Linscomb Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $9.58M | Buy |
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|
2024
Q3 | $9.98M | Sell |
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|
2024
Q2 | $8.72M | Buy |
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|
2024
Q1 | $8.33M | Sell |
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|
2023
Q4 | $8.54M | Sell |
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|
2023
Q3 | $7.89M | Sell |
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|
2023
Q2 | $8.47M | Sell |
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|
2023
Q1 | $9.44M | Sell |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $8.83M | Buy |
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|
2022
Q2 | $10.1M | Sell |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $9.93M | Buy |
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|
2021
Q3 | $9.08M | Buy |
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|
2021
Q2 | $8.87M | Buy |
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|
2021
Q1 | $8.38M | Buy |
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|
2020
Q4 | $7.68M | Sell |
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|
2020
Q3 | $7.61M | Buy |
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|
2020
Q2 | $6.66M | Buy |
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|
2020
Q1 | $5.79M | Buy |
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|
2019
Q4 | $6.15M | Buy |
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|
2019
Q3 | $6.35M | Buy |
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|
2019
Q2 | $5.16M | Sell |
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|
2019
Q1 | $5.26M | Buy |
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|
2018
Q4 | $5M | Buy |
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|
2018
Q3 | $4.61M | Buy |
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|
2018
Q2 | $4.53M | Buy |
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|
2018
Q1 | $3.6M | Buy |
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|
2017
Q4 | $3.76M | Buy |
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|
2017
Q3 | $3.55M | Buy |
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|
2017
Q2 | $3.46M | Sell |
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|
2017
Q1 | $3.53M | Buy |
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|
2016
Q4 | $3.01M | Buy |
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|
2016
Q3 | $2.94M | Buy |
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|
2016
Q2 | $2.81M | Sell |
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|
2016
Q1 | $2.78M | Buy |
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|
2015
Q4 | $2.24M | Buy |
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|
2015
Q3 | $2.17M | Buy |
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|
2015
Q2 | $1.95M | Buy |
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|
2015
Q1 | $2.1M | Buy |
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|
2014
Q4 | $2.15M | Buy |
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|
2014
Q3 | $1.88M | Buy |
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|
2014
Q2 | $1.8M | Buy |
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|
2014
Q1 | $1.55M | Buy |
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|
2013
Q4 | $1.26M | Buy |
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|
2013
Q3 | $803K | Buy |
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|
2013
Q2 | $806K | Buy |
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