SMC
Smith, Moore & Co’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
17,696
-859
| -5% | -$101K | 0.18% | 114 |
|
|
2025
Q1 | $2.26M | Sell |
18,555
-480
| -3% | -$58.5K | 0.21% | 102 |
|
|
2024
Q4 | $2.05M | Buy |
19,035
+554
| +3% | +$59.7K | 0.19% | 108 |
|
|
2024
Q3 | $2.13M | Sell |
18,481
-202
| -1% | -$23.3K | 0.2% | 98 |
|
|
2024
Q2 | $1.87M | Sell |
18,683
-47
| -0.3% | -$4.71K | 0.19% | 104 |
|
|
2024
Q1 | $1.81M | Buy |
18,730
+237
| +1% | +$22.9K | 0.19% | 107 |
|
|
2023
Q4 | $1.79M | Sell |
18,493
-524
| -3% | -$50.8K | 0.21% | 95 |
|
|
2023
Q3 | $1.68M | Buy |
19,017
+114
| +0.6% | +$10.1K | 0.22% | 92 |
|
|
2023
Q2 | $1.7M | Buy |
18,903
+1,033
| +6% | +$92.7K | 0.22% | 95 |
|
|
2023
Q1 | $1.72M | Buy |
17,870
+230
| +1% | +$22.2K | 0.23% | 85 |
|
|
2022
Q4 | $1.82M | Buy |
17,640
+428
| +2% | +$44.1K | 0.25% | 81 |
|
|
2022
Q3 | $1.6M | Buy |
17,212
+579
| +3% | +$53.9K | 0.24% | 89 |
|
|
2022
Q2 | $1.78M | Buy |
16,633
+683
| +4% | +$73.2K | 0.28% | 83 |
|
|
2022
Q1 | $1.78M | Sell |
15,950
-252
| -2% | -$28.1K | 0.24% | 82 |
|
|
2021
Q4 | $1.7M | Sell |
16,202
-354
| -2% | -$37.1K | 0.24% | 81 |
|
|
2021
Q3 | $1.62M | Buy |
16,556
+387
| +2% | +$37.8K | 0.25% | 76 |
|
|
2021
Q2 | $1.6M | Sell |
16,169
-1,424
| -8% | -$141K | 0.24% | 76 |
|
|
2021
Q1 | $1.7M | Buy |
17,593
+1,032
| +6% | +$99.6K | 0.27% | 74 |
|
|
2020
Q4 | $1.52M | Sell |
16,561
-2,671
| -14% | -$245K | 0.28% | 68 |
|
|
2020
Q3 | $1.7M | Sell |
19,232
-384
| -2% | -$34K | 0.35% | 59 |
|
|
2020
Q2 | $1.57M | Buy |
19,616
+4,217
| +27% | +$337K | 0.35% | 59 |
|
|
2020
Q1 | $1.25M | Buy |
15,399
+1,763
| +13% | +$143K | 0.33% | 63 |
|
|
2019
Q4 | $1.24M | Sell |
13,636
-1,379
| -9% | -$126K | 0.26% | 70 |
|
|
2019
Q3 | $1.44M | Sell |
15,015
-1,061
| -7% | -$102K | 0.32% | 61 |
|
|
2019
Q2 | $1.42M | Buy |
16,076
+168
| +1% | +$14.8K | 0.32% | 61 |
|
|
2019
Q1 | $1.43M | Buy |
15,908
+214
| +1% | +$19.3K | 0.34% | 62 |
|
|
2018
Q4 | $1.35M | Buy |
15,694
+1,332
| +9% | +$115K | 0.37% | 59 |
|
|
2018
Q3 | $1.15M | Buy |
14,362
+1,213
| +9% | +$97K | 0.26% | 74 |
|
|
2018
Q2 | $1.04M | Buy |
13,149
+1,505
| +13% | +$119K | 0.26% | 74 |
|
|
2018
Q1 | $902K | Buy |
11,644
+434
| +4% | +$33.6K | 0.24% | 82 |
|
|
2017
Q4 | $943K | Buy |
11,210
+667
| +6% | +$56.1K | 0.25% | 77 |
|
|
2017
Q3 | $885K | Buy |
10,543
+1,115
| +12% | +$93.6K | 0.25% | 78 |
|
|
2017
Q2 | $788K | Buy |
9,428
+3,132
| +50% | +$262K | 0.26% | 72 |
|
|
2017
Q1 | $516K | Buy |
6,296
+82
| +1% | +$6.72K | 0.19% | 105 |
|
|
2016
Q4 | $482K | Buy |
6,214
+1,019
| +20% | +$79K | 0.18% | 112 |
|
|
2016
Q3 | $416K | Buy |
5,195
+3
| +0.1% | +$240 | 0.17% | 118 |
|
|
2016
Q2 | $445K | Sell |
5,192
-1,998
| -28% | -$171K | 0.18% | 112 |
|
|
2016
Q1 | $580K | Buy |
7,190
+137
| +2% | +$11.1K | 0.25% | 83 |
|
|
2015
Q4 | $504K | Buy |
+7,053
| New | +$504K | 0.25% | 79 |
|