
|