Elmwood 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 | $309K | Buy |
2,620
+9
| +0.3% | +$1.06K | 0.12% | 111 |
|
|
2025
Q1 | $318K | Sell |
2,611
-100
| -4% | -$12.2K | 0.13% | 110 |
|
|
2024
Q4 | $292K | Hold |
2,711
| – | – | 0.12% | 113 |
|
|
2024
Q3 | $313K | Sell |
2,711
-107
| -4% | -$12.3K | 0.13% | 112 |
|
|
2024
Q2 | $282K | Sell |
2,818
-25
| -0.9% | -$2.51K | 0.13% | 113 |
|
|
2024
Q1 | $275K | Buy |
2,843
+408
| +17% | +$39.5K | 0.12% | 112 |
|
|
2023
Q4 | $236K | Sell |
2,435
-409
| -14% | -$39.7K | 0.17% | 102 |
|
|
2023
Q3 | $251K | Buy |
2,844
+1
| +0% | +$88 | 0.12% | 113 |
|
|
2023
Q2 | $255K | Hold |
2,843
| – | – | 0.12% | 110 |
|
|
2023
Q1 | $274K | Sell |
2,843
-318
| -10% | -$30.7K | 0.13% | 111 |
|
|
2022
Q4 | $326K | Sell |
3,161
-2,687
| -46% | -$277K | 0.16% | 102 |
|
|
2022
Q3 | $544K | Hold |
5,848
| – | – | 0.27% | 86 |
|
|
2022
Q2 | $627K | Sell |
5,848
-100
| -2% | -$10.7K | 0.36% | 83 |
|
|
2022
Q1 | $664K | Sell |
5,948
-10
| -0.2% | -$1.12K | 0.34% | 82 |
|
|
2021
Q4 | $625K | Buy |
+5,958
| New | +$625K | 0.3% | 82 |
|
|
2021
Q2 | $487K | Hold |
4,933
| – | – | 0.26% | 82 |
|
|
2021
Q1 | $476K | Buy |
+4,933
| New | +$476K | 0.29% | 80 |
|
|
2020
Q3 | $620K | Hold |
7,758
| – | – | 0.5% | 65 |
|
|
2020
Q2 | $620K | Buy |
+7,758
| New | +$620K | 0.5% | 65 |
|
|
2019
Q4 | – | Sell |
-232
| Closed | -$22K | – | 125 |
|
|
2019
Q3 | $22K | Hold |
232
| – | – | 0.02% | 139 |
|
|
2019
Q2 | $20K | Buy |
+232
| New | +$20K | 0.02% | 160 |
|