IHT Wealth 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 | $2.01M | Sell |
17,056
-545
| -3% | -$64.3K | 0.06% | 317 |
|
|
2025
Q1 | $2.15M | Sell |
17,601
-1,655
| -9% | -$202K | 0.07% | 279 |
|
|
2024
Q4 | $2.07M | Sell |
19,256
-3,036
| -14% | -$327K | 0.07% | 269 |
|
|
2024
Q3 | $2.57M | Buy |
22,292
+3,354
| +18% | +$387K | 0.07% | 262 |
|
|
2024
Q2 | $1.9M | Buy |
18,938
+779
| +4% | +$78.1K | 0.07% | 266 |
|
|
2024
Q1 | $1.76M | Buy |
18,159
+451
| +3% | +$43.6K | 0.07% | 285 |
|
|
2023
Q4 | $1.72M | Buy |
17,708
+253
| +1% | +$24.6K | 0.08% | 247 |
|
|
2023
Q3 | $1.54M | Buy |
17,455
+555
| +3% | +$49K | 0.08% | 249 |
|
|
2023
Q2 | $1.52M | Buy |
16,900
+641
| +4% | +$57.5K | 0.08% | 239 |
|
|
2023
Q1 | $1.57M | Buy |
16,259
+406
| +3% | +$39.2K | 0.09% | 224 |
|
|
2022
Q4 | $1.63M | Buy |
15,853
+416
| +3% | +$42.8K | 0.1% | 209 |
|
|
2022
Q3 | $1.44M | Buy |
15,437
+3,849
| +33% | +$358K | 0.11% | 210 |
|
|
2022
Q2 | $1.24M | Sell |
11,588
-154
| -1% | -$16.5K | 0.11% | 193 |
|
|
2022
Q1 | $1.31M | Buy |
11,742
+1,336
| +13% | +$149K | 0.1% | 207 |
|
|
2021
Q4 | $1.09M | Buy |
10,406
+532
| +5% | +$55.8K | 0.08% | 239 |
|
|
2021
Q3 | $964K | Sell |
9,874
-3,053
| -24% | -$298K | 0.08% | 256 |
|
|
2021
Q2 | $1.28M | Sell |
12,927
-284
| -2% | -$28K | 0.08% | 267 |
|
|
2021
Q1 | $1.28M | Buy |
13,211
+1,256
| +11% | +$121K | 0.09% | 226 |
|
|
2020
Q4 | $1.1M | Buy |
11,955
+2,890
| +32% | +$265K | 0.09% | 225 |
|
|
2020
Q3 | $803K | Buy |
9,065
+637
| +8% | +$56.4K | 0.08% | 249 |
|
|
2020
Q2 | $673K | Sell |
8,428
-714
| -8% | -$57K | 0.09% | 230 |
|
|
2020
Q1 | $739K | Sell |
9,142
-475
| -5% | -$38.4K | 0.11% | 203 |
|
|
2019
Q4 | $877K | Buy |
9,617
+615
| +7% | +$56.1K | 0.1% | 227 |
|
|
2019
Q3 | $862K | Buy |
9,002
+3,100
| +53% | +$297K | 0.12% | 203 |
|
|
2019
Q2 | $521K | Buy |
5,902
+412
| +8% | +$36.4K | 0.08% | 276 |
|
|
2019
Q1 | $494K | Sell |
5,490
-1,624
| -23% | -$146K | 0.08% | 266 |
|
|
2018
Q4 | $614K | Sell |
7,114
-2,745
| -28% | -$237K | 0.12% | 204 |
|
|
2018
Q3 | $789K | Buy |
9,859
+457
| +5% | +$36.6K | 0.17% | 151 |
|
|
2018
Q2 | $743K | Buy |
9,402
+1,410
| +18% | +$111K | 0.19% | 144 |
|
|
2018
Q1 | $616K | Buy |
7,992
+797
| +11% | +$61.4K | 0.17% | 155 |
|
|
2017
Q4 | $591K | Buy |
7,195
+2,889
| +67% | +$237K | 0.16% | 160 |
|
|
2017
Q3 | $365K | Sell |
4,306
-182
| -4% | -$15.4K | 0.16% | 156 |
|
|
2017
Q2 | $59 | Buy |
4,488
+2,546
| +131% | +$33 | 0.03% | 473 |
|
|
2017
Q1 | $161K | Buy |
1,942
+2
| +0.1% | +$166 | 0.11% | 212 |
|
|
2016
Q4 | $151K | Buy |
+1,940
| New | +$151K | 0.11% | 204 |
|