Beese Fulmer Investment Management’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 | $525K | Sell |
4,445
-203
| -4% | -$24K | 0.04% | 172 |
|
|
2025
Q1 | $567K | Buy |
4,648
+115
| +3% | +$14K | 0.05% | 144 |
|
|
2024
Q4 | $488K | Buy |
4,533
+135
| +3% | +$14.5K | 0.04% | 149 |
|
|
2024
Q3 | $507K | Hold |
4,398
| – | – | 0.04% | 153 |
|
|
2024
Q2 | $441K | Sell |
4,398
-15
| -0.3% | -$1.5K | 0.04% | 155 |
|
|
2024
Q1 | $427K | Sell |
4,413
-419
| -9% | -$40.5K | 0.04% | 157 |
|
|
2023
Q4 | $469K | Buy |
4,832
+199
| +4% | +$19.3K | 0.05% | 152 |
|
|
2023
Q3 | $409K | Sell |
4,633
-273
| -6% | -$24.1K | 0.05% | 156 |
|
|
2023
Q2 | $440K | Sell |
4,906
-145
| -3% | -$13K | 0.05% | 154 |
|
|
2023
Q1 | $487K | Sell |
5,051
-15
| -0.3% | -$1.45K | 0.06% | 154 |
|
|
2022
Q4 | $522K | Hold |
5,066
| – | – | 0.06% | 148 |
|
|
2022
Q3 | $471K | Hold |
5,066
| – | – | 0.06% | 143 |
|
|
2022
Q2 | $543K | Hold |
5,066
| – | – | 0.07% | 140 |
|
|
2022
Q1 | $566K | Sell |
5,066
-460
| -8% | -$51.4K | 0.06% | 148 |
|
|
2021
Q4 | $580K | Sell |
5,526
-285
| -5% | -$29.9K | 0.06% | 150 |
|
|
2021
Q3 | $567K | Hold |
5,811
| – | – | 0.06% | 151 |
|
|
2021
Q2 | $574K | Sell |
5,811
-300
| -5% | -$29.6K | 0.07% | 146 |
|
|
2021
Q1 | $590K | Buy |
6,111
+475
| +8% | +$45.9K | 0.07% | 138 |
|
|
2020
Q4 | $516K | Buy |
5,636
+270
| +5% | +$24.7K | 0.07% | 139 |
|
|
2020
Q3 | $475K | Buy |
5,366
+360
| +7% | +$31.9K | 0.07% | 134 |
|
|
2020
Q2 | $400K | Hold |
5,006
| – | – | 0.06% | 138 |
|
|
2020
Q1 | $405K | Buy |
5,006
+275
| +6% | +$22.2K | 0.07% | 131 |
|
|
2019
Q4 | $432K | Buy |
4,731
+70
| +2% | +$6.39K | 0.06% | 142 |
|
|
2019
Q3 | $447K | Buy |
4,661
+1,887
| +68% | +$181K | 0.07% | 136 |
|
|
2019
Q2 | $245K | Hold |
2,774
| – | – | 0.05% | 155 |
|
|
2019
Q1 | $250K | Hold |
2,774
| – | – | 0.05% | 145 |
|
|
2018
Q4 | $239K | Hold |
2,774
| – | – | 0.05% | 143 |
|
|
2018
Q3 | $222K | Hold |
2,774
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $219K | Hold |
2,774
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $215K | Sell |
2,774
-23
| -0.8% | -$1.78K | 0.05% | 167 |
|
|
2017
Q4 | $235K | Sell |
2,797
-86
| -3% | -$7.23K | 0.05% | 165 |
|
|
2017
Q3 | $242K | Hold |
2,883
| – | – | 0.06% | 154 |
|
|
2017
Q2 | $241K | Hold |
2,883
| – | – | 0.06% | 149 |
|
|
2017
Q1 | $236K | Hold |
2,883
| – | – | 0.06% | 153 |
|
|
2016
Q4 | $224K | Hold |
2,883
| – | – | 0.06% | 160 |
|
|
2016
Q3 | $231K | Buy |
2,883
+374
| +15% | +$30K | 0.06% | 145 |
|
|
2016
Q2 | $215K | Hold |
2,509
| – | – | 0.06% | 142 |
|
|
2016
Q1 | $200K | Buy |
+2,509
| New | +$200K | 0.06% | 144 |
|
|
2015
Q1 | – | Sell |
-2,398
| Closed | -$200K | – | 139 |
|
|
2014
Q4 | $200K | Buy |
+2,398
| New | +$200K | 0.06% | 145 |
|