McKinley Carter Wealth Services’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 | $562K | Sell |
4,761
-442
| -8% | -$52.2K | 0.03% | 203 |
|
|
2025
Q1 | $635K | Buy |
5,203
+440
| +9% | +$53.7K | 0.04% | 187 |
|
|
2024
Q4 | $513K | Buy |
4,763
+77
| +2% | +$8.3K | 0.03% | 196 |
|
|
2024
Q3 | $540K | Buy |
4,686
+8
| +0.2% | +$922 | 0.03% | 200 |
|
|
2024
Q2 | $469K | Buy |
4,678
+10
| +0.2% | +$1K | 0.03% | 213 |
|
|
2024
Q1 | $451K | Sell |
4,668
-8
| -0.2% | -$774 | 0.03% | 215 |
|
|
2023
Q4 | $454K | Buy |
4,676
+15
| +0.3% | +$1.46K | 0.03% | 206 |
|
|
2023
Q3 | $411K | Sell |
4,661
-331
| -7% | -$29.2K | 0.03% | 221 |
|
|
2023
Q2 | $448K | Buy |
4,992
+10
| +0.2% | +$897 | 0.03% | 219 |
|
|
2023
Q1 | $481K | Sell |
4,982
-85
| -2% | -$8.2K | 0.04% | 208 |
|
|
2022
Q4 | $522K | Buy |
5,067
+609
| +14% | +$62.7K | 0.04% | 194 |
|
|
2022
Q3 | $415K | Sell |
4,458
-18
| -0.4% | -$1.68K | 0.04% | 203 |
|
|
2022
Q2 | $480K | Sell |
4,476
-64
| -1% | -$6.86K | 0.04% | 201 |
|
|
2022
Q1 | $507K | Buy |
4,540
+8
| +0.2% | +$893 | 0.04% | 199 |
|
|
2021
Q4 | $475K | Sell |
4,532
-41
| -0.9% | -$4.3K | 0.04% | 194 |
|
|
2021
Q3 | $447K | Buy |
4,573
+942
| +26% | +$92.1K | 0.04% | 196 |
|
|
2021
Q2 | $358K | Sell |
3,631
-25
| -0.7% | -$2.47K | 0.03% | 223 |
|
|
2021
Q1 | $353K | Buy |
3,656
+188
| +5% | +$18.2K | 0.03% | 220 |
|
|
2020
Q4 | $318K | Buy |
3,468
+139
| +4% | +$12.7K | 0.04% | 208 |
|
|
2020
Q3 | $295K | Buy |
3,329
+9
| +0.3% | +$798 | 0.07% | 117 |
|
|
2020
Q2 | $265K | Sell |
3,320
-957
| -22% | -$76.4K | 0.06% | 120 |
|
|
2020
Q1 | $346K | Buy |
4,277
+652
| +18% | +$52.7K | 0.1% | 110 |
|
|
2019
Q4 | $331K | Sell |
3,625
-18
| -0.5% | -$1.64K | 0.08% | 131 |
|
|
2019
Q3 | $349K | Buy |
3,643
+8
| +0.2% | +$766 | 0.09% | 128 |
|
|
2019
Q2 | $321K | Buy |
3,635
+190
| +6% | +$16.8K | 0.09% | 130 |
|
|
2019
Q1 | $310K | Buy |
3,445
+8
| +0.2% | +$720 | 0.09% | 129 |
|
|
2018
Q4 | $297K | Sell |
3,437
-130
| -4% | -$11.2K | 0.1% | 125 |
|
|
2018
Q3 | $285K | Buy |
3,567
+46
| +1% | +$3.68K | 0.08% | 136 |
|
|
2018
Q2 | $278K | Sell |
3,521
-72
| -2% | -$5.69K | 0.09% | 139 |
|
|
2018
Q1 | $278K | Buy |
3,593
+511
| +17% | +$39.5K | 0.09% | 132 |
|
|
2017
Q4 | $259K | Buy |
3,082
+7
| +0.2% | +$588 | 0.09% | 136 |
|
|
2017
Q3 | $258K | Buy |
+3,075
| New | +$258K | 0.1% | 129 |
|
|
2015
Q3 | – | Sell |
-2,987
| Closed | -$211K | – | 115 |
|
|
2015
Q2 | $211K | Buy |
+2,987
| New | +$211K | 0.11% | 114 |
|