C.M. Bidwell & Associates’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 | $111K | Buy |
941
+165
| +21% | +$19.5K | 0.06% | 166 |
|
|
2025
Q1 | $94.6K | Buy |
776
+40
| +5% | +$4.88K | 0.06% | 167 |
|
|
2024
Q4 | $79.3K | Hold |
736
| – | – | 0.05% | 188 |
|
|
2024
Q3 | $84.9K | Buy |
736
+28
| +4% | +$3.23K | 0.05% | 183 |
|
|
2024
Q2 | $71K | Hold |
708
| – | – | 0.05% | 208 |
|
|
2024
Q1 | $68.5K | Buy |
+708
| New | +$68.5K | 0.05% | 212 |
|
|
2022
Q3 | – | Sell |
-1,460
| Closed | -$157K | – | 493 |
|
|
2022
Q2 | $157K | Sell |
1,460
-40
| -3% | -$4.3K | 0.12% | 151 |
|
|
2022
Q1 | $167K | Sell |
1,500
-5
| -0.3% | -$557 | 0.11% | 184 |
|
|
2021
Q4 | $158K | Sell |
1,505
-99
| -6% | -$10.4K | 0.1% | 195 |
|
|
2021
Q3 | $157K | Sell |
1,604
-48
| -3% | -$4.7K | 0.1% | 190 |
|
|
2021
Q2 | $163K | Buy |
1,652
+152
| +10% | +$15K | 0.11% | 185 |
|
|
2021
Q1 | $145K | Buy |
+1,500
| New | +$145K | 0.11% | 181 |
|
|
2020
Q4 | – | Sell |
-1,545
| Closed | -$137K | – | 494 |
|
|
2020
Q3 | $137K | Buy |
+1,545
| New | +$137K | 0.13% | 163 |
|
|
2020
Q2 | – | Sell |
-2,040
| Closed | -$165K | – | 410 |
|
|
2020
Q1 | $165K | Buy |
+2,040
| New | +$165K | 0.17% | 123 |
|
|
2019
Q4 | – | Sell |
-1,835
| Closed | -$176K | – | 417 |
|
|
2019
Q3 | $176K | Buy |
+1,835
| New | +$176K | 0.17% | 139 |
|