Calamos Wealth 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 | $319K | Sell |
2,701
-170
| -6% | -$20.1K | 0.01% | 278 |
|
|
2025
Q1 | $350K | Buy |
2,871
+42
| +1% | +$5.12K | 0.02% | 239 |
|
|
2024
Q4 | $305K | Buy |
2,829
+359
| +15% | +$38.7K | 0.02% | 251 |
|
|
2024
Q3 | $285K | Sell |
2,470
-83
| -3% | -$9.57K | 0.01% | 266 |
|
|
2024
Q2 | $256K | Buy |
2,553
+451
| +21% | +$45.2K | 0.01% | 257 |
|
|
2024
Q1 | $203K | Sell |
2,102
-781
| -27% | -$75.5K | 0.01% | 284 |
|
|
2023
Q4 | $280K | Sell |
2,883
-115,892
| -98% | -$11.2M | 0.02% | 251 |
|
|
2023
Q3 | $10.5M | Buy |
118,775
+46,655
| +65% | +$4.12M | 0.79% | 26 |
|
|
2023
Q2 | $6.47M | Sell |
72,120
-1,642
| -2% | -$147K | 0.47% | 58 |
|
|
2023
Q1 | $7.12M | Buy |
73,762
+23,155
| +46% | +$2.23M | 0.56% | 53 |
|
|
2022
Q4 | $5.21M | Buy |
50,607
+48,081
| +1,903% | +$4.95M | 0.4% | 70 |
|
|
2022
Q3 | $235K | Buy |
2,526
+476
| +23% | +$44.3K | 0.02% | 274 |
|
|
2022
Q2 | $220K | Buy |
2,050
+90
| +5% | +$9.66K | 0.02% | 295 |
|
|
2022
Q1 | $219K | Buy |
+1,960
| New | +$219K | 0.02% | 314 |
|
|
2021
Q1 | – | Sell |
-2,882
| Closed | -$264K | – | 292 |
|
|
2020
Q4 | $264K | Sell |
2,882
-1,933
| -40% | -$177K | 0.02% | 260 |
|
|
2020
Q3 | $426K | Buy |
4,815
+187
| +4% | +$16.5K | 0.05% | 203 |
|
|
2020
Q2 | $370K | Sell |
4,628
-1,140
| -20% | -$91.1K | 0.05% | 209 |
|
|
2020
Q1 | $467K | Sell |
5,768
-34,701
| -86% | -$2.81M | 0.07% | 160 |
|
|
2019
Q4 | $3.69M | Buy |
40,469
+388
| +1% | +$35.4K | 0.43% | 66 |
|
|
2019
Q3 | $3.84M | Buy |
40,081
+222
| +0.6% | +$21.3K | 0.51% | 58 |
|
|
2019
Q2 | $3.52M | Buy |
39,859
+725
| +2% | +$64K | 0.47% | 62 |
|
|
2019
Q1 | $3.52M | Sell |
39,134
-1,219
| -3% | -$110K | 0.5% | 58 |
|
|
2018
Q4 | $3.48M | Sell |
40,353
-3,360
| -8% | -$290K | 0.52% | 53 |
|
|
2018
Q3 | $3.5M | Sell |
43,713
-4,433
| -9% | -$355K | 0.44% | 62 |
|
|
2018
Q2 | $3.81M | Sell |
48,146
-1,278
| -3% | -$101K | 0.47% | 66 |
|
|
2018
Q1 | $3.83M | Buy |
49,424
+3,693
| +8% | +$286K | 0.48% | 67 |
|
|
2017
Q4 | $3.85M | Sell |
45,731
-190
| -0.4% | -$16K | 0.5% | 64 |
|
|
2017
Q3 | $3.85M | Buy |
45,921
+508
| +1% | +$42.6K | 0.53% | 66 |
|
|
2017
Q2 | $3.8M | Buy |
45,413
+1,327
| +3% | +$111K | 0.54% | 55 |
|
|
2017
Q1 | $3.62M | Buy |
44,086
+7,918
| +22% | +$649K | 0.54% | 60 |
|
|
2016
Q4 | $2.81M | Buy |
36,168
+1,785
| +5% | +$139K | 0.45% | 67 |
|
|
2016
Q3 | $2.75M | Buy |
34,383
+4,554
| +15% | +$365K | 0.47% | 66 |
|
|
2016
Q2 | $2.56M | Buy |
29,829
+3,769
| +14% | +$323K | 0.45% | 68 |
|
|
2016
Q1 | $2.1M | Buy |
26,060
+5,731
| +28% | +$462K | 0.4% | 73 |
|
|
2015
Q4 | $1.45M | Buy |
20,329
+2,977
| +17% | +$212K | 0.29% | 112 |
|
|
2015
Q3 | $1.25M | Buy |
17,352
+897
| +5% | +$64.5K | 0.3% | 119 |
|
|
2015
Q2 | $1.16M | Buy |
16,455
+12,031
| +272% | +$850K | 0.27% | 128 |
|
|
2015
Q1 | $340K | Buy |
+4,424
| New | +$340K | 0.09% | 184 |
|