Salem Investment Counselors’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 | $3.8M | Sell |
32,162
-277
| -0.9% | -$32.7K | 0.12% | 104 |
|
|
2025
Q1 | $3.96M | Sell |
32,439
-7,348
| -18% | -$896K | 0.14% | 97 |
|
|
2024
Q4 | $4.29M | Sell |
39,787
-3,573
| -8% | -$385K | 0.14% | 97 |
|
|
2024
Q3 | $5M | Buy |
43,360
+4,123
| +11% | +$475K | 0.15% | 89 |
|
|
2024
Q2 | $3.93M | Sell |
39,237
-801
| -2% | -$80.3K | 0.13% | 104 |
|
|
2024
Q1 | $3.87M | Sell |
40,038
-583
| -1% | -$56.4K | 0.13% | 107 |
|
|
2023
Q4 | $3.94M | Sell |
40,621
-830
| -2% | -$80.5K | 0.14% | 98 |
|
|
2023
Q3 | $3.66M | Sell |
41,451
-176
| -0.4% | -$15.5K | 0.14% | 96 |
|
|
2023
Q2 | $3.74M | Sell |
41,627
-94
| -0.2% | -$8.44K | 0.14% | 101 |
|
|
2023
Q1 | $4.02M | Buy |
41,721
+8,511
| +26% | +$821K | 0.16% | 91 |
|
|
2022
Q4 | $3.42M | Sell |
33,210
-131
| -0.4% | -$13.5K | 0.15% | 96 |
|
|
2022
Q3 | $3.1M | Buy |
33,341
+286
| +0.9% | +$26.6K | 0.14% | 100 |
|
|
2022
Q2 | $3.54M | Buy |
33,055
+1,133
| +4% | +$121K | 0.16% | 94 |
|
|
2022
Q1 | $3.56M | Buy |
31,922
+6,105
| +24% | +$682K | 0.14% | 98 |
|
|
2021
Q4 | $2.71M | Buy |
25,817
+2,236
| +9% | +$235K | 0.09% | 117 |
|
|
2021
Q3 | $2.3M | Buy |
23,581
+1,996
| +9% | +$195K | 0.13% | 129 |
|
|
2021
Q2 | $2.13M | Sell |
21,585
-556
| -3% | -$54.9K | 0.12% | 132 |
|
|
2021
Q1 | $2.14M | Sell |
22,141
-2,200
| -9% | -$212K | 0.13% | 122 |
|
|
2020
Q4 | $2.23M | Buy |
24,341
+964
| +4% | +$88.3K | 0.15% | 109 |
|
|
2020
Q3 | $2.07M | Sell |
23,377
-1,498
| -6% | -$133K | 0.16% | 103 |
|
|
2020
Q2 | $1.99M | Buy |
24,875
+392
| +2% | +$31.3K | 0.17% | 101 |
|
|
2020
Q1 | $1.98M | Buy |
24,483
+1,483
| +6% | +$120K | 0.2% | 92 |
|
|
2019
Q4 | $2.1M | Buy |
23,000
+381
| +2% | +$34.8K | 0.17% | 110 |
|
|
2019
Q3 | $2.17M | Sell |
22,619
-143
| -0.6% | -$13.7K | 0.2% | 106 |
|
|
2019
Q2 | $2.01M | Sell |
22,762
-983
| -4% | -$86.8K | 0.19% | 111 |
|
|
2019
Q1 | $1.9M | Buy |
23,745
+149
| +0.6% | +$11.9K | 0.19% | 92 |
|
|
2018
Q4 | $2.04M | Sell |
23,596
-149
| -0.6% | -$12.9K | 0.26% | 77 |
|
|
2018
Q3 | $1.9M | Sell |
23,745
-321
| -1% | -$25.7K | 0.19% | 92 |
|
|
2018
Q2 | $1.9M | Buy |
24,066
+157
| +0.7% | +$12.4K | 0.17% | 93 |
|
|
2018
Q1 | $1.85M | Buy |
23,909
+64
| +0.3% | +$4.94K | 0.21% | 90 |
|
|
2017
Q4 | $2.01M | Buy |
23,845
+752
| +3% | +$63.3K | 0.22% | 85 |
|
|
2017
Q3 | $1.95M | Buy |
23,093
+137
| +0.6% | +$11.6K | 0.23% | 86 |
|
|
2017
Q2 | $1.92M | Sell |
22,956
-2,008
| -8% | -$168K | 0.22% | 90 |
|
|
2017
Q1 | $2.05M | Sell |
24,964
-793
| -3% | -$65K | 0.22% | 102 |
|
|
2016
Q4 | $2M | Buy |
25,757
+1,155
| +5% | +$89.6K | 0.23% | 95 |
|
|
2016
Q3 | $19.7K | Sell |
24,602
-18
| -0.1% | -$14 | 0.26% | 89 |
|
|
2016
Q2 | $2.11M | Sell |
24,620
-319
| -1% | -$27.4K | 0.25% | 92 |
|
|
2016
Q1 | $2.01M | Buy |
24,939
+3,603
| +17% | +$291K | 0.25% | 91 |
|
|
2015
Q4 | $1.52M | Sell |
21,336
-33
| -0.2% | -$2.36K | 0.19% | 104 |
|
|
2015
Q3 | $1.52M | Sell |
21,369
-974
| -4% | -$69.5K | 0.2% | 105 |
|
|
2015
Q2 | $1.58M | Sell |
22,343
-261
| -1% | -$18.4K | 0.19% | 113 |
|
|
2015
Q1 | $1.74M | Sell |
22,604
-4,187
| -16% | -$322K | 0.21% | 110 |
|
|
2014
Q4 | $2.24M | Sell |
26,791
-394
| -1% | -$32.9K | 0.27% | 90 |
|
|
2014
Q3 | $2.03M | Sell |
27,185
-353
| -1% | -$26.4K | 0.24% | 102 |
|
|
2014
Q2 | $2.04M | Sell |
27,538
-1,744
| -6% | -$129K | 0.25% | 101 |
|
|
2014
Q1 | $2.09M | Buy |
29,282
+1,551
| +6% | +$110K | 0.26% | 96 |
|
|
2013
Q4 | $1.91M | Sell |
27,731
-34
| -0.1% | -$2.35K | 0.25% | 96 |
|
|
2013
Q3 | $1.85M | Sell |
27,765
-560
| -2% | -$37.4K | 0.26% | 96 |
|
|
2013
Q2 | $1.91M | Buy |
+28,325
| New | +$1.91M | 0.28% | 86 |
|