BFC
Bedel Financial Consulting’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
4,022
| – | – | 0.06% | 159 |
|
|
2025
Q1 | $494K | Hold |
4,022
| – | – | 0.07% | 151 |
|
|
2024
Q4 | $458K | Buy |
4,022
+28
| +0.7% | +$3.19K | 0.06% | 158 |
|
|
2024
Q3 | $461K | Sell |
3,994
-50
| -1% | -$5.77K | 0.07% | 152 |
|
|
2024
Q2 | $405K | Buy |
4,044
+113
| +3% | +$11.3K | 0.06% | 154 |
|
|
2024
Q1 | $380K | Hold |
3,931
| – | – | 0.06% | 162 |
|
|
2023
Q4 | $381K | Sell |
3,931
-870
| -18% | -$84.4K | 0.07% | 155 |
|
|
2023
Q3 | $424K | Hold |
4,801
| – | – | 0.09% | 137 |
|
|
2023
Q2 | $431K | Buy |
4,801
+9
| +0.2% | +$808 | 0.09% | 131 |
|
|
2023
Q1 | $462K | Hold |
4,792
| – | – | 0.11% | 121 |
|
|
2022
Q4 | $494K | Hold |
4,792
| – | – | 0.12% | 111 |
|
|
2022
Q3 | $442K | Sell |
4,792
-10
| -0.2% | -$922 | 0.12% | 121 |
|
|
2022
Q2 | $515K | Hold |
4,802
| – | – | 0.15% | 97 |
|
|
2022
Q1 | $536K | Sell |
4,802
-380
| -7% | -$42.4K | 0.17% | 81 |
|
|
2021
Q4 | $544K | Buy |
5,182
+47
| +0.9% | +$4.93K | 0.17% | 84 |
|
|
2021
Q3 | $501K | Sell |
5,135
-28
| -0.5% | -$2.73K | 0.17% | 89 |
|
|
2021
Q2 | $510K | Buy |
5,163
+403
| +8% | +$39.8K | 0.18% | 87 |
|
|
2021
Q1 | $459K | Buy |
4,760
+668
| +16% | +$64.4K | 0.18% | 94 |
|
|
2020
Q4 | $375K | Sell |
4,092
-390
| -9% | -$35.7K | 0.17% | 96 |
|
|
2020
Q3 | $397K | Hold |
4,482
| – | – | 0.2% | 76 |
|
|
2020
Q2 | $358K | Hold |
4,482
| – | – | 0.19% | 79 |
|
|
2020
Q1 | $363K | Buy |
4,482
+390
| +10% | +$31.6K | 0.24% | 70 |
|
|
2019
Q4 | $373K | Hold |
4,092
| – | – | 0.21% | 84 |
|
|
2019
Q3 | $392K | Hold |
4,092
| – | – | 0.24% | 81 |
|
|
2019
Q2 | $361K | Sell |
4,092
-168
| -4% | -$14.8K | 0.22% | 88 |
|
|
2019
Q1 | $383K | Sell |
4,260
-168
| -4% | -$15.1K | 0.24% | 76 |
|
|
2018
Q4 | $382K | Sell |
4,428
-4,683
| -51% | -$404K | 0.27% | 69 |
|
|
2018
Q3 | $737K | Buy |
9,111
+4,683
| +106% | +$379K | 0.49% | 36 |
|
|
2018
Q2 | $350K | Hold |
4,428
| – | – | 0.26% | 79 |
|
|
2018
Q1 | $343K | Sell |
4,428
-104
| -2% | -$8.06K | 0.26% | 80 |
|
|
2017
Q4 | $381K | Buy |
+4,532
| New | +$381K | 0.34% | 68 |
|