Sawyer & Company’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 | $965K | Sell |
8,174
-160
| -2% | -$18.9K | 0.36% | 60 |
|
|
2025
Q1 | $1.02M | Sell |
8,334
-583
| -7% | -$71.1K | 0.41% | 61 |
|
|
2024
Q4 | $961K | Sell |
8,917
-2,275
| -20% | -$245K | 0.36% | 61 |
|
|
2024
Q3 | $1.29M | Sell |
11,192
-305
| -3% | -$35.2K | 0.48% | 59 |
|
|
2024
Q2 | $1.15M | Sell |
11,497
-195
| -2% | -$19.5K | 0.46% | 59 |
|
|
2024
Q1 | $1.13M | Sell |
11,692
-114
| -1% | -$11K | 0.45% | 61 |
|
|
2023
Q4 | $1.15M | Sell |
11,806
-70
| -0.6% | -$6.8K | 0.51% | 62 |
|
|
2023
Q3 | $1.05M | Sell |
11,876
-25
| -0.2% | -$2.21K | 0.49% | 61 |
|
|
2023
Q2 | $1.07M | Hold |
11,901
| – | – | 0.49% | 63 |
|
|
2023
Q1 | $1.18M | Sell |
11,901
-54
| -0.5% | -$5.35K | 0.64% | 55 |
|
|
2022
Q4 | $1.23M | Buy |
11,955
+835
| +8% | +$86K | 0.61% | 54 |
|
|
2022
Q3 | $1.03M | Sell |
11,120
-225
| -2% | -$20.9K | 0.56% | 59 |
|
|
2022
Q2 | $1.22M | Sell |
11,345
-305
| -3% | -$32.7K | 0.62% | 55 |
|
|
2022
Q1 | $1.3M | Sell |
11,650
-140
| -1% | -$15.6K | 0.59% | 57 |
|
|
2021
Q4 | $1.24M | Hold |
11,790
| – | – | 0.53% | 60 |
|
|
2021
Q3 | $1.15M | Hold |
11,790
| – | – | 0.54% | 60 |
|
|
2021
Q2 | $1.16M | Sell |
11,790
-45
| -0.4% | -$4.44K | 0.54% | 60 |
|
|
2021
Q1 | $1.14M | Sell |
11,835
-285
| -2% | -$27.5K | 0.57% | 56 |
|
|
2020
Q4 | $1.11M | Sell |
12,120
-65
| -0.5% | -$5.95K | 0.57% | 57 |
|
|
2020
Q3 | $1.08M | Hold |
12,185
| – | – | 0.64% | 53 |
|
|
2020
Q2 | $973K | Hold |
12,185
| – | – | 0.6% | 54 |
|
|
2020
Q1 | $986K | Buy |
12,185
+260
| +2% | +$21K | 0.79% | 41 |
|
|
2019
Q4 | $1.09M | Buy |
11,925
+2,345
| +24% | +$214K | 0.7% | 45 |
|
|
2019
Q3 | $918K | Sell |
9,580
-290
| -3% | -$27.8K | 0.65% | 48 |
|
|
2019
Q2 | $871K | Sell |
9,870
-145
| -1% | -$12.8K | 0.58% | 59 |
|
|
2019
Q1 | $901K | Buy |
10,015
+1,630
| +19% | +$147K | 0.59% | 60 |
|
|
2018
Q4 | $724K | Buy |
8,385
+145
| +2% | +$12.5K | 0.53% | 61 |
|
|
2018
Q3 | $659K | Buy |
8,240
+4,820
| +141% | +$385K | 0.4% | 73 |
|
|
2018
Q2 | $270K | Buy |
3,420
+2,500
| +272% | +$197K | 0.18% | 93 |
|
|
2018
Q1 | $71K | Buy |
+920
| New | +$71K | 0.05% | 124 |
|