Canton Hathaway’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 | $39K | Hold |
331
| – | – | 0.01% | 217 |
|
|
2025
Q1 | $40K | Sell |
331
-140
| -30% | -$16.9K | 0.01% | 214 |
|
|
2024
Q4 | $51K | Hold |
471
| – | – | 0.01% | 162 |
|
|
2024
Q3 | $54K | Hold |
471
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $47K | Hold |
471
| – | – | 0.01% | 162 |
|
|
2024
Q1 | $46K | Hold |
471
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $46K | Hold |
471
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $42K | Hold |
471
| – | – | 0.01% | 162 |
|
|
2023
Q2 | $42K | Hold |
471
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $45K | Sell |
471
-66
| -12% | -$6.31K | 0.02% | 162 |
|
|
2022
Q4 | $55K | Hold |
537
| – | – | 0.02% | 156 |
|
|
2022
Q3 | $50K | Hold |
537
| – | – | 0.02% | 152 |
|
|
2022
Q2 | $58K | Hold |
537
| – | – | 0.02% | 149 |
|
|
2022
Q1 | $60K | Hold |
537
| – | – | 0.02% | 163 |
|
|
2021
Q4 | $56K | Hold |
537
| – | – | 0.02% | 179 |
|
|
2021
Q3 | $52K | Buy |
537
+140
| +35% | +$13.6K | 0.01% | 182 |
|
|
2021
Q2 | $39K | Buy |
397
+31
| +8% | +$3.05K | 0.01% | 179 |
|
|
2021
Q1 | $35K | Buy |
366
+138
| +61% | +$13.2K | 0.01% | 189 |
|
|
2020
Q4 | $21K | Buy |
+228
| New | +$21K | 0.01% | 196 |
|
|
2020
Q3 | – | Sell |
-147
| Closed | -$12K | – | 281 |
|
|
2020
Q2 | $12K | Hold |
147
| – | – | 0.01% | 140 |
|
|
2020
Q1 | $12K | Sell |
147
-140
| -49% | -$11.4K | 0.01% | 135 |
|
|
2019
Q4 | $26K | Hold |
287
| – | – | 0.01% | 157 |
|
|
2019
Q3 | $28K | Hold |
287
| – | – | 0.02% | 151 |
|
|
2019
Q2 | $25K | Hold |
287
| – | – | 0.01% | 163 |
|
|
2019
Q1 | $25K | Buy |
+287
| New | +$25K | 0.01% | 164 |
|