Empirical Finance’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 | $3.16M | Buy |
26,778
+178
| +0.7% | +$21K | 0.17% | 123 |
|
|
2025
Q1 | $3.24M | Buy |
26,600
+438
| +2% | +$53.4K | 0.2% | 105 |
|
|
2024
Q4 | $2.82M | Sell |
26,162
-328
| -1% | -$35.3K | 0.16% | 108 |
|
|
2024
Q3 | $3.05M | Buy |
26,490
+564
| +2% | +$65K | 0.18% | 107 |
|
|
2024
Q2 | $2.6M | Sell |
25,926
-1,762
| -6% | -$177K | 0.16% | 118 |
|
|
2024
Q1 | $2.68M | Buy |
27,688
+937
| +4% | +$90.6K | 0.16% | 121 |
|
|
2023
Q4 | $2.6M | Buy |
26,751
+193
| +0.7% | +$18.7K | 0.18% | 111 |
|
|
2023
Q3 | $2.34M | Buy |
26,558
+2,525
| +11% | +$223K | 0.17% | 115 |
|
|
2023
Q2 | $2.16M | Buy |
24,033
+2,814
| +13% | +$253K | 0.17% | 119 |
|
|
2023
Q1 | $2.05M | Buy |
21,219
+1,109
| +6% | +$107K | 0.19% | 112 |
|
|
2022
Q4 | $2.07M | Buy |
20,110
+1,569
| +8% | +$162K | 0.21% | 99 |
|
|
2022
Q3 | $1.73M | Buy |
18,541
+3,089
| +20% | +$287K | 0.2% | 102 |
|
|
2022
Q2 | $1.66M | Buy |
15,452
+839
| +6% | +$90K | 0.21% | 87 |
|
|
2022
Q1 | $1.63M | Buy |
14,613
+1,636
| +13% | +$183K | 0.18% | 104 |
|
|
2021
Q4 | $1.36M | Buy |
12,977
+3,564
| +38% | +$374K | 0.16% | 119 |
|
|
2021
Q3 | $919K | Buy |
9,413
+563
| +6% | +$55K | 0.14% | 150 |
|
|
2021
Q2 | $874K | Buy |
8,850
+1,462
| +20% | +$144K | 0.14% | 169 |
|
|
2021
Q1 | $676K | Hold |
7,388
| – | – | 0.12% | 169 |
|
|
2020
Q4 | $676K | Buy |
7,388
+1,316
| +22% | +$120K | 0.12% | 169 |
|
|
2020
Q3 | $538K | Buy |
6,072
+1,307
| +27% | +$116K | 0.12% | 165 |
|
|
2020
Q2 | $381K | Buy |
4,765
+602
| +14% | +$48.1K | 0.1% | 168 |
|
|
2020
Q1 | $337K | Buy |
4,163
+1,520
| +58% | +$123K | 0.1% | 153 |
|
|
2019
Q4 | $241K | Buy |
+2,643
| New | +$241K | 0.06% | 185 |
|
|
2017
Q1 | – | Sell |
-311
| Closed | -$25K | – | 220 |
|
|
2016
Q4 | $25K | Buy |
+311
| New | +$25K | 0.02% | 166 |
|