Chesapeake 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 | $206K | Sell |
1,748
-15
| -0.9% | -$1.77K | 0.07% | 157 |
|
|
2025
Q1 | $215K | Buy |
+1,763
| New | +$215K | 0.08% | 151 |
|
|
2024
Q4 | – | Sell |
-1,763
| Closed | -$203K | – | 161 |
|
|
2024
Q3 | $203K | Buy |
+1,763
| New | +$203K | 0.07% | 156 |
|
|
2023
Q2 | – | Sell |
-2,262
| Closed | -$218K | – | 158 |
|
|
2023
Q1 | $218K | Hold |
2,262
| – | – | 0.09% | 152 |
|
|
2022
Q4 | $233K | Sell |
2,262
-30
| -1% | -$3.09K | 0.1% | 147 |
|
|
2022
Q3 | $213K | Sell |
2,292
-105
| -4% | -$9.76K | 0.1% | 154 |
|
|
2022
Q2 | $257K | Hold |
2,397
| – | – | 0.11% | 154 |
|
|
2022
Q1 | $268K | Buy |
+2,397
| New | +$268K | 0.1% | 162 |
|
|
2021
Q3 | – | Sell |
-2,287
| Closed | -$226K | – | 205 |
|
|
2021
Q2 | $226K | Hold |
2,287
| – | – | 0.07% | 210 |
|
|
2021
Q1 | $221K | Hold |
2,287
| – | – | 0.07% | 209 |
|
|
2020
Q4 | $209K | Sell |
2,287
-50
| -2% | -$4.57K | 0.07% | 202 |
|
|
2020
Q3 | $207K | Sell |
2,337
-575
| -20% | -$50.9K | 0.08% | 188 |
|
|
2020
Q2 | $233K | Sell |
2,912
-834
| -22% | -$66.7K | 0.09% | 182 |
|
|
2020
Q1 | $303K | Sell |
3,746
-250
| -6% | -$20.2K | 0.14% | 137 |
|
|
2019
Q4 | $364K | Buy |
3,996
+220
| +6% | +$20K | 0.14% | 143 |
|
|
2019
Q3 | $362K | Buy |
3,776
+1,000
| +36% | +$95.9K | 0.15% | 139 |
|
|
2019
Q2 | $245K | Buy |
2,776
+425
| +18% | +$37.5K | 0.1% | 169 |
|
|
2019
Q1 | $212K | Buy |
2,351
+27
| +1% | +$2.44K | 0.09% | 175 |
|
|
2018
Q4 | $201K | Buy |
+2,324
| New | +$201K | 0.1% | 176 |
|