Shelton Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Sell |
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|
2025
Q1 | $4.37M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $4.34M | Sell |
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|
2024
Q2 | $3.89M | Sell |
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|
2024
Q1 | $3.75M | Sell |
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|
2023
Q4 | $4.23M | Sell |
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|
2023
Q3 | $4.2M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $927K | Sell |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $950K | Hold |
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|
2022
Q1 | $990K | Buy |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $813K | Sell |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $2.21M | Sell |
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|
2020
Q3 | $5.36M | Buy |
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|
2020
Q2 | $2.88M | Sell |
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|
2020
Q1 | $2.93M | Buy |
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|
2019
Q4 | $731K | Sell |
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|
2019
Q3 | $1.65M | Hold |
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|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $18.6K | Sell |
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|
2018
Q4 | $1.49M | Hold |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $1.28M | Hold |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.4M | Hold |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $1.24M | Buy |
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|
2017
Q1 | $1.17M | Hold |
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|
2016
Q4 | $1.11M | Hold |
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|
2016
Q3 | $1.14M | Hold |
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|
2016
Q2 | $1.23M | Sell |
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|
2016
Q1 | $1.49M | Sell |
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|
2015
Q4 | $1.33M | Buy |
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|
2015
Q3 | $1.24M | Sell |
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|
2015
Q2 | $2.31M | Hold |
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|
2015
Q1 | $2.52M | Sell |
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|
2014
Q4 | $2.75M | Sell |
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|
2014
Q3 | $3.04M | Hold |
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|
2014
Q2 | $3.02M | Buy |
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|
2014
Q1 | $2.34M | Buy |
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|
2013
Q4 | $2.22M | Hold |
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|
2013
Q3 | $2.15M | Sell |
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|
2013
Q2 | $2.19M | Buy |
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