Luther King Capital Management (LKCM)’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 | $1.72M | Buy |
14,585
+300
| +2% | +$35.4K | 0.01% | 348 |
|
|
2025
Q1 | $1.74M | Sell |
14,285
-845
| -6% | -$103K | 0.01% | 342 |
|
|
2024
Q4 | $1.63M | Sell |
15,130
-60
| -0.4% | -$6.46K | 0.01% | 347 |
|
|
2024
Q3 | $1.75M | Hold |
15,190
| – | – | 0.01% | 335 |
|
|
2024
Q2 | $1.52M | Buy |
15,190
+1,958
| +15% | +$196K | 0.01% | 343 |
|
|
2024
Q1 | $1.28M | Sell |
13,232
-2,042
| -13% | -$197K | 0.01% | 373 |
|
|
2023
Q4 | $1.48M | Sell |
15,274
-1,980
| -11% | -$192K | 0.01% | 349 |
|
|
2023
Q3 | $1.52M | Sell |
17,254
-430
| -2% | -$38K | 0.01% | 338 |
|
|
2023
Q2 | $1.59M | Sell |
17,684
-217
| -1% | -$19.5K | 0.01% | 352 |
|
|
2023
Q1 | $1.73M | Sell |
17,901
-883
| -5% | -$85.2K | 0.01% | 319 |
|
|
2022
Q4 | $1.93M | Buy |
18,784
+655
| +4% | +$67.5K | 0.01% | 307 |
|
|
2022
Q3 | $1.69M | Sell |
18,129
-30
| -0.2% | -$2.79K | 0.01% | 305 |
|
|
2022
Q2 | $1.95M | Buy |
18,159
+5,539
| +44% | +$594K | 0.01% | 300 |
|
|
2022
Q1 | $1.41M | Buy |
12,620
+556
| +5% | +$62.1K | 0.01% | 354 |
|
|
2021
Q4 | $1.27M | Buy |
12,064
+602
| +5% | +$63.2K | 0.01% | 382 |
|
|
2021
Q3 | $1.12M | Sell |
11,462
-5,464
| -32% | -$533K | 0.01% | 396 |
|
|
2021
Q2 | $1.67M | Buy |
16,926
+10,198
| +152% | +$1.01M | 0.01% | 343 |
|
|
2021
Q1 | $649K | Buy |
6,728
+558
| +9% | +$53.8K | ﹤0.01% | 439 |
|
|
2020
Q4 | $565K | Buy |
6,170
+813
| +15% | +$74.4K | ﹤0.01% | 431 |
|
|
2020
Q3 | $474K | Buy |
5,357
+790
| +17% | +$69.9K | ﹤0.01% | 412 |
|
|
2020
Q2 | $365K | Sell |
4,567
-666
| -13% | -$53.2K | ﹤0.01% | 435 |
|
|
2020
Q1 | $423K | Sell |
5,233
-690
| -12% | -$55.8K | ﹤0.01% | 401 |
|
|
2019
Q4 | $540K | Buy |
5,923
+666
| +13% | +$60.7K | ﹤0.01% | 415 |
|
|
2019
Q3 | $504K | Sell |
5,257
-333
| -6% | -$31.9K | ﹤0.01% | 410 |
|
|
2019
Q2 | $493K | Buy |
5,590
+1,596
| +40% | +$141K | ﹤0.01% | 397 |
|
|
2019
Q1 | $359K | Sell |
3,994
-2,866
| -42% | -$258K | ﹤0.01% | 440 |
|
|
2018
Q4 | $592K | Sell |
6,860
-38
| -0.6% | -$3.28K | 0.01% | 388 |
|
|
2018
Q3 | $552K | Sell |
6,898
-106
| -2% | -$8.48K | ﹤0.01% | 416 |
|
|
2018
Q2 | $554K | Hold |
7,004
| – | – | ﹤0.01% | 405 |
|
|
2018
Q1 | $543K | Buy |
7,004
+718
| +11% | +$55.7K | ﹤0.01% | 411 |
|
|
2017
Q4 | $529K | Buy |
6,286
+173
| +3% | +$14.6K | ﹤0.01% | 415 |
|
|
2017
Q3 | $513K | Buy |
6,113
+491
| +9% | +$41.2K | ﹤0.01% | 404 |
|
|
2017
Q2 | $470K | Sell |
5,622
-640
| -10% | -$53.5K | ﹤0.01% | 397 |
|
|
2017
Q1 | $514K | Buy |
6,262
+515
| +9% | +$42.3K | ﹤0.01% | 407 |
|
|
2016
Q4 | $446K | Buy |
5,747
+2,892
| +101% | +$224K | ﹤0.01% | 415 |
|
|
2016
Q3 | $229K | Hold |
2,855
| – | – | ﹤0.01% | 471 |
|
|
2016
Q2 | $245K | Sell |
2,855
-213
| -7% | -$18.3K | ﹤0.01% | 473 |
|
|
2016
Q1 | $248K | Sell |
3,068
-2,500
| -45% | -$202K | ﹤0.01% | 469 |
|
|
2015
Q4 | $397K | Buy |
5,568
+2,249
| +68% | +$160K | ﹤0.01% | 437 |
|
|
2015
Q3 | $239K | Buy |
3,319
+251
| +8% | +$18.1K | ﹤0.01% | 489 |
|
|
2015
Q2 | $217K | Hold |
3,068
| – | – | ﹤0.01% | 519 |
|
|
2015
Q1 | $236K | Sell |
3,068
-200
| -6% | -$15.4K | ﹤0.01% | 504 |
|
|
2014
Q4 | $273K | Hold |
3,268
| – | – | ﹤0.01% | 498 |
|
|
2014
Q3 | $244K | Sell |
3,268
-220
| -6% | -$16.4K | ﹤0.01% | 515 |
|
|
2014
Q2 | $259K | Sell |
3,488
-380
| -10% | -$28.2K | ﹤0.01% | 501 |
|
|
2014
Q1 | $275K | Buy |
3,868
+646
| +20% | +$45.9K | ﹤0.01% | 484 |
|
|
2013
Q4 | $222K | Sell |
3,222
-36,069
| -92% | -$2.49M | ﹤0.01% | 493 |
|
|
2013
Q3 | $2.62M | Sell |
39,291
-2,864
| -7% | -$191K | 0.02% | 318 |
|
|
2013
Q2 | $2.85M | Buy |
+42,155
| New | +$2.85M | 0.03% | 307 |
|