Hanson & Doremus Investment 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 | $1.64M | Sell |
13,919
-2,510
| -15% | -$296K | 0.22% | 66 |
|
|
2025
Q1 | $2M | Buy |
16,429
+1,603
| +11% | +$196K | 0.29% | 61 |
|
|
2024
Q4 | $1.6M | Sell |
14,826
-1,136
| -7% | -$122K | 0.25% | 60 |
|
|
2024
Q3 | $1.84M | Sell |
15,962
-1,233
| -7% | -$142K | 0.29% | 56 |
|
|
2024
Q2 | $1.72M | Sell |
17,195
-297
| -2% | -$29.8K | 0.29% | 56 |
|
|
2024
Q1 | $1.69M | Sell |
17,492
-506
| -3% | -$48.9K | 0.29% | 57 |
|
|
2023
Q4 | $1.75M | Sell |
17,998
-797
| -4% | -$77.4K | 0.33% | 57 |
|
|
2023
Q3 | $1.66M | Sell |
18,795
-724
| -4% | -$63.9K | 0.34% | 62 |
|
|
2023
Q2 | $1.75M | Sell |
19,519
-525
| -3% | -$47.1K | 0.36% | 59 |
|
|
2023
Q1 | $1.93M | Sell |
20,044
-2,543
| -11% | -$245K | 0.43% | 50 |
|
|
2022
Q4 | $2.33M | Sell |
22,587
-322
| -1% | -$33.2K | 0.5% | 45 |
|
|
2022
Q3 | $2.13M | Sell |
22,909
-45
| -0.2% | -$4.19K | 0.55% | 40 |
|
|
2022
Q2 | $2.46M | Sell |
22,954
-1,026
| -4% | -$110K | 0.6% | 33 |
|
|
2022
Q1 | $2.68M | Sell |
23,980
-176
| -0.7% | -$19.7K | 0.58% | 31 |
|
|
2021
Q4 | $2.53M | Sell |
24,156
-105
| -0.4% | -$11K | 0.54% | 32 |
|
|
2021
Q3 | $2.37M | Sell |
24,261
-3,482
| -13% | -$340K | 0.55% | 32 |
|
|
2021
Q2 | $2.46M | Buy |
27,743
+1,580
| +6% | +$140K | 0.73% | 20 |
|
|
2021
Q1 | $2.53M | Sell |
26,163
-454
| -2% | -$43.8K | 0.58% | 35 |
|
|
2020
Q4 | $2.44M | Sell |
26,617
-1,126
| -4% | -$103K | 0.61% | 33 |
|
|
2020
Q3 | $2.46M | Buy |
27,743
+111
| +0.4% | +$9.83K | 0.73% | 20 |
|
|
2020
Q2 | $2.21M | Sell |
27,632
-796
| -3% | -$63.6K | 0.7% | 24 |
|
|
2020
Q1 | $2.3M | Sell |
28,428
-332
| -1% | -$26.8K | 0.78% | 26 |
|
|
2019
Q4 | $2.62M | Buy |
28,760
+450
| +2% | +$41K | 0.75% | 27 |
|
|
2019
Q3 | $2.71M | Buy |
28,310
+1,050
| +4% | +$101K | 0.84% | 24 |
|
|
2019
Q2 | $2.41M | Sell |
27,260
-412
| -1% | -$36.3K | 0.76% | 28 |
|
|
2019
Q1 | $2.49M | Sell |
27,672
-68
| -0.2% | -$6.12K | 0.82% | 29 |
|
|
2018
Q4 | $2.39M | Sell |
27,740
-537
| -2% | -$46.3K | 0.87% | 27 |
|
|
2018
Q3 | $2.26M | Buy |
28,277
+49
| +0.2% | +$3.92K | 0.71% | 28 |
|
|
2018
Q2 | $2.23M | Sell |
28,228
-987
| -3% | -$78K | 0.73% | 28 |
|
|
2018
Q1 | $2.26M | Sell |
29,215
-189
| -0.6% | -$14.6K | 0.7% | 35 |
|
|
2017
Q4 | $2.47M | Buy |
29,404
+10
| +0% | +$841 | 0.82% | 27 |
|
|
2017
Q3 | $2.47M | Sell |
29,394
-665
| -2% | -$55.8K | 0.86% | 26 |
|
|
2017
Q2 | $2.51M | Buy |
30,059
+243
| +0.8% | +$20.3K | 0.93% | 26 |
|
|
2017
Q1 | $2.45M | Buy |
29,816
+525
| +2% | +$43.1K | 0.98% | 23 |
|
|
2016
Q4 | $2.27M | Sell |
29,291
-495
| -2% | -$38.4K | 0.98% | 25 |
|
|
2016
Q3 | $2.38M | Sell |
29,786
-1,086
| -4% | -$86.9K | 1.11% | 22 |
|
|
2016
Q2 | $2.65M | Sell |
30,872
-385
| -1% | -$33K | 1.2% | 19 |
|
|
2016
Q1 | $2.52M | Buy |
31,257
+1,282
| +4% | +$103K | 1.14% | 21 |
|
|
2015
Q4 | $2.14M | Buy |
29,975
+349
| +1% | +$24.9K | 0.97% | 29 |
|
|
2015
Q3 | $2.13M | Buy |
29,626
+320
| +1% | +$23K | 1.03% | 27 |
|
|
2015
Q2 | $2.07M | Buy |
29,306
+125
| +0.4% | +$8.83K | 0.88% | 33 |
|
|
2015
Q1 | $2.24M | Sell |
29,181
-374
| -1% | -$28.7K | 0.95% | 31 |
|
|
2014
Q4 | $2.47M | Buy |
29,555
+640
| +2% | +$53.5K | 1.06% | 22 |
|
|
2014
Q3 | $2.16M | Sell |
28,915
-270
| -0.9% | -$20.2K | 0.98% | 27 |
|
|
2014
Q2 | $2.17M | Sell |
29,185
-122
| -0.4% | -$9.05K | 1% | 26 |
|
|
2014
Q1 | $2.09M | Sell |
29,307
-1,473
| -5% | -$105K | 0.98% | 27 |
|
|
2013
Q4 | $2.12M | Sell |
30,780
-3,444
| -10% | -$238K | 1.02% | 27 |
|
|
2013
Q3 | $2.29M | Sell |
34,224
-100
| -0.3% | -$6.68K | 1.16% | 23 |
|
|
2013
Q2 | $2.32M | Buy |
+34,324
| New | +$2.32M | 1.27% | 20 |
|