Jeppson 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 | $1.88M | Sell |
15,972
-194
| -1% | -$22.9K | 0.65% | 39 |
|
|
2025
Q1 | $1.97M | Sell |
16,166
-442
| -3% | -$53.9K | 0.72% | 37 |
|
|
2024
Q4 | $1.79M | Sell |
16,608
-373
| -2% | -$40.2K | 0.65% | 38 |
|
|
2024
Q3 | $1.96M | Buy |
16,981
+105
| +0.6% | +$12.1K | 0.7% | 35 |
|
|
2024
Q2 | $1.69M | Sell |
16,876
-24
| -0.1% | -$2.41K | 0.65% | 37 |
|
|
2024
Q1 | $1.63M | Buy |
16,900
+40
| +0.2% | +$3.87K | 0.63% | 40 |
|
|
2023
Q4 | $1.64M | Buy |
16,860
+2,918
| +21% | +$283K | 0.68% | 34 |
|
|
2023
Q3 | $1.23M | Sell |
13,942
-283
| -2% | -$25K | 0.56% | 45 |
|
|
2023
Q2 | $1.28M | Sell |
14,225
-249
| -2% | -$22.3K | 0.56% | 46 |
|
|
2023
Q1 | $1.4M | Buy |
14,474
+150
| +1% | +$14.5K | 0.61% | 39 |
|
|
2022
Q4 | $1.48M | Buy |
14,324
+2,062
| +17% | +$212K | 0.62% | 38 |
|
|
2022
Q3 | $1.14M | Sell |
12,262
-60
| -0.5% | -$5.58K | 0.52% | 45 |
|
|
2022
Q2 | $1.32M | Buy |
12,322
+1,805
| +17% | +$194K | 0.57% | 41 |
|
|
2022
Q1 | $1.17M | Sell |
10,517
-131
| -1% | -$14.6K | 0.55% | 48 |
|
|
2021
Q4 | $1.12M | Sell |
10,648
-180
| -2% | -$18.9K | 0.54% | 47 |
|
|
2021
Q3 | $1.06M | Buy |
10,828
+25
| +0.2% | +$2.44K | 0.55% | 47 |
|
|
2021
Q2 | $1.07M | Sell |
10,803
-100
| -0.9% | -$9.87K | 0.58% | 47 |
|
|
2021
Q1 | $1.05M | Buy |
10,903
+1,005
| +10% | +$97K | 0.63% | 42 |
|
|
2020
Q4 | $906K | Buy |
9,898
+550
| +6% | +$50.3K | 0.6% | 42 |
|
|
2020
Q3 | $828K | Buy |
+9,348
| New | +$828K | 0.65% | 38 |
|