American Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $241K | Hold |
1,839
| – | – | 0.04% | 147 |
|
|
2025
Q4 | $216K | Sell |
1,839
-110
| -6% | -$13.4K | 0.03% | 150 |
|
|
2025
Q3 | $241K | Buy |
1,949
+54
| +3% | +$6.55K | 0.04% | 136 |
|
|
2025
Q2 | $224K | Sell |
1,895
-661
| -26% | -$78K | 0.04% | 138 |
|
|
2025
Q1 | $312K | Hold |
2,556
| – | – | 0.06% | 111 |
|
|
2024
Q4 | $275K | Sell |
2,556
-355
| -12% | -$40.2K | 0.05% | 119 |
|
|
2024
Q3 | $336K | Hold |
2,911
| – | – | 0.07% | 114 |
|
|
2024
Q2 | $292K | Sell |
2,911
-34
| -1% | -$3.4K | 0.06% | 118 |
|
|
2024
Q1 | $285K | Sell |
2,945
-110
| -4% | -$10.4K | 0.06% | 123 |
|
|
2023
Q4 | $296K | Hold |
3,055
| – | – | 0.07% | 115 |
|
|
2023
Q3 | $270K | Hold |
3,055
| – | – | 0.07% | 116 |
|
|
2023
Q2 | $274K | Sell |
3,055
-56
| -2% | -$5.29K | 0.07% | 119 |
|
|
2023
Q1 | $300K | Hold |
3,111
| – | – | 0.08% | 112 |
|
|
2022
Q4 | $320K | Hold |
3,111
| – | – | 0.09% | 104 |
|
|
2022
Q3 | $289K | Hold |
3,111
| – | – | 0.09% | 110 |
|
|
2022
Q2 | $334K | Sell |
3,111
-445
| -13% | -$48.9K | 0.1% | 102 |
|
|
2022
Q1 | $397K | Buy |
+3,556
| New | +$369K | 0.11% | 103 |
|
|
2021
Q4 | – | Sell |
-4,740
| Closed | -$463K | – | 140 |
|
|
2021
Q3 | $463K | Buy |
+4,740
| New | +$491K | 0.13% | 101 |
|
|
2021
Q2 | – | Sell |
-4,740
| Closed | -$458K | – | 85 |
|
|
2021
Q1 | $458K | Buy |
+4,740
| New | +$433K | 0.17% | 69 |
|
|
2017
Q1 | – | Sell |
-4,740
| Closed | -$368K | – | 71 |
|
|
2016
Q4 | $368K | Hold |
4,740
| – | – | 0.3% | 59 |
|
|
2016
Q3 | $379K | Hold |
4,740
| – | – | 0.3% | 59 |
|
|
2016
Q2 | $407K | Buy |
+4,740
| New | +$379K | 0.34% | 57 |
|
Other funds holding DUK
VCM
VPM
