JWM
Jackson Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
3,043
| – | – | 0.04% | 131 |
|
|
2025
Q1 | $371K | Hold |
3,043
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $328K | Hold |
3,043
| – | – | 0.04% | 129 |
|
|
2024
Q3 | $351K | Hold |
3,043
| – | – | 0.04% | 111 |
|
|
2024
Q2 | $305K | Hold |
3,043
| – | – | 0.07% | 100 |
|
|
2024
Q1 | $294K | Hold |
3,043
| – | – | 0.04% | 115 |
|
|
2023
Q4 | $295K | Hold |
3,043
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $269K | Hold |
3,043
| – | – | 0.04% | 123 |
|
|
2023
Q2 | $273K | Sell |
3,043
-471
| -13% | -$42.3K | 0.04% | 108 |
|
|
2023
Q1 | $339K | Sell |
3,514
-54,826
| -94% | -$5.29M | 0.26% | 99 |
|
|
2022
Q4 | $6.01M | Sell |
58,340
-19,856
| -25% | -$2.04M | 2.21% | 9 |
|
|
2022
Q3 | $7.27M | Buy |
78,196
+47,699
| +156% | +$4.44M | 1.43% | 20 |
|
|
2022
Q2 | $3.27M | Sell |
30,497
-52,625
| -63% | -$5.64M | 1.52% | 17 |
|
|
2022
Q1 | $9.28M | Buy |
83,122
+48,782
| +142% | +$5.45M | 1.29% | 20 |
|
|
2021
Q4 | $3.6M | Buy |
34,340
+294
| +0.9% | +$30.8K | 0.46% | 64 |
|
|
2021
Q3 | $24K | Buy |
34,046
+376
| +1% | +$265 | 0.29% | 53 |
|
|
2021
Q2 | $3.32M | Buy |
33,670
+210
| +0.6% | +$20.7K | 0.42% | 62 |
|
|
2021
Q1 | $3.23M | Buy |
33,460
+244
| +0.7% | +$23.6K | 0.48% | 59 |
|
|
2020
Q4 | $3.04M | Sell |
33,216
-66
| -0.2% | -$6.04K | 0.41% | 60 |
|
|
2020
Q3 | $2.95M | Buy |
33,282
+2,267
| +7% | +$201K | 0.44% | 57 |
|
|
2020
Q2 | $2.48M | Buy |
31,015
+1,805
| +6% | +$144K | 0.44% | 55 |
|
|
2020
Q1 | $2.39M | Sell |
29,210
-10,701
| -27% | -$876K | 0.5% | 45 |
|
|
2019
Q4 | $3.84M | Sell |
39,911
-5,286
| -12% | -$509K | 0.64% | 47 |
|
|
2019
Q3 | $4.35M | Buy |
45,197
+8,146
| +22% | +$784K | 0.91% | 29 |
|
|
2019
Q2 | $3.32M | Buy |
37,051
+1,347
| +4% | +$121K | 0.72% | 33 |
|
|
2019
Q1 | $3.21M | Buy |
35,704
+799
| +2% | +$71.9K | 0.79% | 36 |
|
|
2018
Q4 | $2.96M | Buy |
34,905
+532
| +2% | +$45K | 0.88% | 31 |
|
|
2018
Q3 | $2.75M | Buy |
34,373
+1,757
| +5% | +$141K | 0.58% | 39 |
|
|
2018
Q2 | $2.62M | Buy |
32,616
+4,277
| +15% | +$343K | 0.61% | 39 |
|
|
2018
Q1 | $2.2M | Sell |
28,339
-7,174
| -20% | -$557K | 0.62% | 44 |
|
|
2017
Q4 | $2.89M | Buy |
35,513
+210
| +0.6% | +$17.1K | 0.73% | 35 |
|
|
2017
Q3 | $3.03M | Buy |
+35,303
| New | +$3.03M | 0.82% | 27 |
|
|
2015
Q4 | – | Sell |
-2,025
| Closed | -$146K | – | 79 |
|
|
2015
Q3 | $146K | Buy |
+2,025
| New | +$146K | 0.05% | 101 |
|
|
2015
Q2 | – | Sell |
-3,549
| Closed | -$272K | – | 106 |
|
|
2015
Q1 | $272K | Sell |
3,549
-369
| -9% | -$28.3K | 0.09% | 99 |
|
|
2014
Q4 | $327K | Buy |
+3,918
| New | +$327K | 0.11% | 97 |
|