Nicholas Hoffman & Company’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 | $2.19M | Buy |
18,582
+358
| +2% | +$42.2K | 0.06% | 71 |
|
|
2025
Q1 | $2.22M | Sell |
18,224
-2,141
| -11% | -$261K | 0.08% | 64 |
|
|
2024
Q4 | $2.19M | Sell |
20,365
-692
| -3% | -$74.6K | 0.09% | 62 |
|
|
2024
Q3 | $2.43M | Sell |
21,057
-1,494
| -7% | -$172K | 0.1% | 59 |
|
|
2024
Q2 | $2.26M | Buy |
22,551
+43
| +0.2% | +$4.31K | 0.11% | 58 |
|
|
2024
Q1 | $2.18M | Buy |
22,508
+548
| +2% | +$53K | 0.11% | 61 |
|
|
2023
Q4 | $2.13M | Buy |
21,960
+163
| +0.7% | +$15.8K | 0.13% | 61 |
|
|
2023
Q3 | $1.92M | Buy |
21,797
+699
| +3% | +$61.7K | 0.14% | 59 |
|
|
2023
Q2 | $1.89M | Buy |
21,098
+189
| +0.9% | +$17K | 0.07% | 66 |
|
|
2023
Q1 | $2.02M | Sell |
20,909
-84
| -0.4% | -$8.1K | 0.18% | 56 |
|
|
2022
Q4 | $2.16M | Buy |
20,993
+171
| +0.8% | +$17.6K | 0.23% | 49 |
|
|
2022
Q3 | $1.94M | Buy |
20,822
+256
| +1% | +$23.8K | 0.09% | 47 |
|
|
2022
Q2 | $2.21M | Buy |
20,566
+36
| +0.2% | +$3.86K | 0.1% | 45 |
|
|
2022
Q1 | $2.29M | Buy |
20,530
+175
| +0.9% | +$19.5K | 0.09% | 44 |
|
|
2021
Q4 | $2.14M | Sell |
20,355
-371
| -2% | -$38.9K | 0.07% | 50 |
|
|
2021
Q3 | $2.02M | Sell |
20,726
-952
| -4% | -$92.9K | 0.35% | 46 |
|
|
2021
Q2 | $2.14M | Sell |
21,678
-152
| -0.7% | -$15K | 0.39% | 44 |
|
|
2021
Q1 | $2.11M | Buy |
21,830
+26
| +0.1% | +$2.51K | 0.42% | 41 |
|
|
2020
Q4 | $2M | Buy |
21,804
+1,082
| +5% | +$99K | 0.46% | 36 |
|
|
2020
Q3 | $1.84M | Buy |
20,722
+40
| +0.2% | +$3.54K | 0.49% | 39 |
|
|
2020
Q2 | $1.65M | Buy |
20,682
+209
| +1% | +$16.7K | 0.48% | 43 |
|
|
2020
Q1 | $1.66M | Buy |
20,473
+1,127
| +6% | +$91.2K | 0.56% | 36 |
|
|
2019
Q4 | $1.77M | Buy |
19,346
+155
| +0.8% | +$14.1K | 0.49% | 48 |
|
|
2019
Q3 | $1.84M | Buy |
19,191
+6
| +0% | +$575 | 0.56% | 38 |
|
|
2019
Q2 | $1.69M | Buy |
19,185
+525
| +3% | +$46.3K | 0.53% | 44 |
|
|
2019
Q1 | $1.68M | Sell |
18,660
-771
| -4% | -$69.4K | 0.54% | 45 |
|
|
2018
Q4 | $1.68M | Buy |
19,431
+31
| +0.2% | +$2.68K | 0.58% | 39 |
|
|
2018
Q3 | $1.55M | Sell |
19,400
-49
| -0.3% | -$3.92K | 0.52% | 40 |
|
|
2018
Q2 | $1.54M | Sell |
19,449
-4
| -0% | -$316 | 0.56% | 40 |
|
|
2018
Q1 | $1.51M | Sell |
19,453
-184
| -0.9% | -$14.3K | 0.59% | 38 |
|
|
2017
Q4 | $1.65M | Buy |
19,637
+83
| +0.4% | +$6.98K | 0.65% | 36 |
|
|
2017
Q3 | $1.64M | Sell |
19,554
-65
| -0.3% | -$5.46K | 0.69% | 37 |
|
|
2017
Q2 | $1.64M | Sell |
19,619
-148
| -0.7% | -$12.4K | 0.75% | 33 |
|
|
2017
Q1 | $1.62M | Sell |
19,767
-9
| -0% | -$738 | 0.76% | 32 |
|
|
2016
Q4 | $1.54M | Buy |
19,776
+330
| +2% | +$25.6K | 0.78% | 32 |
|
|
2016
Q3 | $1.56M | Buy |
19,446
+4
| +0% | +$320 | 0.85% | 28 |
|
|
2016
Q2 | $1.67M | Buy |
+19,442
| New | +$1.67M | 0.96% | 26 |
|