M. Kraus & Co’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 | $263K | Hold |
2,229
| – | – | 0.08% | 74 |
|
|
2025
Q1 | $272K | Hold |
2,229
| – | – | 0.08% | 71 |
|
|
2024
Q4 | $240K | Hold |
2,229
| – | – | 0.07% | 73 |
|
|
2024
Q3 | $257K | Hold |
2,229
| – | – | 0.08% | 68 |
|
|
2024
Q2 | $223K | Buy |
2,229
+50
| +2% | +$5.01K | 0.07% | 74 |
|
|
2024
Q1 | $211K | Sell |
2,179
-266
| -11% | -$25.7K | 0.06% | 78 |
|
|
2023
Q4 | $237K | Sell |
2,445
-37
| -1% | -$3.59K | 0.08% | 71 |
|
|
2023
Q3 | $219K | Hold |
2,482
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $223K | Sell |
2,482
-17
| -0.7% | -$1.53K | 0.07% | 74 |
|
|
2023
Q1 | $241K | Sell |
2,499
-125
| -5% | -$12.1K | 0.09% | 71 |
|
|
2022
Q4 | $270K | Buy |
2,624
+14
| +0.5% | +$1.44K | 0.1% | 66 |
|
|
2022
Q3 | $243K | Buy |
2,610
+414
| +19% | +$38.5K | 0.1% | 64 |
|
|
2022
Q2 | $235K | Hold |
2,196
| – | – | 0.09% | 67 |
|
|
2022
Q1 | $245K | Buy |
2,196
+17
| +0.8% | +$1.9K | 0.08% | 68 |
|
|
2021
Q4 | $229K | Sell |
2,179
-116
| -5% | -$12.2K | 0.07% | 68 |
|
|
2021
Q3 | $224K | Sell |
2,295
-17
| -0.7% | -$1.66K | 0.08% | 70 |
|
|
2021
Q2 | $228K | Sell |
2,312
-19
| -0.8% | -$1.87K | 0.08% | 68 |
|
|
2021
Q1 | $225K | Sell |
2,331
-489
| -17% | -$47.2K | 0.09% | 64 |
|
|
2020
Q4 | $258K | Buy |
+2,820
| New | +$258K | 0.11% | 56 |
|
|
2016
Q3 | – | Sell |
-2,444
| Closed | -$210K | – | 52 |
|
|
2016
Q2 | $210K | Buy |
+2,444
| New | +$210K | 0.15% | 50 |
|
|
2015
Q2 | – | Sell |
-2,847
| Closed | -$219K | – | 50 |
|
|
2015
Q1 | $219K | Hold |
2,847
| – | – | 0.16% | 46 |
|
|
2014
Q4 | $238K | Hold |
2,847
| – | – | 0.17% | 44 |
|
|
2014
Q3 | $213K | Sell |
2,847
-1,247
| -30% | -$93.3K | 0.16% | 45 |
|
|
2014
Q2 | $304K | Sell |
4,094
-653
| -14% | -$48.5K | 0.23% | 42 |
|
|
2014
Q1 | $338K | Sell |
4,747
-366
| -7% | -$26.1K | 0.27% | 41 |
|
|
2013
Q4 | $353K | Buy |
+5,113
| New | +$353K | 0.29% | 41 |
|