Kimelman & Baird’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 | $157K | Hold |
1,332
| – | – | 0.01% | 123 |
|
|
2025
Q1 | $162K | Hold |
1,332
| – | – | 0.01% | 125 |
|
|
2024
Q4 | $144K | Hold |
1,332
| – | – | 0.01% | 134 |
|
|
2024
Q3 | $154K | Hold |
1,332
| – | – | 0.01% | 134 |
|
|
2024
Q2 | $134K | Buy |
+1,332
| New | +$134K | 0.01% | 137 |
|
|
2017
Q4 | – | Sell |
-2,543
| Closed | -$213K | – | 117 |
|
|
2017
Q3 | $213K | Hold |
2,543
| – | – | 0.03% | 112 |
|
|
2017
Q2 | $213K | Hold |
2,543
| – | – | 0.03% | 116 |
|
|
2017
Q1 | $209K | Buy |
+2,543
| New | +$209K | 0.03% | 114 |
|
|
2016
Q4 | – | Sell |
-3,351
| Closed | -$268K | – | 119 |
|
|
2016
Q3 | $268K | Sell |
3,351
-103
| -3% | -$8.24K | 0.05% | 85 |
|
|
2016
Q2 | $296K | Buy |
3,454
+64
| +2% | +$5.49K | 0.05% | 82 |
|
|
2016
Q1 | $273K | Buy |
+3,390
| New | +$273K | 0.05% | 93 |
|
|
2015
Q2 | $238K | Sell |
3,377
-1,860
| -36% | -$131K | 0.04% | 107 |
|
|
2015
Q1 | $402K | Buy |
5,237
+131
| +3% | +$10.1K | 0.07% | 86 |
|
|
2014
Q4 | $427K | Sell |
5,106
-220
| -4% | -$18.4K | 0.08% | 87 |
|
|
2014
Q3 | $398K | Hold |
5,326
| – | – | 0.08% | 86 |
|
|
2014
Q2 | $395K | Hold |
5,326
| – | – | 0.07% | 87 |
|
|
2014
Q1 | $379K | Hold |
5,326
| – | – | 0.07% | 84 |
|
|
2013
Q4 | $368K | Sell |
5,326
-83
| -2% | -$5.74K | 0.07% | 85 |
|
|
2013
Q3 | $362K | Buy |
5,409
+83
| +2% | +$5.56K | 0.07% | 85 |
|
|
2013
Q2 | $360K | Buy |
+5,326
| New | +$360K | 0.08% | 83 |
|