Goepper Burkhardt’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 | $738K | Buy |
6,252
+2,618
| +72% | +$309K | 0.27% | 44 |
|
|
2025
Q1 | $443K | Sell |
3,634
-20
| -0.5% | -$2.44K | 0.18% | 64 |
|
|
2024
Q4 | $394K | Sell |
3,654
-1,563
| -30% | -$168K | 0.16% | 59 |
|
|
2024
Q3 | $601K | Sell |
5,217
-550
| -10% | -$63.4K | 0.25% | 46 |
|
|
2024
Q2 | $578K | Hold |
5,767
| – | – | 0.26% | 45 |
|
|
2024
Q1 | $592K | Buy |
5,767
+1,106
| +24% | +$114K | 0.28% | 42 |
|
|
2023
Q4 | $427K | Hold |
4,661
| – | – | 0.21% | 52 |
|
|
2023
Q3 | $411K | Hold |
4,661
| – | – | 0.25% | 41 |
|
|
2023
Q2 | $418K | Sell |
4,661
-3
| -0.1% | -$269 | 0.25% | 41 |
|
|
2023
Q1 | $450K | Sell |
4,664
-1
| -0% | -$96 | 0.29% | 35 |
|
|
2022
Q4 | $480K | Sell |
4,665
-1,350
| -22% | -$139K | 0.34% | 33 |
|
|
2022
Q3 | $560K | Hold |
6,015
| – | – | 0.42% | 29 |
|
|
2022
Q2 | $645K | Hold |
6,015
| – | – | 0.45% | 29 |
|
|
2022
Q1 | $672K | Sell |
6,015
-206
| -3% | -$23K | 0.41% | 30 |
|
|
2021
Q4 | $653K | Buy |
6,221
+206
| +3% | +$21.6K | 0.39% | 30 |
|
|
2021
Q3 | $587K | Sell |
6,015
-1
| -0% | -$98 | 0.37% | 32 |
|
|
2021
Q2 | $594K | Buy |
6,016
+1
| +0% | +$99 | 0.38% | 32 |
|
|
2021
Q1 | $581K | Hold |
6,015
| – | – | 0.39% | 32 |
|
|
2020
Q4 | $551K | Buy |
+6,015
| New | +$551K | 0.4% | 32 |
|