Boston Research & 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 | $5.39M | Buy |
45,655
+1,128
| +3% | +$133K | 1.29% | 32 |
|
|
2025
Q1 | $5.43M | Sell |
44,527
-1,435
| -3% | -$175K | 1.35% | 30 |
|
|
2024
Q4 | $4.95M | Sell |
45,962
-158
| -0.3% | -$17K | 1.22% | 36 |
|
|
2024
Q3 | $5.32M | Buy |
46,120
+297
| +0.6% | +$34.2K | 1.25% | 37 |
|
|
2024
Q2 | $4.59M | Buy |
45,823
+617
| +1% | +$61.8K | 1.16% | 39 |
|
|
2024
Q1 | $4.37M | Buy |
45,206
+1,109
| +3% | +$107K | 1.08% | 45 |
|
|
2023
Q4 | $4.28M | Buy |
44,097
+3,022
| +7% | +$293K | 1.14% | 41 |
|
|
2023
Q3 | $3.63M | Buy |
41,075
+1,215
| +3% | +$107K | 1.07% | 45 |
|
|
2023
Q2 | $3.58M | Buy |
39,860
+1,347
| +3% | +$121K | 1.01% | 46 |
|
|
2023
Q1 | $3.72M | Buy |
38,513
+600
| +2% | +$57.9K | 1.11% | 44 |
|
|
2022
Q4 | $3.9M | Buy |
37,913
+189
| +0.5% | +$19.5K | 1.21% | 40 |
|
|
2022
Q3 | $3.51M | Sell |
37,724
-35
| -0.1% | -$3.26K | 1.2% | 40 |
|
|
2022
Q2 | $4.05M | Buy |
37,759
+80
| +0.2% | +$8.58K | 1.31% | 35 |
|
|
2022
Q1 | $4.21M | Sell |
37,679
-1,100
| -3% | -$123K | 1.22% | 40 |
|
|
2021
Q4 | $4.07M | Buy |
38,779
+685
| +2% | +$71.8K | 1.11% | 38 |
|
|
2021
Q3 | $3.72M | Buy |
38,094
+200
| +0.5% | +$19.5K | 1.11% | 38 |
|
|
2021
Q2 | $3.74M | Buy |
37,894
+1,020
| +3% | +$101K | 1.13% | 37 |
|
|
2021
Q1 | $3.56M | Buy |
36,874
+6,195
| +20% | +$598K | 1.15% | 39 |
|
|
2020
Q4 | $2.81M | Buy |
30,679
+3,398
| +12% | +$311K | 0.98% | 40 |
|
|
2020
Q3 | $2.42M | Buy |
27,281
+8,957
| +49% | +$793K | 0.94% | 39 |
|
|
2020
Q2 | $1.46M | Buy |
18,324
+10,465
| +133% | +$836K | 0.61% | 54 |
|
|
2020
Q1 | $635K | Hold |
7,859
| – | – | 0.32% | 63 |
|
|
2019
Q4 | $716K | Hold |
7,859
| – | – | 0.27% | 65 |
|
|
2019
Q3 | $753K | Hold |
7,859
| – | – | 0.3% | 64 |
|
|
2019
Q2 | $693K | Hold |
7,859
| – | – | 0.28% | 67 |
|
|
2019
Q1 | $707K | Hold |
7,859
| – | – | 0.29% | 67 |
|
|
2018
Q4 | $678K | Hold |
7,859
| – | – | 0.32% | 65 |
|
|
2018
Q3 | $628K | Hold |
7,859
| – | – | 0.29% | 66 |
|
|
2018
Q2 | $621K | Sell |
7,859
-548
| -7% | -$43.3K | 0.31% | 66 |
|
|
2018
Q1 | $651K | Hold |
8,407
| – | – | 0.33% | 65 |
|
|
2017
Q4 | $707K | Hold |
8,407
| – | – | 0.35% | 63 |
|
|
2017
Q3 | $705K | Hold |
8,407
| – | – | 0.36% | 63 |
|
|
2017
Q2 | $702K | Hold |
8,407
| – | – | 0.38% | 63 |
|
|
2017
Q1 | $689K | Hold |
8,407
| – | – | 0.38% | 65 |
|
|
2016
Q4 | $652K | Buy |
8,407
+4
| +0% | +$310 | 0.37% | 66 |
|
|
2016
Q3 | $672K | Buy |
8,403
+156
| +2% | +$12.5K | 0.39% | 64 |
|
|
2016
Q2 | $707K | Hold |
8,247
| – | – | 0.43% | 61 |
|
|
2016
Q1 | $665K | Hold |
8,247
| – | – | 0.41% | 64 |
|
|
2015
Q4 | $588K | Sell |
8,247
-838
| -9% | -$59.7K | 0.37% | 68 |
|
|
2015
Q3 | $653K | Hold |
9,085
| – | – | 0.43% | 69 |
|
|
2015
Q2 | $641K | Hold |
9,085
| – | – | 0.41% | 65 |
|
|
2015
Q1 | $697K | Hold |
9,085
| – | – | 0.44% | 65 |
|
|
2014
Q4 | $758K | Buy |
9,085
+300
| +3% | +$25K | 0.48% | 64 |
|
|
2014
Q3 | $656K | Hold |
8,785
| – | – | 0.44% | 64 |
|
|
2014
Q2 | $651K | Hold |
8,785
| – | – | 0.45% | 63 |
|
|
2014
Q1 | $625K | Buy |
8,785
+538
| +7% | +$38.3K | 0.46% | 64 |
|
|
2013
Q4 | $569K | Sell |
8,247
-184
| -2% | -$12.7K | 0.44% | 62 |
|
|
2013
Q3 | $563K | Buy |
8,431
+184
| +2% | +$12.3K | 0.48% | 62 |
|
|
2013
Q2 | $556K | Buy |
+8,247
| New | +$556K | 0.49% | 62 |
|