GCA
Greenwood Capital Associates’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
25,588
-6,411
| -20% | -$757K | 0.38% | 82 |
|
|
2025
Q1 | $3.9M | Buy |
31,999
+912
| +3% | +$111K | 0.53% | 69 |
|
|
2024
Q4 | $3.35M | Buy |
31,087
+1,480
| +5% | +$159K | 0.44% | 71 |
|
|
2024
Q3 | $3.41M | Buy |
29,607
+23
| +0.1% | +$2.65K | 0.44% | 68 |
|
|
2024
Q2 | $2.97M | Sell |
29,584
-142
| -0.5% | -$14.2K | 0.39% | 77 |
|
|
2024
Q1 | $2.87M | Sell |
29,726
-310
| -1% | -$30K | 0.38% | 73 |
|
|
2023
Q4 | $2.91M | Sell |
30,036
-288
| -0.9% | -$27.9K | 0.38% | 77 |
|
|
2023
Q3 | $2.68M | Buy |
30,324
+1,549
| +5% | +$137K | 0.39% | 78 |
|
|
2023
Q2 | $2.58M | Sell |
28,775
-104
| -0.4% | -$9.33K | 0.36% | 75 |
|
|
2023
Q1 | $2.79M | Buy |
28,879
+2,105
| +8% | +$203K | 0.4% | 71 |
|
|
2022
Q4 | $2.76M | Buy |
26,774
+3,254
| +14% | +$335K | 0.45% | 60 |
|
|
2022
Q3 | $2.19M | Buy |
23,520
+345
| +1% | +$32.1K | 0.38% | 66 |
|
|
2022
Q2 | $2.49M | Buy |
23,175
+22,205
| +2,289% | +$2.38M | 0.4% | 65 |
|
|
2022
Q1 | $108K | Sell |
970
-16,025
| -94% | -$1.78M | 0.03% | 151 |
|
|
2021
Q4 | $1.78M | Buy |
16,995
+2,423
| +17% | +$254K | 0.25% | 76 |
|
|
2021
Q3 | $1.42M | Buy |
14,572
+1,563
| +12% | +$153K | 0.22% | 84 |
|
|
2021
Q2 | $1.29M | Buy |
13,009
+2,148
| +20% | +$212K | 0.19% | 89 |
|
|
2021
Q1 | $1.05M | Buy |
10,861
+3,135
| +41% | +$303K | 0.16% | 102 |
|
|
2020
Q4 | $707K | Buy |
7,726
+3,545
| +85% | +$324K | 0.12% | 134 |
|
|
2020
Q3 | $370K | Buy |
4,181
+1,132
| +37% | +$100K | 0.07% | 151 |
|
|
2020
Q2 | $244K | Sell |
3,049
-31
| -1% | -$2.48K | 0.06% | 164 |
|
|
2020
Q1 | $249K | Buy |
3,080
+814
| +36% | +$65.8K | 0.07% | 121 |
|
|
2019
Q4 | $207K | Hold |
2,266
| – | – | 0.04% | 185 |
|
|
2019
Q3 | $218K | Sell |
2,266
-80
| -3% | -$7.7K | 0.05% | 157 |
|
|
2019
Q2 | $207K | Hold |
2,346
| – | – | 0.05% | 164 |
|
|
2019
Q1 | $211K | Buy |
+2,346
| New | +$211K | 0.05% | 158 |
|
|
2015
Q2 | – | Sell |
-2,740
| Closed | -$210K | – | 162 |
|
|
2015
Q1 | $210K | Buy |
+2,740
| New | +$210K | 0.06% | 148 |
|