Eliot Finkel Investment Counsel’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 | $5.72M | Sell |
48,449
-685
| -1% | -$80.8K | 3.68% | 11 |
|
|
2025
Q1 | $5.99M | Sell |
49,134
-630
| -1% | -$76.8K | 4.08% | 11 |
|
|
2024
Q4 | $5.36M | Sell |
49,764
-90
| -0.2% | -$9.7K | 3.41% | 13 |
|
|
2024
Q3 | $5.75M | Sell |
49,854
-430
| -0.9% | -$49.6K | 3.53% | 14 |
|
|
2024
Q2 | $5.04M | Sell |
50,284
-175
| -0.3% | -$17.5K | 3.32% | 16 |
|
|
2024
Q1 | $4.88M | Sell |
50,459
-900
| -2% | -$87K | 3.15% | 16 |
|
|
2023
Q4 | $4.98M | Sell |
51,359
-445
| -0.9% | -$43.2K | 3.35% | 14 |
|
|
2023
Q3 | $4.57M | Sell |
51,804
-300
| -0.6% | -$26.5K | 3.07% | 16 |
|
|
2023
Q2 | $4.68M | Sell |
52,104
-3,925
| -7% | -$352K | 2.97% | 16 |
|
|
2023
Q1 | $5.41M | Sell |
56,029
-90
| -0.2% | -$8.68K | 3.45% | 16 |
|
|
2022
Q4 | $5.78M | Sell |
56,119
-60
| -0.1% | -$6.18K | 3.66% | 14 |
|
|
2022
Q3 | $5.23M | Sell |
56,179
-180
| -0.3% | -$16.7K | 3.87% | 13 |
|
|
2022
Q2 | $6.04M | Sell |
56,359
-130
| -0.2% | -$13.9K | 4.38% | 12 |
|
|
2022
Q1 | $6.31M | Sell |
56,489
-1,160
| -2% | -$130K | 3.72% | 11 |
|
|
2021
Q4 | $6.05M | Sell |
57,649
-970
| -2% | -$102K | 3.54% | 12 |
|
|
2021
Q3 | $5.72M | Buy |
58,619
+1,130
| +2% | +$110K | 3.67% | 12 |
|
|
2021
Q2 | $5.68M | Sell |
57,489
-70
| -0.1% | -$6.91K | 3.65% | 12 |
|
|
2021
Q1 | $5.56M | Hold |
57,559
| – | – | 3.57% | 13 |
|
|
2020
Q4 | $5.27M | Sell |
57,559
-190
| -0.3% | -$17.4K | 3.98% | 13 |
|
|
2020
Q3 | $5.11M | Sell |
57,749
-20
| -0% | -$1.77K | 4.56% | 10 |
|
|
2020
Q2 | $4.62M | Buy |
57,769
+19,474
| +51% | +$1.56M | 4.57% | 10 |
|
|
2020
Q1 | $3.1M | Sell |
38,295
-700
| -2% | -$56.6K | 3.38% | 14 |
|
|
2019
Q4 | $3.56M | Sell |
38,995
-380
| -1% | -$34.7K | 2.3% | 22 |
|
|
2019
Q3 | $3.77M | Sell |
39,375
-680
| -2% | -$65.2K | 2.69% | 18 |
|
|
2019
Q2 | $3.53M | Hold |
40,055
| – | – | 2.27% | 22 |
|
|
2019
Q1 | $3.61M | Sell |
40,055
-170
| -0.4% | -$15.3K | 2.39% | 21 |
|
|
2018
Q4 | $3.47M | Sell |
40,225
-80
| -0.2% | -$6.9K | 2.54% | 18 |
|
|
2018
Q3 | $3.23M | Sell |
40,305
-990
| -2% | -$79.2K | 2.05% | 23 |
|
|
2018
Q2 | $3.27M | Sell |
41,295
-400
| -1% | -$31.6K | 2.21% | 27 |
|
|
2018
Q1 | $3.23M | Buy |
41,695
+530
| +1% | +$41.1K | 2.27% | 25 |
|
|
2017
Q4 | $3.46M | Buy |
41,165
+1,050
| +3% | +$88.3K | 2.28% | 24 |
|
|
2017
Q3 | $3.37M | Sell |
40,115
-185
| -0.5% | -$15.5K | 2.4% | 23 |
|
|
2017
Q2 | $3.37M | Hold |
40,300
| – | – | 2.47% | 24 |
|
|
2017
Q1 | $3.31M | Buy |
+40,300
| New | +$3.31M | 2.54% | 21 |
|