Nelson Capital Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-732	Closed	-$70K	–	150
2019 Q3	$70K	Buy	+732	New	+$70K	0.02%	126
2018 Q3	–	Sell	-66	Closed	-$5K	–	306
2018 Q2	$5K	Sell	66 -1,267	-95%	-$96K	﹤0.01%	224
2018 Q1	$103K	Hold	1,333	–	–	0.03%	109
2017 Q4	$112K	Hold	1,333	–	–	0.03%	103
2017 Q3	$112K	Hold	1,333	–	–	0.04%	100
2017 Q2	$111K	Hold	1,333	–	–	0.04%	100
2017 Q1	$109K	Sell	1,333 -46	-3%	-$3.76K	0.04%	102
2016 Q4	$107K	Hold	1,379	–	–	0.04%	101
2016 Q3	$110K	Hold	1,379	–	–	0.04%	102
2016 Q2	$118K	Buy	1,379 +46	+3%	+$3.94K	0.04%	81
2016 Q1	$108K	Hold	1,333	–	–	0.04%	80
2015 Q4	$95K	Hold	1,333	–	–	0.04%	86
2015 Q3	$96K	Hold	1,333	–	–	0.04%	88
2015 Q2	$94K	Hold	1,333	–	–	0.03%	96
2015 Q1	$102K	Hold	1,333	–	–	0.04%	92
2014 Q4	$111K	Hold	1,333	–	–	0.04%	92
2014 Q3	$100K	Hold	1,333	–	–	0.04%	95
2014 Q2	$99K	Sell	1,333 -166	-11%	-$12.3K	0.04%	96
2014 Q1	$107K	Hold	1,499	–	–	0.05%	87
2013 Q4	$103K	Hold	1,499	–	–	0.05%	91
2013 Q3	$100K	Hold	1,499	–	–	0.05%	89
2013 Q2	$101K	Buy	+1,499	New	+$101K	0.05%	88