Altavista Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.04M | Buy |
19,497
+304
| +2% | +$30.8K | 0.41% | 51 |
|
|
2021
Q3 | $1.87M | Sell |
19,193
-310
| -2% | -$32.1K | 0.42% | 49 |
|
|
2021
Q2 | $1.93M | Buy |
19,503
+2,500
| +15% | +$251K | 0.42% | 48 |
|
|
2021
Q1 | $1.64M | Buy |
17,003
+370
| +2% | +$33.8K | 0.4% | 52 |
|
|
2020
Q4 | $1.52M | Hold |
16,633
| – | – | 0.39% | 53 |
|
|
2020
Q3 | $1.47M | Sell |
16,633
-375
| -2% | -$30.9K | 0.41% | 52 |
|
|
2020
Q2 | $1.36M | Buy |
17,008
+5
| +0% | +$422 | 0.39% | 55 |
|
|
2020
Q1 | $1.38M | Buy |
17,003
+1,306
| +8% | +$120K | 0.47% | 49 |
|
|
2019
Q4 | $1.43M | Sell |
15,697
-959
| -6% | -$87.9K | 0.43% | 54 |
|
|
2019
Q3 | $1.6M | Buy |
16,656
+5
| +0% | +$455 | 0.5% | 48 |
|
|
2019
Q2 | $1.47M | Buy |
16,651
+367
| +2% | +$32.4K | 0.47% | 50 |
|
|
2019
Q1 | $1.47M | Sell |
16,284
-1
| -0% | -$88 | 0.52% | 50 |
|
|
2018
Q4 | $1.41M | Buy |
16,285
+5
| +0% | +$426 | 0.57% | 47 |
|
|
2018
Q3 | $1.3M | Buy |
16,280
+307
| +2% | +$24.8K | 0.48% | 56 |
|
|
2018
Q2 | $1.26M | Sell |
15,973
-2,460
| -13% | -$189K | 0.51% | 54 |
|
|
2018
Q1 | $1.43M | Buy |
18,433
+1,122
| +6% | +$86.7K | 0.6% | 51 |
|
|
2017
Q4 | $1.46M | Buy |
17,311
+6,033
| +53% | +$527K | 0.62% | 48 |
|
|
2017
Q3 | $946K | Sell |
11,278
-35
| -0.3% | -$3K | 0.45% | 56 |
|
|
2017
Q2 | $946K | Sell |
11,313
-332
| -3% | -$27.9K | 0.47% | 53 |
|
|
2017
Q1 | $955K | Buy |
11,645
+459
| +4% | +$36.5K | 0.48% | 53 |
|
|
2016
Q4 | $868K | Buy |
11,186
+49
| +0.4% | +$3.75K | 0.47% | 52 |
|
|
2016
Q3 | $891K | Sell |
11,137
-7
| -0.1% | -$580 | 0.49% | 50 |
|
|
2016
Q2 | $956K | Buy |
11,144
+357
| +3% | +$28.5K | 0.53% | 44 |
|
|
2016
Q1 | $870K | Sell |
10,787
-242
| -2% | -$18.3K | 0.49% | 51 |
|
|
2015
Q4 | $787K | Buy |
11,029
+60
| +0.5% | +$4.22K | 0.46% | 52 |
|
|
2015
Q3 | $789K | Sell |
10,969
-188
| -2% | -$13.6K | 0.52% | 49 |
|
|
2015
Q2 | $788K | Buy |
11,157
+280
| +3% | +$21.2K | 0.48% | 50 |
|
|
2015
Q1 | $835K | Sell |
10,877
-115
| -1% | -$9.33K | 0.51% | 52 |
|
|
2014
Q4 | $924K | Sell |
10,992
-139
| -1% | -$11.2K | 0.57% | 46 |
|
|
2014
Q3 | $832K | Hold |
11,131
| – | – | 0.54% | 48 |
|
|
2014
Q2 | $826K | Sell |
11,131
-341
| -3% | -$24.5K | 0.51% | 52 |
|
|
2014
Q1 | $817K | Buy |
11,472
+76
| +0.7% | +$5.3K | 0.5% | 58 |
|
|
2013
Q4 | $786K | Sell |
11,396
-1,871
| -14% | -$131K | 0.48% | 67 |
|
|
2013
Q3 | $886K | Sell |
13,267
-2,370
| -15% | -$162K | 0.58% | 55 |
|
|
2013
Q2 | $1.05M | Buy |
+15,637
| New | +$1.11M | 0.71% | 44 |
|
Other funds holding DUK
Altavista Wealth Management's DUK Position: Q4 2021 in Review
Altavista Wealth Management increased its Duke Energy (DUK) stake by 1.6% in Q4 2021, buying an estimated $30.8K and bringing the position to 19,497 shares worth $2.04M. The position accounts for 0.41% of the portfolio, ranked #51.
Altavista Wealth Management first reported a position in DUK in Q2 2013 and has held it in 35 quarters since. 1,791 funds tracked by Wall St. Rank hold DUK as of Q4 2021.
- Altavista Wealth Management held 19,497 shares of Duke Energy worth $2.04M as of Q4 2021.
- Altavista Wealth Management bought 304 Duke Energy shares in Q4 2021, an estimated $30.8K.
- Duke Energy made up 0.41% of Altavista Wealth Management's portfolio in Q4 2021, its #51 holding.
- Altavista Wealth Management first reported a position in Duke Energy in Q2 2013 and has held it in 35 quarters since.
- 1,791 funds tracked by Wall St. Rank held Duke Energy as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.