SSWM
Sheets Smith Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
27,578
+61
| +0.2% | +$7.2K | 0.38% | 64 |
|
|
2025
Q1 | $3.36M | Buy |
27,517
+85
| +0.3% | +$10.4K | 0.42% | 63 |
|
|
2024
Q4 | $2.96M | Sell |
27,432
-53
| -0.2% | -$5.71K | 0.36% | 67 |
|
|
2024
Q3 | $3.17M | Sell |
27,485
-2,354
| -8% | -$271K | 0.39% | 63 |
|
|
2024
Q2 | $2.99M | Buy |
29,839
+238
| +0.8% | +$23.9K | 0.36% | 68 |
|
|
2024
Q1 | $2.86M | Buy |
29,601
+256
| +0.9% | +$24.8K | 0.32% | 76 |
|
|
2023
Q4 | $2.85M | Sell |
29,345
-690
| -2% | -$67K | 0.41% | 65 |
|
|
2023
Q3 | $2.65M | Sell |
30,035
-201
| -0.7% | -$17.7K | 0.4% | 65 |
|
|
2023
Q2 | $2.71M | Buy |
30,236
+565
| +2% | +$50.7K | 0.4% | 62 |
|
|
2023
Q1 | $2.86M | Sell |
29,671
-93
| -0.3% | -$8.97K | 0.44% | 57 |
|
|
2022
Q4 | $3.07M | Buy |
29,764
+989
| +3% | +$102K | 0.48% | 52 |
|
|
2022
Q3 | $2.68M | Buy |
28,775
+367
| +1% | +$34.1K | 0.45% | 57 |
|
|
2022
Q2 | $3.05M | Sell |
28,408
-382
| -1% | -$41K | 0.5% | 52 |
|
|
2022
Q1 | $3.22M | Sell |
28,790
-730
| -2% | -$81.5K | 0.44% | 56 |
|
|
2021
Q4 | $3.1M | Sell |
29,520
-28
| -0.1% | -$2.94K | 0.38% | 67 |
|
|
2021
Q3 | $2.88M | Sell |
29,548
-582
| -2% | -$56.8K | 0.39% | 62 |
|
|
2021
Q2 | $2.97M | Sell |
30,130
-50
| -0.2% | -$4.94K | 0.4% | 64 |
|
|
2021
Q1 | $2.91M | Buy |
30,180
+305
| +1% | +$29.4K | 0.43% | 65 |
|
|
2020
Q4 | $2.74M | Buy |
29,875
+6
| +0% | +$549 | 0.41% | 69 |
|
|
2020
Q3 | $2.65M | Buy |
29,869
+1,027
| +4% | +$90.9K | 0.46% | 61 |
|
|
2020
Q2 | $2.3M | Buy |
28,842
+2,646
| +10% | +$211K | 0.46% | 59 |
|
|
2020
Q1 | $2.12M | Buy |
26,196
+8,787
| +50% | +$711K | 0.44% | 55 |
|
|
2019
Q4 | $1.59M | Buy |
17,409
+169
| +1% | +$15.4K | 0.3% | 85 |
|
|
2019
Q3 | $1.65M | Sell |
17,240
-2,399
| -12% | -$230K | 0.34% | 81 |
|
|
2019
Q2 | $1.73M | Buy |
19,639
+25
| +0.1% | +$2.21K | 0.36% | 84 |
|
|
2019
Q1 | $1.77M | Buy |
19,614
+108
| +0.6% | +$9.72K | 0.38% | 80 |
|
|
2018
Q4 | $1.68M | Buy |
19,506
+5,455
| +39% | +$471K | 0.45% | 69 |
|
|
2018
Q3 | $1.12M | Buy |
14,051
+120
| +0.9% | +$9.6K | 0.23% | 106 |
|
|
2018
Q2 | $1.1M | Buy |
13,931
+1,028
| +8% | +$81.3K | 0.26% | 95 |
|
|
2018
Q1 | $1M | Buy |
12,903
+628
| +5% | +$48.7K | 0.24% | 113 |
|
|
2017
Q4 | $1.03M | Buy |
12,275
+100
| +0.8% | +$8.41K | 0.24% | 115 |
|
|
2017
Q3 | $1.02M | Sell |
12,175
-96
| -0.8% | -$8.06K | 0.26% | 108 |
|
|
2017
Q2 | $1.03M | Buy |
12,271
+96
| +0.8% | +$8.03K | 0.27% | 104 |
|
|
2017
Q1 | $998K | Buy |
12,175
+100
| +0.8% | +$8.2K | 0.27% | 108 |
|
|
2016
Q4 | $937K | Buy |
12,075
+660
| +6% | +$51.2K | 0.26% | 105 |
|
|
2016
Q3 | $914K | Buy |
11,415
+1,274
| +13% | +$102K | 0.26% | 109 |
|
|
2016
Q2 | $870K | Sell |
10,141
-1,520
| -13% | -$130K | 0.25% | 119 |
|
|
2016
Q1 | $941K | Buy |
11,661
+3,478
| +43% | +$281K | 0.29% | 91 |
|
|
2015
Q4 | $584K | Sell |
8,183
-966
| -11% | -$68.9K | 0.18% | 142 |
|
|
2015
Q3 | $658K | Buy |
9,149
+605
| +7% | +$43.5K | 0.22% | 122 |
|
|
2015
Q2 | $603K | Buy |
8,544
+14
| +0.2% | +$988 | 0.16% | 151 |
|
|
2015
Q1 | $655K | Buy |
8,530
+44
| +0.5% | +$3.38K | 0.18% | 151 |
|
|
2014
Q4 | $709K | Buy |
8,486
+439
| +5% | +$36.7K | 0.19% | 155 |
|
|
2014
Q3 | $602K | Buy |
8,047
+44
| +0.5% | +$3.29K | 0.16% | 161 |
|
|
2014
Q2 | $594K | Sell |
8,003
-235
| -3% | -$17.4K | 0.16% | 169 |
|
|
2014
Q1 | $587K | Buy |
8,238
+657
| +9% | +$46.8K | 0.16% | 165 |
|
|
2013
Q4 | $523K | Buy |
+7,581
| New | +$523K | 0.14% | 176 |
|