Shoker Investment Counsel’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 | $2.89M | Sell |
24,503
-7
| -0% | -$826 | 0.91% | 33 |
|
|
2025
Q1 | $2.99M | Buy |
24,510
+592
| +2% | +$72.2K | 1.01% | 32 |
|
|
2024
Q4 | $2.58M | Buy |
23,918
+377
| +2% | +$40.6K | 0.87% | 39 |
|
|
2024
Q3 | $2.71M | Sell |
23,541
-677
| -3% | -$78.1K | 0.91% | 38 |
|
|
2024
Q2 | $2.43M | Buy |
24,218
+2,747
| +13% | +$275K | 0.86% | 38 |
|
|
2024
Q1 | $2.06M | Buy |
21,471
+98
| +0.5% | +$9.42K | 0.74% | 41 |
|
|
2023
Q4 | $2.07M | Buy |
21,373
+529
| +3% | +$51.3K | 0.8% | 39 |
|
|
2023
Q3 | $1.84M | Sell |
20,844
-48
| -0.2% | -$4.24K | 0.8% | 40 |
|
|
2023
Q2 | $1.87M | Buy |
20,892
+175
| +0.8% | +$15.7K | 0.78% | 41 |
|
|
2023
Q1 | $2M | Sell |
20,717
-104
| -0.5% | -$10K | 0.87% | 40 |
|
|
2022
Q4 | $2.14M | Buy |
20,821
+178
| +0.9% | +$18.3K | 0.96% | 34 |
|
|
2022
Q3 | $1.92M | Buy |
20,643
+1,171
| +6% | +$109K | 1.01% | 35 |
|
|
2022
Q2 | $2.09M | Buy |
19,472
+884
| +5% | +$94.7K | 1.11% | 33 |
|
|
2022
Q1 | $2.08M | Sell |
18,588
-97
| -0.5% | -$10.8K | 1.03% | 35 |
|
|
2021
Q4 | $1.96M | Sell |
18,685
-23
| -0.1% | -$2.41K | 0.9% | 37 |
|
|
2021
Q3 | $1.83M | Buy |
18,708
+559
| +3% | +$54.5K | 0.91% | 36 |
|
|
2021
Q2 | $1.79M | Buy |
18,149
+360
| +2% | +$35.5K | 0.89% | 39 |
|
|
2021
Q1 | $1.72M | Sell |
17,789
-1,107
| -6% | -$107K | 0.9% | 40 |
|
|
2020
Q4 | $1.73M | Buy |
18,896
+339
| +2% | +$31K | 0.97% | 34 |
|
|
2020
Q3 | $1.64M | Buy |
18,557
+152
| +0.8% | +$13.5K | 1.08% | 31 |
|
|
2020
Q2 | $1.47M | Buy |
18,405
+275
| +2% | +$22K | 1.02% | 34 |
|
|
2020
Q1 | $1.47M | Buy |
18,130
+396
| +2% | +$32K | 1.23% | 28 |
|
|
2019
Q4 | $1.62M | Buy |
17,734
+585
| +3% | +$53.3K | 1.08% | 32 |
|
|
2019
Q3 | $1.64M | Buy |
17,149
+505
| +3% | +$48.4K | 1.18% | 29 |
|
|
2019
Q2 | $1.47M | Buy |
16,644
+352
| +2% | +$31K | 1.07% | 31 |
|
|
2019
Q1 | $1.47M | Buy |
16,292
+746
| +5% | +$67.1K | 1.08% | 30 |
|
|
2018
Q4 | $1.34M | Buy |
15,546
+7,556
| +95% | +$652K | 1.12% | 26 |
|
|
2018
Q3 | $639K | Buy |
7,990
+550
| +7% | +$44K | 0.46% | 56 |
|
|
2018
Q2 | $588K | Buy |
7,440
+661
| +10% | +$52.2K | 0.44% | 59 |
|
|
2018
Q1 | $525K | Buy |
6,779
+332
| +5% | +$25.7K | 0.4% | 63 |
|
|
2017
Q4 | $542K | Buy |
6,447
+1,289
| +25% | +$108K | 0.39% | 65 |
|
|
2017
Q3 | $432K | Buy |
5,158
+646
| +14% | +$54.1K | 0.33% | 71 |
|
|
2017
Q2 | $377K | Buy |
4,512
+28
| +0.6% | +$2.34K | 0.3% | 75 |
|
|
2017
Q1 | $367K | Buy |
4,484
+21
| +0.5% | +$1.72K | 0.31% | 74 |
|
|
2016
Q4 | $346K | Buy |
4,463
+23
| +0.5% | +$1.78K | 0.29% | 78 |
|
|
2016
Q3 | $355K | Buy |
4,440
+21
| +0.5% | +$1.68K | 0.3% | 72 |
|
|
2016
Q2 | $379K | Buy |
4,419
+20
| +0.5% | +$1.72K | 0.34% | 70 |
|
|
2016
Q1 | $354K | Buy |
+4,399
| New | +$354K | 0.33% | 73 |
|