Hazlett, Burt & Watson’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 | $218K | Sell |
1,842
-113
| -6% | -$13.4K | 0.09% | 190 |
|
|
2025
Q1 | $238K | Sell |
1,955
-73
| -4% | -$8.89K | 0.11% | 165 |
|
|
2024
Q4 | $220K | Buy |
2,028
+2
| +0.1% | +$217 | 0.1% | 188 |
|
|
2024
Q3 | $235K | Buy |
2,026
+130
| +7% | +$15.1K | 0.11% | 184 |
|
|
2024
Q2 | $191K | Buy |
1,896
+3
| +0.2% | +$302 | 0.1% | 187 |
|
|
2024
Q1 | $182K | Buy |
1,893
+255
| +16% | +$24.5K | 0.11% | 177 |
|
|
2023
Q4 | $158K | Buy |
1,638
+2
| +0.1% | +$193 | 0.11% | 179 |
|
|
2023
Q3 | $145K | Buy |
1,636
+90
| +6% | +$7.98K | 0.11% | 177 |
|
|
2023
Q2 | $139K | Buy |
1,546
+83
| +6% | +$7.46K | 0.1% | 182 |
|
|
2023
Q1 | $141K | Buy |
1,463
+18
| +1% | +$1.74K | 0.12% | 159 |
|
|
2022
Q4 | $148K | Buy |
1,445
+2
| +0.1% | +$205 | 0.13% | 148 |
|
|
2022
Q3 | $134K | Buy |
1,443
+2
| +0.1% | +$186 | 0.13% | 150 |
|
|
2022
Q2 | $156K | Buy |
1,441
+82
| +6% | +$8.88K | 0.14% | 147 |
|
|
2022
Q1 | $153K | Buy |
+1,359
| New | +$153K | 0.12% | 167 |
|