Schulhoff & 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 | $1.23M | Buy |
10,434
+210
| +2% | +$24.8K | 0.55% | 44 |
|
|
2025
Q1 | $1.25M | Hold |
10,224
| – | – | 0.55% | 45 |
|
|
2024
Q4 | $1.1M | Hold |
10,224
| – | – | 0.4% | 52 |
|
|
2024
Q3 | $1.18M | Hold |
10,224
| – | – | 0.49% | 52 |
|
|
2024
Q2 | $1.02M | Hold |
10,224
| – | – | 0.46% | 53 |
|
|
2024
Q1 | $989K | Sell |
10,224
-175
| -2% | -$16.9K | 0.43% | 57 |
|
|
2023
Q4 | $1.01M | Hold |
10,399
| – | – | 0.48% | 51 |
|
|
2023
Q3 | $918K | Sell |
10,399
-325
| -3% | -$28.7K | 0.46% | 51 |
|
|
2023
Q2 | $962K | Hold |
10,724
| – | – | 0.45% | 53 |
|
|
2023
Q1 | $1.03M | Hold |
10,724
| – | – | 0.48% | 51 |
|
|
2022
Q4 | $1.1M | Sell |
10,724
-234
| -2% | -$24.1K | 0.51% | 48 |
|
|
2022
Q3 | $1.02M | Buy |
10,958
+100
| +0.9% | +$9.3K | 0.53% | 50 |
|
|
2022
Q2 | $1.16M | Hold |
10,858
| – | – | 0.54% | 48 |
|
|
2022
Q1 | $1.21M | Buy |
10,858
+75
| +0.7% | +$8.37K | 0.51% | 49 |
|
|
2021
Q4 | $1.13M | Hold |
10,783
| – | – | 0.47% | 53 |
|
|
2021
Q3 | $1.05M | Sell |
10,783
-56
| -0.5% | -$5.46K | 0.47% | 52 |
|
|
2021
Q2 | $1.07M | Buy |
10,839
+110
| +1% | +$10.9K | 0.47% | 51 |
|
|
2021
Q1 | $1.04M | Buy |
10,729
+50
| +0.5% | +$4.82K | 0.47% | 49 |
|
|
2020
Q4 | $977K | Hold |
10,679
| – | – | 0.49% | 48 |
|
|
2020
Q3 | $945K | Hold |
10,679
| – | – | 0.51% | 46 |
|
|
2020
Q2 | $853K | Hold |
10,679
| – | – | 0.5% | 48 |
|
|
2020
Q1 | $863K | Buy |
10,679
+315
| +3% | +$25.5K | 0.54% | 46 |
|
|
2019
Q4 | $945K | Buy |
10,364
+200
| +2% | +$18.2K | 0.44% | 52 |
|
|
2019
Q3 | $974K | Buy |
10,164
+300
| +3% | +$28.7K | 0.48% | 52 |
|
|
2019
Q2 | $870K | Buy |
9,864
+100
| +1% | +$8.82K | 0.45% | 53 |
|
|
2019
Q1 | $878K | Buy |
9,764
+921
| +10% | +$82.8K | 0.47% | 53 |
|
|
2018
Q4 | $763K | Hold |
8,843
| – | – | 0.48% | 54 |
|
|
2018
Q3 | $707K | Buy |
8,843
+490
| +6% | +$39.2K | 0.4% | 58 |
|
|
2018
Q2 | $660K | Sell |
8,353
-520
| -6% | -$41.1K | 0.39% | 57 |
|
|
2018
Q1 | $687K | Buy |
8,873
+831
| +10% | +$64.3K | 0.4% | 57 |
|
|
2017
Q4 | $676K | Buy |
8,042
+167
| +2% | +$14K | 0.38% | 56 |
|
|
2017
Q3 | $660K | Hold |
7,875
| – | – | 0.39% | 57 |
|
|
2017
Q2 | $658K | Buy |
7,875
+135
| +2% | +$11.3K | 0.4% | 60 |
|
|
2017
Q1 | $634K | Buy |
7,740
+400
| +5% | +$32.8K | 0.39% | 58 |
|
|
2016
Q4 | $569K | Sell |
7,340
-562
| -7% | -$43.6K | 0.35% | 58 |
|
|
2016
Q3 | $632K | Buy |
7,902
+825
| +12% | +$66K | 0.39% | 55 |
|
|
2016
Q2 | $607K | Buy |
7,077
+100
| +1% | +$8.58K | 0.38% | 53 |
|
|
2016
Q1 | $562K | Hold |
6,977
| – | – | 0.37% | 56 |
|
|
2015
Q4 | $498K | Sell |
6,977
-300
| -4% | -$21.4K | 0.34% | 60 |
|
|
2015
Q3 | $523K | Sell |
7,277
-312
| -4% | -$22.4K | 0.37% | 57 |
|
|
2015
Q2 | $535K | Hold |
7,589
| – | – | 0.34% | 57 |
|
|
2015
Q1 | $582K | Sell |
7,589
-390
| -5% | -$29.9K | 0.36% | 55 |
|
|
2014
Q4 | $666K | Hold |
7,979
| – | – | 0.4% | 48 |
|
|
2014
Q3 | $597K | Sell |
7,979
-139
| -2% | -$10.4K | 0.37% | 58 |
|
|
2014
Q2 | $602K | Buy |
8,118
+1,140
| +16% | +$84.5K | 0.37% | 56 |
|
|
2014
Q1 | $497K | Hold |
6,978
| – | – | 0.34% | 52 |
|
|
2013
Q4 | $482K | Hold |
6,978
| – | – | 0.33% | 54 |
|
|
2013
Q3 | $466K | Sell |
6,978
-500
| -7% | -$33.4K | 0.34% | 54 |
|
|
2013
Q2 | $505K | Buy |
+7,478
| New | +$505K | 0.38% | 49 |
|