Charles D. Hyman’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.1M | Sell |
170,889
-1,446
| -0.8% | -$145K | 0.95% | 34 |
|
|
2024
Q1 | $16.7M | Sell |
172,335
-469
| -0.3% | -$44.5K | 0.92% | 35 |
|
|
2023
Q4 | $16.8M | Sell |
172,804
-3,887
| -2% | -$354K | 1% | 32 |
|
|
2023
Q3 | $15.6M | Sell |
176,691
-204
| -0.1% | -$18.7K | 1.01% | 31 |
|
|
2023
Q2 | $15.9M | Sell |
176,895
-287
| -0.2% | -$27.1K | 1% | 32 |
|
|
2023
Q1 | $17.1M | Sell |
177,182
-252
| -0.1% | -$24.9K | 1.14% | 30 |
|
|
2022
Q4 | $18.3M | Sell |
177,434
-567
| -0.3% | -$54.4K | 1.25% | 28 |
|
|
2022
Q3 | $16.6M | Sell |
178,001
-3,667
| -2% | -$394K | 1.27% | 25 |
|
|
2022
Q2 | $19.5M | Sell |
181,668
-1,275
| -0.7% | -$140K | 1.42% | 24 |
|
|
2022
Q1 | $20.4M | Buy |
182,943
+1,011
| +0.6% | +$105K | 1.29% | 26 |
|
|
2021
Q4 | $19.1M | Buy |
181,932
+4,240
| +2% | +$430K | 1.21% | 28 |
|
|
2021
Q3 | $17.3M | Buy |
177,692
+6,193
| +4% | +$641K | 1.21% | 26 |
|
|
2021
Q2 | $16.9M | Sell |
171,499
-2,736
| -2% | -$275K | 1.18% | 29 |
|
|
2021
Q1 | $16.8M | Buy |
174,235
+4,251
| +3% | +$388K | 1.23% | 27 |
|
|
2020
Q4 | $15.6M | Buy |
169,984
+5,644
| +3% | +$522K | 1.25% | 26 |
|
|
2020
Q3 | $14.6M | Sell |
164,340
-433
| -0.3% | -$35.7K | 1.29% | 26 |
|
|
2020
Q2 | $13.2M | Buy |
164,773
+14,162
| +9% | +$1.2M | 1.27% | 27 |
|
|
2020
Q1 | $12.2M | Sell |
150,611
-1,341
| -0.9% | -$123K | 1.53% | 24 |
|
|
2019
Q4 | $13.9M | Sell |
151,952
-1,078
| -0.7% | -$98.8K | 1.36% | 28 |
|
|
2019
Q3 | $14.7M | Sell |
153,030
-958
| -0.6% | -$87.2K | 1.53% | 27 |
|
|
2019
Q2 | $13.6M | Buy |
153,988
+854
| +0.6% | +$75.5K | 1.42% | 26 |
|
|
2019
Q1 | $13.8M | Buy |
153,134
+5,093
| +3% | +$449K | 1.42% | 25 |
|
|
2018
Q4 | $12.8M | Sell |
148,041
-156
| -0.1% | -$13.3K | 1.52% | 24 |
|
|
2018
Q3 | $11.9M | Buy |
148,197
+1,669
| +1% | +$135K | 1.23% | 29 |
|
|
2018
Q2 | $11.6M | Buy |
146,528
+1,226
| +0.8% | +$94.3K | 1.3% | 27 |
|
|
2018
Q1 | $11.3M | Buy |
145,302
+1,560
| +1% | +$121K | 1.3% | 26 |
|
|
2017
Q4 | $12.1M | Buy |
143,742
+4,533
| +3% | +$396K | 1.39% | 26 |
|
|
2017
Q3 | $11.7M | Sell |
139,209
-2,242
| -2% | -$192K | 1.45% | 26 |
|
|
2017
Q2 | $11.8M | Buy |
141,451
+4,524
| +3% | +$380K | 1.51% | 25 |
|
|
2017
Q1 | $11.2M | Buy |
136,927
+3,633
| +3% | +$289K | 1.49% | 25 |
|
|
2016
Q4 | $10.3M | Sell |
133,294
-1,032
| -0.8% | -$79K | 1.46% | 29 |
|
|
2016
Q3 | $10.8M | Buy |
134,326
+4,742
| +4% | +$393K | 1.6% | 21 |
|
|
2016
Q2 | $11.1M | Buy |
129,584
+4,755
| +4% | +$380K | 1.67% | 19 |
|
|
2016
Q1 | $10.1M | Buy |
124,829
+2,658
| +2% | +$201K | 1.59% | 21 |
|
|
2015
Q4 | $8.72M | Sell |
122,171
-497
| -0.4% | -$34.9K | 1.44% | 26 |
|
|
2015
Q3 | $8.82M | Sell |
122,668
-4,335
| -3% | -$314K | 1.55% | 24 |
|
|
2015
Q2 | $8.97M | Sell |
127,003
-714
| -0.6% | -$54K | 1.44% | 28 |
|
|
2015
Q1 | $9.81M | Sell |
127,717
-414
| -0.3% | -$33.6K | 1.57% | 24 |
|
|
2014
Q4 | $10.7M | Buy |
128,131
+1,253
| +1% | +$101K | 1.73% | 18 |
|
|
2014
Q3 | $9.49M | Buy |
126,878
+2,902
| +2% | +$212K | 1.59% | 23 |
|
|
2014
Q2 | $9.2M | Buy |
123,976
+2,081
| +2% | +$150K | 1.55% | 23 |
|
|
2014
Q1 | $8.68M | Sell |
121,895
-7,027
| -5% | -$490K | 1.57% | 23 |
|
|
2013
Q4 | $8.9M | Sell |
128,922
-865
| -0.7% | -$60.5K | 1.63% | 20 |
|
|
2013
Q3 | $8.67M | Sell |
129,787
-540
| -0.4% | -$36.8K | 1.72% | 18 |
|
|
2013
Q2 | $8.8M | Buy |
+130,327
| New | +$9.21M | 1.81% | 17 |
|
Other funds holding DUK
Charles D. Hyman's DUK Position: Q2 2024 in Review
Charles D. Hyman reduced its Duke Energy (DUK) stake by 0.84% in Q2 2024, selling an estimated $145K and leaving 170,889 shares worth $17.1M. The position accounts for 0.95% of the portfolio, ranked #34.
Charles D. Hyman first reported a position in DUK in Q2 2013 and has held it in 45 quarters since. The position peaked at $20.4M in Q1 2022. 1,973 funds tracked by Wall St. Rank hold DUK as of Q2 2024.
- Charles D. Hyman held 170,889 shares of Duke Energy worth $17.1M as of Q2 2024.
- Charles D. Hyman sold 1,446 Duke Energy shares in Q2 2024, an estimated $145K.
- Duke Energy made up 0.95% of Charles D. Hyman's portfolio in Q2 2024, its #34 holding.
- Charles D. Hyman first reported a position in Duke Energy in Q2 2013 and has held it in 45 quarters since.
- Charles D. Hyman's Duke Energy position peaked at $20.4M in Q1 2022.
- 1,973 funds tracked by Wall St. Rank held Duke Energy as of Q2 2024.
Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.