Keudell/Morrison 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 | $797K | Sell |
6,758
-673
| -9% | -$79.4K | 0.18% | 80 |
|
|
2025
Q1 | $906K | Buy |
7,431
+204
| +3% | +$24.9K | 0.21% | 69 |
|
|
2024
Q4 | $779K | Buy |
7,227
+187
| +3% | +$20.1K | 0.2% | 80 |
|
|
2024
Q3 | $812K | Sell |
7,040
-1,661
| -19% | -$192K | 0.22% | 78 |
|
|
2024
Q2 | $872K | Sell |
8,701
-280
| -3% | -$28.1K | 0.26% | 70 |
|
|
2024
Q1 | $869K | Sell |
8,981
-217
| -2% | -$21K | 0.26% | 74 |
|
|
2023
Q4 | $893K | Sell |
9,198
-150
| -2% | -$14.6K | 0.29% | 66 |
|
|
2023
Q3 | $825K | Sell |
9,348
-1,398
| -13% | -$123K | 0.25% | 67 |
|
|
2023
Q2 | $964K | Buy |
10,746
+606
| +6% | +$54.4K | 0.28% | 60 |
|
|
2023
Q1 | $978K | Buy |
10,140
+674
| +7% | +$65K | 0.29% | 57 |
|
|
2022
Q4 | $975K | Buy |
9,466
+763
| +9% | +$78.6K | 0.31% | 58 |
|
|
2022
Q3 | $810K | Buy |
8,703
+456
| +6% | +$42.4K | 0.3% | 64 |
|
|
2022
Q2 | $884K | Sell |
8,247
-168
| -2% | -$18K | 0.32% | 65 |
|
|
2022
Q1 | $940K | Sell |
8,415
-192
| -2% | -$21.4K | 0.39% | 63 |
|
|
2021
Q4 | $903K | Sell |
8,607
-300
| -3% | -$31.5K | 0.36% | 64 |
|
|
2021
Q3 | $869K | Buy |
8,907
+26
| +0.3% | +$2.54K | 0.37% | 63 |
|
|
2021
Q2 | $877K | Hold |
8,881
| – | – | 0.48% | 64 |
|
|
2021
Q1 | $857K | Sell |
8,881
-220
| -2% | -$21.2K | 0.5% | 61 |
|
|
2020
Q4 | $833K | Sell |
9,101
-491
| -5% | -$44.9K | 0.53% | 63 |
|
|
2020
Q3 | $849K | Sell |
9,592
-500
| -5% | -$44.3K | 0.55% | 53 |
|
|
2020
Q2 | $806K | Buy |
10,092
+158
| +2% | +$12.6K | 0.67% | 52 |
|
|
2020
Q1 | $803K | Sell |
9,934
-1,026
| -9% | -$82.9K | 0.79% | 45 |
|
|
2019
Q4 | $1M | Buy |
10,960
+130
| +1% | +$11.9K | 0.69% | 47 |
|
|
2019
Q3 | $1.04M | Buy |
10,830
+159
| +1% | +$15.2K | 0.86% | 40 |
|
|
2019
Q2 | $948K | Sell |
10,671
-361
| -3% | -$32.1K | 0.83% | 43 |
|
|
2019
Q1 | $993K | Buy |
+11,032
| New | +$993K | 0.87% | 40 |
|