GC
Grimes & Company’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
9,400
+40
| +0.4% | +$4.72K | 0.03% | 206 |
|
|
2025
Q1 | $1.14M | Buy |
9,360
+387
| +4% | +$47.2K | 0.04% | 181 |
|
|
2024
Q4 | $967K | Sell |
8,973
-163
| -2% | -$17.6K | 0.03% | 197 |
|
|
2024
Q3 | $1.05M | Buy |
9,136
+938
| +11% | +$108K | 0.03% | 182 |
|
|
2024
Q2 | $822K | Sell |
8,198
-690
| -8% | -$69.2K | 0.02% | 186 |
|
|
2024
Q1 | $860K | Buy |
8,888
+65
| +0.7% | +$6.29K | 0.03% | 189 |
|
|
2023
Q4 | $856K | Buy |
8,823
+164
| +2% | +$15.9K | 0.03% | 182 |
|
|
2023
Q3 | $764K | Sell |
8,659
-42
| -0.5% | -$3.71K | 0.03% | 180 |
|
|
2023
Q2 | $781K | Buy |
8,701
+96
| +1% | +$8.62K | 0.03% | 175 |
|
|
2023
Q1 | $830K | Buy |
8,605
+504
| +6% | +$48.6K | 0.03% | 165 |
|
|
2022
Q4 | $834K | Buy |
8,101
+23
| +0.3% | +$2.37K | 0.04% | 170 |
|
|
2022
Q3 | $752K | Sell |
8,078
-387
| -5% | -$36K | 0.04% | 161 |
|
|
2022
Q2 | $907K | Buy |
8,465
+368
| +5% | +$39.4K | 0.05% | 153 |
|
|
2022
Q1 | $904K | Sell |
8,097
-62
| -0.8% | -$6.92K | 0.05% | 162 |
|
|
2021
Q4 | $856K | Sell |
8,159
-193
| -2% | -$20.2K | 0.04% | 172 |
|
|
2021
Q3 | $815K | Buy |
8,352
+35
| +0.4% | +$3.42K | 0.04% | 168 |
|
|
2021
Q2 | $821K | Buy |
8,317
+11
| +0.1% | +$1.09K | 0.04% | 164 |
|
|
2021
Q1 | $802K | Sell |
8,306
-1,009
| -11% | -$97.4K | 0.04% | 157 |
|
|
2020
Q4 | $853K | Buy |
9,315
+80
| +0.9% | +$7.33K | 0.04% | 149 |
|
|
2020
Q3 | $818K | Sell |
9,235
-44
| -0.5% | -$3.9K | 0.05% | 141 |
|
|
2020
Q2 | $741K | Buy |
9,279
+148
| +2% | +$11.8K | 0.05% | 143 |
|
|
2020
Q1 | $739K | Buy |
9,131
+754
| +9% | +$61K | 0.07% | 127 |
|
|
2019
Q4 | $764K | Buy |
8,377
+666
| +9% | +$60.7K | 0.05% | 154 |
|
|
2019
Q3 | $739K | Buy |
7,711
+12
| +0.2% | +$1.15K | 0.05% | 147 |
|
|
2019
Q2 | $679K | Sell |
7,699
-315
| -4% | -$27.8K | 0.05% | 150 |
|
|
2019
Q1 | $721K | Sell |
8,014
-878
| -10% | -$79K | 0.06% | 134 |
|
|
2018
Q4 | $767K | Buy |
8,892
+63
| +0.7% | +$5.43K | 0.07% | 121 |
|
|
2018
Q3 | $707K | Buy |
8,829
+513
| +6% | +$41.1K | 0.06% | 137 |
|
|
2018
Q2 | $658K | Buy |
8,316
+129
| +2% | +$10.2K | 0.06% | 139 |
|
|
2018
Q1 | $634K | Buy |
8,187
+579
| +8% | +$44.8K | 0.06% | 136 |
|
|
2017
Q4 | $640K | Sell |
7,608
-104
| -1% | -$8.75K | 0.06% | 129 |
|
|
2017
Q3 | $647K | Buy |
7,712
+90
| +1% | +$7.55K | 0.07% | 120 |
|
|
2017
Q2 | $637K | Buy |
7,622
+9
| +0.1% | +$752 | 0.07% | 124 |
|
|
2017
Q1 | $624K | Buy |
7,613
+10
| +0.1% | +$820 | 0.07% | 126 |
|
|
2016
Q4 | $590K | Buy |
7,603
+109
| +1% | +$8.46K | 0.07% | 127 |
|
|
2016
Q3 | $600K | Sell |
7,494
-123
| -2% | -$9.85K | 0.08% | 124 |
|
|
2016
Q2 | $654K | Buy |
7,617
+261
| +4% | +$22.4K | 0.09% | 116 |
|
|
2016
Q1 | $594K | Buy |
7,356
+9
| +0.1% | +$727 | 0.08% | 114 |
|
|
2015
Q4 | $525K | Buy |
7,347
+92
| +1% | +$6.57K | 0.07% | 119 |
|
|
2015
Q3 | $522K | Hold |
7,255
| – | – | 0.07% | 113 |
|
|
2015
Q2 | $512K | Sell |
7,255
-360
| -5% | -$25.4K | 0.07% | 111 |
|
|
2015
Q1 | $585K | Buy |
7,615
+360
| +5% | +$27.7K | 0.14% | 90 |
|
|
2014
Q4 | $606K | Sell |
7,255
-1,664
| -19% | -$139K | 0.16% | 95 |
|
|
2014
Q3 | $667K | Sell |
8,919
-137
| -2% | -$10.2K | 0.17% | 88 |
|
|
2014
Q2 | $672K | Buy |
9,056
+48
| +0.5% | +$3.56K | 0.18% | 90 |
|
|
2014
Q1 | $642K | Buy |
9,008
+184
| +2% | +$13.1K | 0.18% | 88 |
|
|
2013
Q4 | $609K | Buy |
8,824
+67
| +0.8% | +$4.62K | 0.18% | 85 |
|
|
2013
Q3 | $585K | Sell |
8,757
-398
| -4% | -$26.6K | 0.2% | 84 |
|
|
2013
Q2 | $618K | Buy |
+9,155
| New | +$618K | 0.23% | 82 |
|