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J.W. Burns & Co’s Duke Energy DUK Stock Holding History

J.W. Burns & Co’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$318K Hold
2,691
– – 0.04% 153
2025
Q1 		$328K Sell
2,691
-666
-20% -$81.2K 0.04% 153
2024
Q4 		$362K Buy
3,357
+274
+9% +$29.5K 0.05% 153
2024
Q3 		$355K Hold
3,083
– – 0.05% 151
2024
Q2 		$309K Hold
3,083
– – 0.04% 159
2024
Q1 		$298K Hold
3,083
– – 0.04% 160
2023
Q4 		$299K Hold
3,083
– – 0.04% 158
2023
Q3 		$272K Hold
3,083
– – 0.04% 162
2023
Q2 		$277K Hold
3,083
– – 0.04% 151
2023
Q1 		$297K Hold
3,083
– – 0.05% 151
2022
Q4 		$318K Hold
3,083
– – 0.06% 146
2022
Q3 		$287K Sell
3,083
-16
-0.5% -$1.49K 0.06% 144
2022
Q2 		$332K Hold
3,099
– – 0.06% 139
2022
Q1 		$346K Hold
3,099
– – 0.06% 142
2021
Q4 		$325K Hold
3,099
– – 0.05% 150
2021
Q3 		$302K Hold
3,099
– – 0.05% 154
2021
Q2 		$306K Hold
3,099
– – 0.05% 154
2021
Q1 		$299K Hold
3,099
– – 0.05% 156
2020
Q4 		$284K Hold
3,099
– – 0.05% 148
2020
Q3 		$274K Sell
3,099
-116
-4% -$10.3K 0.06% 143
2020
Q2 		$257K Hold
3,215
– – 0.06% 137
2020
Q1 		$260K Sell
3,215
-300
-9% -$24.3K 0.07% 128
2019
Q4 		$321K Buy
3,515
+497
+16% +$45.4K 0.07% 136
2019
Q3 		$289K Hold
3,018
– – 0.07% 140
2019
Q2 		$266K Hold
3,018
– – 0.06% 148
2019
Q1 		$272K Hold
3,018
– – 0.07% 141
2018
Q4 		$260K Hold
3,018
– – 0.07% 136
2018
Q3 		$242K Buy
3,018
+175
+6% +$14K 0.06% 152
2018
Q2 		$225K Buy
2,843
+225
+9% +$17.8K 0.06% 153
2018
Q1 		$203K Hold
2,618
– – 0.05% 157
2017
Q4 		$220K Hold
2,618
– – 0.06% 145
2017
Q3 		$220K Hold
2,618
– – 0.06% 149
2017
Q2 		$219K Buy
+2,618
New +$219K 0.06% 152
2016
Q4 		– Sell
-2,633
Closed -$211K – 156
2016
Q3 		$211K Hold
2,633
– – 0.07% 145
2016
Q2 		$226K Hold
2,633
– – 0.07% 143
2016
Q1 		$212K Buy
+2,633
New +$212K 0.07% 141