Leelyn Smith’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 | $215K | Buy |
1,822
+7
| +0.4% | +$826 | 0.04% | 127 |
|
|
2025
Q1 | $221K | Buy |
+1,815
| New | +$221K | 0.04% | 120 |
|
|
2023
Q1 | – | Sell |
-737
| Closed | -$75.9K | – | 185 |
|
|
2022
Q4 | $75.9K | Buy |
737
+540
| +274% | +$55.6K | 0.02% | 147 |
|
|
2022
Q3 | $18K | Sell |
197
-910
| -82% | -$83.1K | 0.01% | 239 |
|
|
2022
Q2 | $119K | Hold |
1,107
| – | – | 0.03% | 145 |
|
|
2022
Q1 | $124K | Hold |
1,107
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $116K | Hold |
1,107
| – | – | 0.03% | 152 |
|
|
2021
Q3 | $108K | Sell |
1,107
-60
| -5% | -$5.85K | 0.03% | 154 |
|
|
2021
Q2 | $115K | Hold |
1,167
| – | – | 0.03% | 153 |
|
|
2021
Q1 | $113K | Sell |
1,167
-20
| -2% | -$1.94K | 0.03% | 158 |
|
|
2020
Q4 | $109K | Sell |
1,187
-220
| -16% | -$20.2K | 0.03% | 153 |
|
|
2020
Q3 | $125K | Buy |
1,407
+330
| +31% | +$29.3K | 0.04% | 146 |
|
|
2020
Q2 | $86K | Buy |
1,077
+410
| +61% | +$32.7K | 0.04% | 169 |
|
|
2020
Q1 | $54K | Buy |
667
+130
| +24% | +$10.5K | 0.03% | 163 |
|
|
2019
Q4 | $49 | Buy |
+537
| New | +$49 | 0.02% | 190 |
|