EWM
Empirical Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Buy |
26,373
+3,764
| +17% | +$444K | 0.07% | 173 |
|
|
2025
Q1 | $2.76M | Buy |
22,609
+18,488
| +449% | +$2.25M | 0.07% | 172 |
|
|
2024
Q4 | $444K | Buy |
4,121
+1,458
| +55% | +$157K | 0.01% | 405 |
|
|
2024
Q3 | $307K | Buy |
2,663
+398
| +18% | +$45.9K | 0.01% | 458 |
|
|
2024
Q2 | $227K | Sell |
2,265
-2,145
| -49% | -$215K | 0.01% | 509 |
|
|
2024
Q1 | $426K | Sell |
4,410
-1,777
| -29% | -$172K | 0.01% | 365 |
|
|
2023
Q4 | $600K | Buy |
6,187
+2,199
| +55% | +$213K | 0.02% | 299 |
|
|
2023
Q3 | $352K | Buy |
3,988
+1,145
| +40% | +$101K | 0.01% | 342 |
|
|
2023
Q2 | $255K | Buy |
+2,843
| New | +$255K | 0.01% | 396 |
|
|
2022
Q4 | – | Sell |
-2,767
| Closed | -$257K | – | 459 |
|
|
2022
Q3 | $257K | Sell |
2,767
-321
| -10% | -$29.8K | 0.01% | 404 |
|
|
2022
Q2 | $331K | Buy |
3,088
+329
| +12% | +$35.3K | 0.02% | 365 |
|
|
2022
Q1 | $308K | Sell |
2,759
-1,634
| -37% | -$182K | 0.02% | 400 |
|
|
2021
Q4 | $461K | Sell |
4,393
-358
| -8% | -$37.6K | 0.02% | 349 |
|
|
2021
Q3 | $464K | Buy |
4,751
+2,235
| +89% | +$218K | 0.03% | 312 |
|
|
2021
Q2 | $248K | Buy |
2,516
+64
| +3% | +$6.31K | 0.02% | 396 |
|
|
2021
Q1 | $237K | Sell |
2,452
-1,400
| -36% | -$135K | 0.02% | 347 |
|
|
2020
Q4 | $353K | Buy |
3,852
+2
| +0.1% | +$183 | 0.03% | 287 |
|
|
2020
Q3 | $341K | Sell |
3,850
-1,552
| -29% | -$137K | 0.03% | 263 |
|
|
2020
Q2 | $432K | Sell |
5,402
-428
| -7% | -$34.2K | 0.04% | 227 |
|
|
2020
Q1 | $472K | Buy |
5,830
+2,741
| +89% | +$222K | 0.05% | 190 |
|
|
2019
Q4 | $282K | Buy |
+3,089
| New | +$282K | 0.03% | 266 |
|