Atwood & Palmer’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 | $222K | Hold |
1,878
| – | – | 0.01% | 149 |
|
|
2025
Q1 | $229K | Buy |
1,878
+530
| +39% | +$64.6K | 0.02% | 144 |
|
|
2024
Q4 | $145K | Hold |
1,348
| – | – | 0.01% | 159 |
|
|
2024
Q3 | $155K | Hold |
1,348
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $135K | Hold |
1,348
| – | – | 0.01% | 166 |
|
|
2024
Q1 | $130K | Sell |
1,348
-32
| -2% | -$3.1K | 0.01% | 172 |
|
|
2023
Q4 | $134K | Hold |
1,380
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $122K | Hold |
1,380
| – | – | 0.01% | 164 |
|
|
2023
Q2 | $124K | Hold |
1,380
| – | – | 0.01% | 176 |
|
|
2023
Q1 | $133K | Hold |
1,380
| – | – | 0.01% | 163 |
|
|
2022
Q4 | $142K | Hold |
1,380
| – | – | 0.01% | 159 |
|
|
2022
Q3 | $128K | Hold |
1,380
| – | – | 0.01% | 154 |
|
|
2022
Q2 | $148K | Sell |
1,380
-33
| -2% | -$3.54K | 0.01% | 152 |
|
|
2022
Q1 | $158K | Hold |
1,413
| – | – | 0.01% | 151 |
|
|
2021
Q4 | $148K | Buy |
1,413
+32
| +2% | +$3.35K | 0.01% | 158 |
|
|
2021
Q3 | $135K | Hold |
1,381
| – | – | 0.01% | 163 |
|
|
2021
Q2 | $136K | Sell |
1,381
-168
| -11% | -$16.5K | 0.01% | 167 |
|
|
2021
Q1 | $150K | Buy |
1,549
+201
| +15% | +$19.5K | 0.01% | 154 |
|
|
2020
Q4 | $123K | Hold |
1,348
| – | – | 0.01% | 162 |
|
|
2020
Q3 | $119K | Hold |
1,348
| – | – | 0.02% | 152 |
|
|
2020
Q2 | $108K | Hold |
1,348
| – | – | 0.01% | 154 |
|
|
2020
Q1 | $109K | Hold |
1,348
| – | – | 0.02% | 148 |
|
|
2019
Q4 | $123K | Hold |
1,348
| – | – | 0.02% | 147 |
|
|
2019
Q3 | $129K | Hold |
1,348
| – | – | 0.02% | 150 |
|
|
2019
Q2 | $119K | Hold |
1,348
| – | – | 0.02% | 146 |
|
|
2019
Q1 | $121K | Sell |
1,348
-50
| -4% | -$4.49K | 0.02% | 144 |
|
|
2018
Q4 | $121K | Buy |
1,398
+50
| +4% | +$4.33K | 0.02% | 139 |
|
|
2018
Q3 | $108K | Hold |
1,348
| – | – | 0.01% | 151 |
|
|
2018
Q2 | $107K | Hold |
1,348
| – | – | 0.01% | 151 |
|
|
2018
Q1 | $104K | Buy |
1,348
+1,096
| +435% | +$84.6K | 0.01% | 152 |
|
|
2017
Q4 | $21K | Hold |
252
| – | – | ﹤0.01% | 222 |
|
|
2017
Q3 | $21K | Hold |
252
| – | – | ﹤0.01% | 223 |
|
|
2017
Q2 | $21K | Buy |
252
+50
| +25% | +$4.17K | ﹤0.01% | 225 |
|
|
2017
Q1 | $17K | Hold |
202
| – | – | ﹤0.01% | 230 |
|
|
2016
Q4 | $16K | Hold |
202
| – | – | ﹤0.01% | 240 |
|
|
2016
Q3 | $16K | Hold |
202
| – | – | ﹤0.01% | 235 |
|
|
2016
Q2 | $17K | Buy |
+202
| New | +$17K | ﹤0.01% | 232 |
|
|
2016
Q1 | – | Sell |
-445
| Closed | -$32K | – | 335 |
|
|
2015
Q4 | $32K | Hold |
445
| – | – | 0.01% | 228 |
|
|
2015
Q3 | $32K | Sell |
445
-222
| -33% | -$16K | 0.01% | 221 |
|
|
2015
Q2 | $47K | Sell |
667
-25
| -4% | -$1.76K | 0.01% | 188 |
|
|
2015
Q1 | $53K | Hold |
692
| – | – | 0.01% | 181 |
|
|
2014
Q4 | $58K | Sell |
692
-2,926
| -81% | -$245K | 0.01% | 190 |
|
|
2014
Q3 | $271K | Hold |
3,618
| – | – | 0.05% | 104 |
|
|
2014
Q2 | $268K | Sell |
3,618
-327
| -8% | -$24.2K | 0.07% | 100 |
|
|
2014
Q1 | $281K | Hold |
3,945
| – | – | 0.07% | 98 |
|
|
2013
Q4 | $272K | Hold |
3,945
| – | – | 0.07% | 98 |
|
|
2013
Q3 | $263K | Sell |
3,945
-388
| -9% | -$25.9K | 0.07% | 96 |
|
|
2013
Q2 | $292K | Buy |
+4,333
| New | +$292K | 0.08% | 88 |
|