Godsey & Gibb Inc’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.6M | Sell |
202,322
-1,517
| -0.7% | -$191K | 2.1% | 23 |
|
|
2026
Q1 | $26.7M | Buy |
203,839
+501
| +0.2% | +$62.6K | 2.32% | 17 |
|
|
2025
Q4 | $23.8M | Buy |
203,338
+176
| +0.1% | +$21.5K | 2.14% | 21 |
|
|
2025
Q3 | $25.1M | Sell |
203,162
-1,340
| -0.7% | -$163K | 2.22% | 17 |
|
|
2025
Q2 | $24.1M | Buy |
204,502
+97
| +0% | +$11.4K | 2.26% | 19 |
|
|
2025
Q1 | $24.9M | Buy |
204,405
+2,220
| +1% | +$253K | 2.45% | 11 |
|
|
2024
Q4 | $21.8M | Buy |
202,185
+343
| +0.2% | +$38.9K | 2.17% | 20 |
|
|
2024
Q3 | $23.3M | Sell |
201,842
-61
| -0% | -$6.79K | 2.23% | 16 |
|
|
2024
Q2 | $20.2M | Buy |
201,903
+3,536
| +2% | +$354K | 2.09% | 19 |
|
|
2024
Q1 | $19.2M | Buy |
198,367
+6,254
| +3% | +$593K | 2.02% | 23 |
|
|
2023
Q4 | $18.6M | Sell |
192,113
-392
| -0.2% | -$35.7K | 2.11% | 22 |
|
|
2023
Q3 | $17M | Buy |
192,505
+5,147
| +3% | +$472K | 2.08% | 21 |
|
|
2023
Q2 | $16.8M | Buy |
187,358
+207
| +0.1% | +$19.5K | 1.91% | 30 |
|
|
2023
Q1 | $18.1M | Buy |
187,151
+1,718
| +0.9% | +$170K | 2.12% | 24 |
|
|
2022
Q4 | $19.1M | Buy |
+185,433
| New | +$17.8M | 3.62% | 12 |
|
|
2021
Q3 | – | Sell |
-179,191
| Closed | -$17.7M | – | 102 |
|
|
2021
Q2 | $17.7M | Buy |
179,191
+3,339
| +2% | +$335K | 10.57% | 6 |
|
|
2021
Q1 | $17M | Buy |
175,852
+4,638
| +3% | +$423K | 2.09% | 27 |
|
|
2020
Q4 | $15.7M | Buy |
171,214
+2,013
| +1% | +$186K | 2.11% | 29 |
|
|
2020
Q3 | $15M | Buy |
169,201
+1,164
| +0.7% | +$95.9K | 2.26% | 22 |
|
|
2020
Q2 | $13.4M | Sell |
168,037
-2,264
| -1% | -$191K | 2.15% | 27 |
|
|
2020
Q1 | $13.8M | Sell |
170,301
-3,354
| -2% | -$308K | 2.62% | 12 |
|
|
2019
Q4 | $15.8M | Buy |
173,655
+845
| +0.5% | +$77.5K | 2.22% | 27 |
|
|
2019
Q3 | $16.6M | Buy |
172,810
+39
| +0% | +$3.55K | 2.52% | 13 |
|
|
2019
Q2 | $15.2M | Buy |
172,771
+10,104
| +6% | +$893K | 2.2% | 26 |
|
|
2019
Q1 | $14.6M | Buy |
162,667
+5,133
| +3% | +$453K | 2.22% | 25 |
|
|
2018
Q4 | $13.6M | Buy |
157,534
+1,960
| +1% | +$167K | 2.44% | 15 |
|
|
2018
Q3 | $12.4M | Buy |
155,574
+14,523
| +10% | +$1.17M | 1.99% | 35 |
|
|
2018
Q2 | $11.2M | Sell |
141,051
-14,246
| -9% | -$1.1M | 1.93% | 35 |
|
|
2018
Q1 | $12M | Buy |
155,297
+5,517
| +4% | +$426K | 2.12% | 30 |
|
|
2017
Q4 | $12.6M | Sell |
149,780
-3,527
| -2% | -$308K | 2.12% | 35 |
|
|
2017
Q3 | $12.9M | Sell |
153,307
-6,920
| -4% | -$592K | 2.2% | 30 |
|
|
2017
Q2 | $13.4M | Buy |
160,227
+1,140
| +0.7% | +$95.8K | 2.35% | 26 |
|
|
2017
Q1 | $13M | Sell |
159,087
-371
| -0.2% | -$29.5K | 2.37% | 29 |
|
|
2016
Q4 | $12.4M | Buy |
159,458
+3,853
| +2% | +$295K | 2.3% | 31 |
|
|
2016
Q3 | $12.5M | Buy |
155,605
+3,620
| +2% | +$300K | 2.23% | 23 |
|
|
2016
Q2 | $13M | Buy |
151,985
+2,761
| +2% | +$221K | 2.37% | 17 |
|
|
2016
Q1 | $12M | Buy |
149,224
+67
| +0% | +$5.07K | 2.32% | 21 |
|
|
2015
Q4 | $10.6M | Buy |
149,157
+11,584
| +8% | +$814K | 2.1% | 30 |
|
|
2015
Q3 | $9.9M | Buy |
137,573
+2,236
| +2% | +$162K | 2.03% | 35 |
|
|
2015
Q2 | $9.56M | Buy |
135,337
+93
| +0.1% | +$7.03K | 1.7% | 43 |
|
|
2015
Q1 | $10.4M | Buy |
135,244
+5,672
| +4% | +$460K | 1.87% | 40 |
|
|
2014
Q4 | $10.8M | Buy |
129,572
+6,236
| +5% | +$503K | 2.01% | 35 |
|
|
2014
Q3 | $9.22M | Buy |
123,336
+6,525
| +6% | +$476K | 1.74% | 41 |
|
|
2014
Q2 | $8.67M | Buy |
116,811
+12,443
| +12% | +$895K | 1.64% | 43 |
|
|
2014
Q1 | $7.43M | Buy |
104,368
+17,669
| +20% | +$1.23M | 1.5% | 44 |
|
|
2013
Q4 | $5.98M | Buy |
86,699
+14,922
| +21% | +$1.04M | 1.22% | 46 |
|
|
2013
Q3 | $4.79M | Buy |
71,777
+7,254
| +11% | +$495K | 1.06% | 47 |
|
|
2013
Q2 | $4.36M | Buy |
+64,523
| New | +$4.56M | 1.01% | 47 |
|
Other funds holding DUK
SP
ORIO
MFA
DC
CNB
QCM
FCBT
CAMG