L. Roy Papp & Associates’s Duke Energy DUK Stock Holding History

L. Roy Papp & Associates’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Sell	2,240 -26	-1%	-$3.07K	0.03%	159
2025 Q1	$276K	Hold	2,266	–	–	0.03%	154
2024 Q4	$244K	Hold	2,266	–	–	0.03%	161
2024 Q3	$261K	Buy	2,266 +131	+6%	+$15.1K	0.03%	154
2024 Q2	$214K	Hold	2,135	–	–	0.03%	169
2024 Q1	$206K	Hold	2,135	–	–	0.02%	175
2023 Q4	$207K	Buy	+2,135	New	+$207K	0.03%	170
2023 Q2	–	Sell	-2,135	Closed	-$206K	–	170
2023 Q1	$206K	Hold	2,135	–	–	0.03%	167
2022 Q4	$220K	Buy	+2,135	New	+$220K	0.03%	161
2022 Q3	–	Sell	-2,135	Closed	-$229K	–	167
2022 Q2	$229K	Sell	2,135 -65	-3%	-$6.97K	0.03%	159
2022 Q1	$246K	Hold	2,200	–	–	0.03%	160
2021 Q4	$231K	Hold	2,200	–	–	0.03%	169
2021 Q3	$215K	Hold	2,200	–	–	0.03%	169
2021 Q2	$217K	Hold	2,200	–	–	0.03%	171
2021 Q1	$212K	Sell	2,200 -130	-6%	-$12.5K	0.03%	165
2020 Q4	$213K	Sell	2,330 -527	-18%	-$48.2K	0.02%	172
2020 Q3	$253K	Hold	2,857	–	–	0.03%	154
2020 Q2	$228K	Hold	2,857	–	–	0.03%	153
2020 Q1	$231K	Hold	2,857	–	–	0.04%	138
2019 Q4	$261K	Hold	2,857	–	–	0.04%	151
2019 Q3	$274K	Hold	2,857	–	–	0.04%	145
2019 Q2	$252K	Hold	2,857	–	–	0.04%	153
2019 Q1	$257K	Sell	2,857 -108	-4%	-$9.72K	0.05%	134
2018 Q4	$256K	Hold	2,965	–	–	0.05%	128
2018 Q3	$237K	Hold	2,965	–	–	0.04%	149
2018 Q2	$234K	Hold	2,965	–	–	0.04%	147
2018 Q1	$230K	Sell	2,965 -1,200	-29%	-$93.1K	0.04%	148
2017 Q4	$350K	Buy	4,165 +1,250	+43%	+$105K	0.07%	123
2017 Q3	$245K	Hold	2,915	–	–	0.05%	119
2017 Q2	$244K	Hold	2,915	–	–	0.05%	133
2017 Q1	$239K	Sell	2,915 -257	-8%	-$21.1K	0.05%	123
2016 Q4	$246K	Buy	3,172 +187	+6%	+$14.5K	0.06%	138
2016 Q3	$239K	Buy	2,985 +150	+5%	+$12K	0.06%	134
2016 Q2	$243K	Buy	2,835 +70	+3%	+$6K	0.06%	138
2016 Q1	$223K	Buy	+2,765	New	+$223K	0.05%	138