Ritholtz Wealth Management’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 | $1.46M | Buy |
12,403
+1,915
| +18% | +$226K | 0.03% | 370 |
|
|
2025
Q1 | $1.28M | Buy |
10,488
+3,280
| +46% | +$400K | 0.04% | 344 |
|
|
2024
Q4 | $777K | Buy |
7,208
+174
| +2% | +$18.7K | 0.02% | 444 |
|
|
2024
Q3 | $811K | Buy |
7,034
+1,597
| +29% | +$184K | 0.02% | 423 |
|
|
2024
Q2 | $545K | Buy |
5,437
+291
| +6% | +$29.2K | 0.02% | 489 |
|
|
2024
Q1 | $498K | Buy |
5,146
+766
| +17% | +$74.1K | 0.02% | 528 |
|
|
2023
Q4 | $425K | Buy |
4,380
+37
| +0.9% | +$3.59K | 0.02% | 529 |
|
|
2023
Q3 | $383K | Buy |
4,343
+325
| +8% | +$28.7K | 0.02% | 500 |
|
|
2023
Q2 | $361K | Sell |
4,018
-709
| -15% | -$63.6K | 0.02% | 500 |
|
|
2023
Q1 | $456K | Sell |
4,727
-260
| -5% | -$25.1K | 0.02% | 428 |
|
|
2022
Q4 | $514K | Sell |
4,987
-5,237
| -51% | -$539K | 0.03% | 357 |
|
|
2022
Q3 | $951K | Buy |
10,224
+4,799
| +88% | +$446K | 0.05% | 253 |
|
|
2022
Q2 | $582K | Buy |
5,425
+1,574
| +41% | +$169K | 0.04% | 282 |
|
|
2022
Q1 | $430K | Buy |
3,851
+773
| +25% | +$86.3K | 0.03% | 334 |
|
|
2021
Q4 | $323K | Buy |
3,078
+753
| +32% | +$79K | 0.02% | 392 |
|
|
2021
Q3 | $227K | Buy |
2,325
+145
| +7% | +$14.2K | 0.02% | 435 |
|
|
2021
Q2 | $215K | Buy |
+2,180
| New | +$215K | 0.02% | 436 |
|