Hurlow Wealth Management Group’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 | $270K | Hold |
2,287
| – | – | 0.08% | 107 |
|
|
2025
Q1 | $279K | Buy |
2,287
+2
| +0.1% | +$244 | 0.09% | 98 |
|
|
2024
Q4 | $246K | Sell |
2,285
-631
| -22% | -$68K | 0.08% | 107 |
|
|
2024
Q3 | $336K | Buy |
2,916
+23
| +0.8% | +$2.65K | 0.1% | 85 |
|
|
2024
Q2 | $290K | Sell |
2,893
-105
| -4% | -$10.5K | 0.1% | 88 |
|
|
2024
Q1 | $290K | Buy |
2,998
+6
| +0.2% | +$580 | 0.1% | 88 |
|
|
2023
Q4 | $290K | Buy |
2,992
+1
| +0% | +$97 | 0.11% | 84 |
|
|
2023
Q3 | $264K | Buy |
2,991
+2
| +0.1% | +$177 | 0.11% | 87 |
|
|
2023
Q2 | $268K | Sell |
2,989
-4
| -0.1% | -$359 | 0.11% | 89 |
|
|
2023
Q1 | $289K | Hold |
2,993
| – | – | 0.13% | 82 |
|
|
2022
Q4 | $308K | Buy |
2,993
+17
| +0.6% | +$1.75K | 0.16% | 76 |
|
|
2022
Q3 | $277K | Hold |
2,976
| – | – | 0.16% | 74 |
|
|
2022
Q2 | $319K | Buy |
2,976
+214
| +8% | +$22.9K | 0.18% | 70 |
|
|
2022
Q1 | $308K | Hold |
2,762
| – | – | 0.19% | 73 |
|
|
2021
Q4 | $260K | Hold |
2,762
| – | – | 0.2% | 74 |
|
|
2021
Q3 | $270K | Sell |
2,762
-175
| -6% | -$17.1K | 0.16% | 80 |
|
|
2021
Q2 | $290K | Sell |
2,937
-158
| -5% | -$15.6K | 0.19% | 75 |
|
|
2021
Q1 | $299K | Hold |
3,095
| – | – | 0.22% | 76 |
|
|
2020
Q4 | $283K | Buy |
3,095
+333
| +12% | +$30.4K | 0.22% | 75 |
|
|
2020
Q3 | $245K | Hold |
2,762
| – | – | 0.22% | 73 |
|
|
2020
Q2 | $225K | Hold |
2,762
| – | – | 0.22% | 82 |
|
|
2020
Q1 | $242K | Hold |
2,762
| – | – | 0.26% | 77 |
|
|
2019
Q4 | $255K | Hold |
2,762
| – | – | 0.25% | 85 |
|
|
2019
Q3 | $263K | Hold |
2,762
| – | – | 0.28% | 80 |
|
|
2019
Q2 | $247K | Hold |
2,762
| – | – | 0.26% | 80 |
|
|
2019
Q1 | $252K | Hold |
2,762
| – | – | 0.27% | 80 |
|
|
2018
Q4 | $237K | Buy |
+2,762
| New | +$237K | 0.29% | 79 |
|