Hendershot Investments’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 | $642K | Buy |
5,444
+630
| +13% | +$74.3K | 0.09% | 76 |
|
|
2025
Q1 | $587K | Buy |
4,814
+9
| +0.2% | +$1.1K | 0.08% | 81 |
|
|
2024
Q4 | $518K | Sell |
4,805
-255
| -5% | -$27.5K | 0.07% | 87 |
|
|
2024
Q3 | $583K | Hold |
5,060
| – | – | 0.08% | 80 |
|
|
2024
Q2 | $507K | Buy |
5,060
+74
| +1% | +$7.42K | 0.07% | 86 |
|
|
2024
Q1 | $482K | Sell |
4,986
-60
| -1% | -$5.8K | 0.07% | 86 |
|
|
2023
Q4 | $490K | Sell |
5,046
-27
| -0.5% | -$2.62K | 0.08% | 88 |
|
|
2023
Q3 | $448K | Hold |
5,073
| – | – | 0.08% | 84 |
|
|
2023
Q2 | $455K | Hold |
5,073
| – | – | 0.07% | 87 |
|
|
2023
Q1 | $489K | Sell |
5,073
-510
| -9% | -$49.2K | 0.08% | 87 |
|
|
2022
Q4 | $575K | Hold |
5,583
| – | – | 0.1% | 88 |
|
|
2022
Q3 | $519K | Sell |
5,583
-30
| -0.5% | -$2.79K | 0.1% | 91 |
|
|
2022
Q2 | $602K | Hold |
5,613
| – | – | 0.11% | 88 |
|
|
2022
Q1 | $627K | Sell |
5,613
-149
| -3% | -$16.6K | 0.1% | 92 |
|
|
2021
Q4 | $604K | Buy |
+5,762
| New | +$604K | 0.09% | 94 |
|