LWANC
Laurel Wealth Advisors (North Carolina)’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150M | Buy |
17,668,789
+17,515,383
| +11,418% | +$148M | 2.15% | 10 |
|
|
2025
Q1 | $18.7M | Buy |
153,406
+4,703
| +3% | +$574K | 2.93% | 7 |
|
|
2024
Q4 | $16M | Buy |
148,703
+68,977
| +87% | +$7.43M | 2.5% | 9 |
|
|
2024
Q3 | $9.19M | Sell |
79,726
-2,516
| -3% | -$290K | 1.46% | 17 |
|
|
2024
Q2 | $8.24M | Sell |
82,242
-3,734
| -4% | -$374K | 1.43% | 17 |
|
|
2024
Q1 | $8.31M | Buy |
85,976
+206
| +0.2% | +$19.9K | 1.42% | 17 |
|
|
2023
Q4 | $8.32M | Sell |
85,770
-777
| -0.9% | -$75.4K | 1.58% | 16 |
|
|
2023
Q3 | $7.64M | Sell |
86,547
-3,557
| -4% | -$314K | 1.62% | 16 |
|
|
2023
Q2 | $8.09M | Buy |
90,104
+1,267
| +1% | +$114K | 1.62% | 16 |
|
|
2023
Q1 | $8.57M | Buy |
88,837
+3,944
| +5% | +$380K | 1.81% | 13 |
|
|
2022
Q4 | $8.74M | Buy |
84,893
+4,410
| +5% | +$454K | 1.98% | 13 |
|
|
2022
Q3 | $7.49M | Buy |
80,483
+2,037
| +3% | +$189K | 1.86% | 12 |
|
|
2022
Q2 | $8.41M | Buy |
78,446
+1,838
| +2% | +$197K | 2.03% | 8 |
|
|
2022
Q1 | $8.55M | Buy |
76,608
+2,205
| +3% | +$246K | 1.8% | 14 |
|
|
2021
Q4 | $7.81M | Buy |
74,403
+2,846
| +4% | +$299K | 1.6% | 15 |
|
|
2021
Q3 | $6.98M | Sell |
71,557
-799
| -1% | -$78K | 1.54% | 16 |
|
|
2021
Q2 | $7.14M | Buy |
72,356
+982
| +1% | +$96.9K | 1.54% | 16 |
|
|
2021
Q1 | $6.89M | Buy |
71,374
+1,052
| +1% | +$102K | 1.67% | 16 |
|
|
2020
Q4 | $6.44M | Buy |
70,322
+1,409
| +2% | +$129K | 1.67% | 15 |
|
|
2020
Q3 | $6.1M | Buy |
68,913
+5,215
| +8% | +$462K | 1.82% | 12 |
|
|
2020
Q2 | $5.09M | Buy |
63,698
+983
| +2% | +$78.5K | 1.67% | 14 |
|
|
2020
Q1 | $5.07M | Buy |
62,715
+3,078
| +5% | +$249K | 1.91% | 10 |
|
|
2019
Q4 | $5.44M | Buy |
59,637
+1,103
| +2% | +$101K | 1.71% | 14 |
|
|
2019
Q3 | $5.61M | Buy |
58,534
+1,796
| +3% | +$172K | 1.92% | 12 |
|
|
2019
Q2 | $5.01M | Buy |
56,738
+3,508
| +7% | +$310K | 1.76% | 11 |
|
|
2019
Q1 | $4.79M | Buy |
53,230
+1,017
| +2% | +$91.5K | 1.76% | 13 |
|
|
2018
Q4 | $4.51M | Buy |
+52,213
| New | +$4.51M | 1.81% | 11 |
|