Pettyjohn Wood & White’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 | $1.71M | Buy |
14,487
+400
| +3% | +$47.2K | 0.31% | 71 |
|
|
2025
Q1 | $1.72M | Sell |
14,087
-2,214
| -14% | -$270K | 0.33% | 68 |
|
|
2024
Q4 | $1.76M | Hold |
16,301
| – | – | 0.32% | 63 |
|
|
2024
Q3 | $1.88M | Sell |
16,301
-351
| -2% | -$40.5K | 0.35% | 64 |
|
|
2024
Q2 | $1.67M | Hold |
16,652
| – | – | 0.32% | 68 |
|
|
2024
Q1 | $1.61M | Buy |
16,652
+250
| +2% | +$24.2K | 0.32% | 64 |
|
|
2023
Q4 | $1.59M | Buy |
16,402
+296
| +2% | +$28.7K | 0.34% | 64 |
|
|
2023
Q3 | $1.42M | Buy |
16,106
+80
| +0.5% | +$7.06K | 0.34% | 65 |
|
|
2023
Q2 | $1.44M | Sell |
16,026
-352
| -2% | -$31.6K | 0.33% | 65 |
|
|
2023
Q1 | $1.58M | Sell |
16,378
-192
| -1% | -$18.5K | 0.39% | 61 |
|
|
2022
Q4 | $1.71M | Sell |
16,570
-150
| -0.9% | -$15.5K | 0.43% | 55 |
|
|
2022
Q3 | $1.56M | Sell |
16,720
-804
| -5% | -$74.8K | 0.41% | 59 |
|
|
2022
Q2 | $1.88M | Buy |
17,524
+261
| +2% | +$28K | 0.44% | 58 |
|
|
2022
Q1 | $1.93M | Sell |
17,263
-677
| -4% | -$75.6K | 0.41% | 58 |
|
|
2021
Q4 | $1.88M | Sell |
17,940
-375
| -2% | -$39.3K | 0.39% | 61 |
|
|
2021
Q3 | $1.79M | Sell |
18,315
-55
| -0.3% | -$5.37K | 0.4% | 63 |
|
|
2021
Q2 | $1.81M | Sell |
18,370
-889
| -5% | -$87.7K | 0.41% | 63 |
|
|
2021
Q1 | $1.86M | Buy |
19,259
+500
| +3% | +$48.3K | 0.44% | 58 |
|
|
2020
Q4 | $1.72M | Sell |
18,759
-171
| -0.9% | -$15.7K | 0.44% | 58 |
|
|
2020
Q3 | $1.68M | Buy |
18,930
+5,399
| +40% | +$478K | 0.49% | 56 |
|
|
2020
Q2 | $1.08M | Sell |
13,531
-263
| -2% | -$21K | 0.35% | 62 |
|
|
2020
Q1 | $1.12M | Sell |
13,794
-15
| -0.1% | -$1.21K | 0.42% | 57 |
|
|
2019
Q4 | $1.26M | Buy |
13,809
+50
| +0.4% | +$4.56K | 0.36% | 63 |
|
|
2019
Q3 | $1.32M | Sell |
13,759
-150
| -1% | -$14.4K | 0.4% | 59 |
|
|
2019
Q2 | $1.23M | Buy |
13,909
+262
| +2% | +$23.1K | 0.38% | 63 |
|
|
2019
Q1 | $1.23M | Buy |
13,647
+299
| +2% | +$26.9K | 0.4% | 61 |
|
|
2018
Q4 | $1.15M | Buy |
13,348
+870
| +7% | +$75.1K | 0.42% | 62 |
|
|
2018
Q3 | $998K | Sell |
12,478
-10
| -0.1% | -$800 | 0.32% | 73 |
|
|
2018
Q2 | $988K | Sell |
12,488
-132
| -1% | -$10.4K | 0.35% | 71 |
|
|
2018
Q1 | $978K | Buy |
12,620
+588
| +5% | +$45.6K | 0.35% | 71 |
|
|
2017
Q4 | $1.01M | Sell |
12,032
-1,195
| -9% | -$101K | 0.36% | 73 |
|
|
2017
Q3 | $1.11M | Hold |
13,227
| – | – | 0.41% | 63 |
|
|
2017
Q2 | $1.11M | Buy |
13,227
+142
| +1% | +$11.9K | 0.41% | 67 |
|
|
2017
Q1 | $1.07M | Sell |
13,085
-720
| -5% | -$59K | 0.4% | 70 |
|
|
2016
Q4 | $1.07M | Sell |
13,805
-50
| -0.4% | -$3.88K | 0.42% | 67 |
|
|
2016
Q3 | $1.11M | Sell |
13,855
-1,034
| -7% | -$82.8K | 0.53% | 57 |
|
|
2016
Q2 | $1.28M | Sell |
14,889
-41
| -0.3% | -$3.52K | 0.5% | 62 |
|
|
2016
Q1 | $1.21M | Buy |
14,930
+65
| +0.4% | +$5.25K | 0.49% | 61 |
|
|
2015
Q4 | $1.06M | Buy |
14,865
+2,079
| +16% | +$148K | 0.45% | 61 |
|
|
2015
Q3 | $920K | Buy |
12,786
+801
| +7% | +$57.6K | 0.42% | 68 |
|
|
2015
Q2 | $846K | Sell |
11,985
-617
| -5% | -$43.6K | 0.36% | 74 |
|
|
2015
Q1 | $968K | Sell |
12,602
-182
| -1% | -$14K | 0.4% | 71 |
|
|
2014
Q4 | $1.07M | Hold |
12,784
| – | – | 0.44% | 70 |
|
|
2014
Q3 | $956K | Sell |
12,784
-195
| -2% | -$14.6K | 0.41% | 70 |
|
|
2014
Q2 | $963K | Sell |
12,979
-406
| -3% | -$30.1K | 0.42% | 72 |
|
|
2014
Q1 | $953K | Buy |
13,385
+1,245
| +10% | +$88.6K | 0.44% | 71 |
|
|
2013
Q4 | $838K | Buy |
12,140
+113
| +0.9% | +$7.8K | 0.49% | 68 |
|
|
2013
Q3 | $803K | Hold |
12,027
| – | – | 0.5% | 66 |
|
|
2013
Q2 | $812K | Buy |
+12,027
| New | +$812K | 0.51% | 61 |
|