Richard C. Young & Co’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 | $4.93M | Buy |
41,746
+736
| +2% | +$86.8K | 0.49% | 59 |
|
|
2025
Q1 | $5M | Buy |
41,010
+1,225
| +3% | +$149K | 0.54% | 60 |
|
|
2024
Q4 | $4.29M | Buy |
39,785
+3,312
| +9% | +$357K | 0.47% | 62 |
|
|
2024
Q3 | $4.21M | Buy |
36,473
+27,399
| +302% | +$3.16M | 0.46% | 57 |
|
|
2024
Q2 | $909K | Buy |
+9,074
| New | +$909K | 0.11% | 66 |
|
|
2015
Q4 | – | Sell |
-9,218
| Closed | -$663K | – | 78 |
|
|
2015
Q3 | $663K | Sell |
9,218
-99,587
| -92% | -$7.16M | 0.16% | 60 |
|
|
2015
Q2 | $7.68M | Sell |
108,805
-19,484
| -15% | -$1.38M | 1.73% | 25 |
|
|
2015
Q1 | $9.85M | Buy |
128,289
+66
| +0.1% | +$5.07K | 2.15% | 13 |
|
|
2014
Q4 | $10.7M | Sell |
128,223
-504
| -0.4% | -$42.1K | 2.26% | 11 |
|
|
2014
Q3 | $9.63M | Buy |
128,727
+615
| +0.5% | +$46K | 2.06% | 13 |
|
|
2014
Q2 | $9.51M | Buy |
128,112
+2,605
| +2% | +$193K | 1.93% | 17 |
|
|
2014
Q1 | $8.94M | Sell |
125,507
-915
| -0.7% | -$65.2K | 1.9% | 22 |
|
|
2013
Q4 | $8.72M | Buy |
126,422
+375
| +0.3% | +$25.9K | 1.89% | 19 |
|
|
2013
Q3 | $8.42M | Buy |
126,047
+2,184
| +2% | +$146K | 1.91% | 16 |
|
|
2013
Q2 | $8.36M | Buy |
+123,863
| New | +$8.36M | 2.08% | 13 |
|