Hall Capital Management’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 | $2.79M | Buy |
23,671
+232
| +1% | +$27.4K | 1.18% | 30 |
|
|
2025
Q1 | $2.86M | Buy |
23,439
+627
| +3% | +$76.5K | 1.32% | 26 |
|
|
2024
Q4 | $2.46M | Buy |
+22,812
| New | +$2.46M | 1.15% | 31 |
|
|
2024
Q2 | $2.73M | Sell |
27,273
-1,088
| -4% | -$109K | 1.3% | 28 |
|
|
2024
Q1 | $2.74M | Sell |
28,361
-1,877
| -6% | -$182K | 1.35% | 28 |
|
|
2023
Q4 | $2.93M | Sell |
30,238
-7,430
| -20% | -$721K | 1.72% | 19 |
|
|
2023
Q3 | $3.32M | Buy |
37,668
+25
| +0.1% | +$2.21K | 2.13% | 15 |
|
|
2023
Q2 | $3.38M | Buy |
37,643
+1,739
| +5% | +$156K | 1.91% | 17 |
|
|
2023
Q1 | $3.46M | Buy |
35,904
+118
| +0.3% | +$11.4K | 2.05% | 16 |
|
|
2022
Q4 | $3.69M | Buy |
35,786
+3,288
| +10% | +$339K | 2.21% | 13 |
|
|
2022
Q3 | $3.02M | Buy |
32,498
+6,419
| +25% | +$597K | 2.01% | 15 |
|
|
2022
Q2 | $2.8M | Buy |
26,079
+8,245
| +46% | +$884K | 1.84% | 23 |
|
|
2022
Q1 | $1.99M | Buy |
17,834
+2,839
| +19% | +$317K | 1.17% | 35 |
|
|
2021
Q4 | $1.57M | Sell |
14,995
-300
| -2% | -$31.5K | 0.89% | 37 |
|
|
2021
Q3 | $1.49M | Buy |
15,295
+250
| +2% | +$24.4K | 0.95% | 36 |
|
|
2021
Q2 | $1.49M | Buy |
+15,045
| New | +$1.49M | 0.96% | 36 |
|
|
2020
Q4 | $1.39M | Sell |
15,142
-130
| -0.9% | -$11.9K | 1% | 35 |
|
|
2020
Q3 | $1.35M | Sell |
15,272
-513
| -3% | -$45.4K | 1.07% | 32 |
|
|
2020
Q2 | $1.26M | Sell |
15,785
-95
| -0.6% | -$7.59K | 1.06% | 32 |
|
|
2020
Q1 | $1.28M | Sell |
15,880
-938
| -6% | -$75.8K | 1.31% | 28 |
|
|
2019
Q4 | $1.53M | Sell |
16,818
-270
| -2% | -$24.6K | 1.25% | 31 |
|
|
2019
Q3 | $1.64M | Sell |
17,088
-65
| -0.4% | -$6.23K | 1.43% | 29 |
|
|
2019
Q2 | $1.51M | Sell |
17,153
-380
| -2% | -$33.5K | 1.29% | 31 |
|
|
2019
Q1 | $1.58M | Sell |
17,533
-10
| -0.1% | -$900 | 1.37% | 28 |
|
|
2018
Q4 | $1.51M | Buy |
17,543
+400
| +2% | +$34.5K | 1.51% | 26 |
|
|
2018
Q3 | $1.37M | Buy |
17,143
+110
| +0.6% | +$8.8K | 1.19% | 32 |
|
|
2018
Q2 | $1.35M | Sell |
17,033
-1,080
| -6% | -$85.4K | 1.27% | 32 |
|
|
2018
Q1 | $1.4M | Sell |
18,113
-2,275
| -11% | -$176K | 1.35% | 30 |
|
|
2017
Q4 | $1.72M | Sell |
20,388
-520
| -2% | -$43.7K | 1.5% | 27 |
|
|
2017
Q3 | $1.76M | Buy |
20,908
+205
| +1% | +$17.2K | 1.62% | 23 |
|
|
2017
Q2 | $1.73M | Buy |
20,703
+16,125
| +352% | +$1.35M | 1.63% | 25 |
|
|
2017
Q1 | $375K | Buy |
4,578
+265
| +6% | +$21.7K | 0.36% | 65 |
|
|
2016
Q4 | $334K | Buy |
+4,313
| New | +$334K | 0.33% | 63 |
|
|
2015
Q3 | $250K | Sell |
3,482
-1,476
| -30% | -$106K | 0.3% | 67 |
|
|
2015
Q2 | $350K | Sell |
4,958
-1,030
| -17% | -$72.7K | 0.4% | 61 |
|
|
2015
Q1 | $459K | Buy |
5,988
+75
| +1% | +$5.75K | 0.48% | 62 |
|
|
2014
Q4 | $493K | Buy |
+5,913
| New | +$493K | 0.51% | 57 |
|