Pittenger & Anderson Inc’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 | $856K | Hold |
7,250
| – | – | 0.03% | 162 |
|
|
2025
Q1 | $884K | Buy |
7,250
+1,900
| +36% | +$232K | 0.03% | 160 |
|
|
2024
Q4 | $576K | Hold |
5,350
| – | – | 0.02% | 183 |
|
|
2024
Q3 | $617K | Buy |
5,350
+2,100
| +65% | +$242K | 0.02% | 176 |
|
|
2024
Q2 | $326K | Hold |
3,250
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $314K | Hold |
3,250
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $315K | Hold |
3,250
| – | – | 0.01% | 199 |
|
|
2023
Q3 | $287K | Sell |
3,250
-250
| -7% | -$22.1K | 0.01% | 183 |
|
|
2023
Q2 | $314K | Hold |
3,500
| – | – | 0.02% | 182 |
|
|
2023
Q1 | $338K | Buy |
3,500
+250
| +8% | +$24.1K | 0.02% | 176 |
|
|
2022
Q4 | $335K | Hold |
3,250
| – | – | 0.02% | 173 |
|
|
2022
Q3 | $302K | Hold |
3,250
| – | – | 0.02% | 173 |
|
|
2022
Q2 | $348K | Hold |
3,250
| – | – | 0.02% | 171 |
|
|
2022
Q1 | $363K | Sell |
3,250
-150
| -4% | -$16.8K | 0.02% | 175 |
|
|
2021
Q4 | $357K | Hold |
3,400
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $332K | Buy |
3,400
+150
| +5% | +$14.6K | 0.02% | 179 |
|
|
2021
Q2 | $321K | Buy |
3,250
+250
| +8% | +$24.7K | 0.02% | 176 |
|
|
2021
Q1 | $290K | Hold |
3,000
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $275K | Sell |
3,000
-166
| -5% | -$15.2K | 0.02% | 181 |
|
|
2020
Q3 | $280K | Hold |
3,166
| – | – | 0.02% | 179 |
|
|
2020
Q2 | $253K | Sell |
3,166
-21
| -0.7% | -$1.68K | 0.02% | 184 |
|
|
2020
Q1 | $258K | Buy |
3,187
+21
| +0.7% | +$1.7K | 0.02% | 182 |
|
|
2019
Q4 | $289K | Hold |
3,166
| – | – | 0.02% | 201 |
|
|
2019
Q3 | $303K | Hold |
3,166
| – | – | 0.02% | 200 |
|
|
2019
Q2 | $279K | Hold |
3,166
| – | – | 0.02% | 203 |
|
|
2019
Q1 | $285K | Hold |
3,166
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $273K | Hold |
3,166
| – | – | 0.03% | 199 |
|
|
2018
Q3 | $253K | Sell |
3,166
-400
| -11% | -$32K | 0.02% | 210 |
|
|
2018
Q2 | $282K | Sell |
3,566
-16,020
| -82% | -$1.27M | 0.02% | 204 |
|
|
2018
Q1 | $1.52M | Hold |
19,586
| – | – | 0.13% | 159 |
|
|
2017
Q4 | $1.65M | Buy |
19,586
+166
| +0.9% | +$14K | 0.14% | 152 |
|
|
2017
Q3 | $1.63M | Hold |
19,420
| – | – | 0.15% | 140 |
|
|
2017
Q2 | $1.62M | Hold |
19,420
| – | – | 0.16% | 142 |
|
|
2017
Q1 | $1.59M | Hold |
19,420
| – | – | 0.16% | 140 |
|
|
2016
Q4 | $1.51M | Buy |
19,420
+20
| +0.1% | +$1.55K | 0.16% | 141 |
|
|
2016
Q3 | $1.55M | Sell |
19,400
-137
| -0.7% | -$11K | 0.17% | 141 |
|
|
2016
Q2 | $1.68M | Buy |
19,537
+137
| +0.7% | +$11.8K | 0.18% | 134 |
|
|
2016
Q1 | $1.57M | Sell |
19,400
-400
| -2% | -$32.3K | 0.18% | 127 |
|
|
2015
Q4 | $1.41M | Sell |
19,800
-78
| -0.4% | -$5.57K | 0.18% | 137 |
|
|
2015
Q3 | $1.43M | Hold |
19,878
| – | – | 0.19% | 132 |
|
|
2015
Q2 | $1.4M | Hold |
19,878
| – | – | 0.18% | 138 |
|
|
2015
Q1 | $1.53M | Hold |
19,878
| – | – | 0.2% | 126 |
|
|
2014
Q4 | $1.66M | Hold |
19,878
| – | – | 0.22% | 115 |
|
|
2014
Q3 | $1.49M | Hold |
19,878
| – | – | 0.22% | 105 |
|
|
2014
Q2 | $1.48M | Sell |
19,878
-70
| -0.4% | -$5.19K | 0.22% | 108 |
|
|
2014
Q1 | $1.42M | Hold |
19,948
| – | – | 0.2% | 121 |
|
|
2013
Q4 | $1.38M | Sell |
19,948
-100
| -0.5% | -$6.9K | 0.19% | 120 |
|
|
2013
Q3 | $1.34M | Sell |
20,048
-558
| -3% | -$37.3K | 0.21% | 118 |
|
|
2013
Q2 | $1.39M | Buy |
+20,606
| New | +$1.39M | 0.24% | 113 |
|