Smith Salley Wealth Management’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 | $6.4M | Buy |
54,212
+2,455
| +5% | +$290K | 0.37% | 57 |
|
|
2025
Q1 | $6.31M | Buy |
51,757
+232
| +0.5% | +$28.3K | 0.41% | 55 |
|
|
2024
Q4 | $5.55M | Sell |
51,525
-516
| -1% | -$55.6K | 0.36% | 57 |
|
|
2024
Q3 | $6M | Buy |
52,041
+4,269
| +9% | +$492K | 0.39% | 55 |
|
|
2024
Q2 | $4.79M | Sell |
47,772
-10,834
| -18% | -$1.09M | 0.34% | 56 |
|
|
2024
Q1 | $5.67M | Sell |
58,606
-3,047
| -5% | -$295K | 0.44% | 55 |
|
|
2023
Q4 | $5.98M | Sell |
61,653
-5,236
| -8% | -$508K | 0.39% | 59 |
|
|
2023
Q3 | $5.9M | Sell |
66,889
-11,640
| -15% | -$1.03M | 0.44% | 57 |
|
|
2023
Q2 | $7.05M | Sell |
78,529
-1,579
| -2% | -$142K | 0.52% | 53 |
|
|
2023
Q1 | $7.73M | Buy |
80,108
+1,244
| +2% | +$120K | 0.61% | 49 |
|
|
2022
Q4 | $8.12M | Buy |
78,864
+203
| +0.3% | +$20.9K | 0.69% | 49 |
|
|
2022
Q3 | $7.32M | Buy |
78,661
+336
| +0.4% | +$31.3K | 0.68% | 45 |
|
|
2022
Q2 | $8.4M | Buy |
78,325
+3,893
| +5% | +$417K | 0.73% | 46 |
|
|
2022
Q1 | $8.31M | Buy |
74,432
+724
| +1% | +$80.8K | 0.63% | 47 |
|
|
2021
Q4 | $7.73M | Sell |
73,708
-490
| -0.7% | -$51.4K | 0.55% | 51 |
|
|
2021
Q3 | $7.24M | Buy |
74,198
+8,806
| +13% | +$859K | 0.57% | 49 |
|
|
2021
Q2 | $6.46M | Buy |
65,392
+8,114
| +14% | +$801K | 0.52% | 52 |
|
|
2021
Q1 | $5.53M | Sell |
57,278
-2,021
| -3% | -$195K | 0.5% | 55 |
|
|
2020
Q4 | $5.43M | Buy |
59,299
+201
| +0.3% | +$18.4K | 0.55% | 48 |
|
|
2020
Q3 | $5.23M | Buy |
59,098
+45
| +0.1% | +$3.99K | 0.63% | 50 |
|
|
2020
Q2 | $4.72M | Buy |
59,053
+1,128
| +2% | +$90.1K | 0.63% | 47 |
|
|
2020
Q1 | $4.68M | Sell |
57,925
-1,093
| -2% | -$88.4K | 0.78% | 42 |
|
|
2019
Q4 | $5.38M | Sell |
59,018
-678
| -1% | -$61.8K | 0.71% | 46 |
|
|
2019
Q3 | $5.72M | Buy |
59,696
+2,808
| +5% | +$269K | 0.81% | 43 |
|
|
2019
Q2 | $5.02M | Sell |
56,888
-937
| -2% | -$82.7K | 0.76% | 46 |
|
|
2019
Q1 | $5.2M | Buy |
57,825
+1,850
| +3% | +$166K | 0.84% | 45 |
|
|
2018
Q4 | $4.83M | Buy |
55,975
+16,191
| +41% | +$1.4M | 0.89% | 41 |
|
|
2018
Q3 | $3.18M | Sell |
39,784
-5,451
| -12% | -$436K | 0.5% | 63 |
|
|
2018
Q2 | $3.58M | Sell |
45,235
-5,409
| -11% | -$428K | 0.61% | 58 |
|
|
2018
Q1 | $3.92M | Buy |
50,644
+369
| +0.7% | +$28.6K | 0.7% | 55 |
|
|
2017
Q4 | $4.23M | Buy |
50,275
+721
| +1% | +$60.6K | 0.76% | 50 |
|
|
2017
Q3 | $4.16M | Buy |
49,554
+7,297
| +17% | +$612K | 0.8% | 48 |
|
|
2017
Q2 | $3.53M | Buy |
42,257
+9,923
| +31% | +$829K | 0.71% | 53 |
|
|
2017
Q1 | $2.65M | Sell |
32,334
-1,103
| -3% | -$90.4K | 0.54% | 66 |
|
|
2016
Q4 | $2.6M | Buy |
33,437
+913
| +3% | +$70.9K | 0.54% | 65 |
|
|
2016
Q3 | $2.6M | Sell |
32,524
-61,563
| -65% | -$4.93M | 0.58% | 65 |
|
|
2016
Q2 | $8.07M | Buy |
94,087
+2,349
| +3% | +$202K | 1.88% | 12 |
|
|
2016
Q1 | $7.4M | Buy |
91,738
+1,851
| +2% | +$149K | 1.85% | 12 |
|
|
2015
Q4 | $6.42M | Buy |
89,887
+1,037
| +1% | +$74K | 1.6% | 17 |
|
|
2015
Q3 | $6.39M | Buy |
88,850
+59,000
| +198% | +$4.24M | 1.72% | 14 |
|
|
2015
Q2 | $2.11M | Sell |
29,850
-339
| -1% | -$23.9K | 0.54% | 60 |
|
|
2015
Q1 | $2.32M | Sell |
30,189
-2,349
| -7% | -$180K | 0.59% | 56 |
|
|
2014
Q4 | $2.72M | Sell |
32,538
-9,271
| -22% | -$774K | 0.71% | 48 |
|
|
2014
Q3 | $3.13M | Buy |
41,809
+112
| +0.3% | +$8.37K | 0.83% | 43 |
|
|
2014
Q2 | $3.09M | Buy |
41,697
+26,670
| +177% | +$1.98M | 0.83% | 42 |
|
|
2014
Q1 | $1.07M | Sell |
15,027
-33,215
| -69% | -$2.37M | 0.67% | 49 |
|
|
2013
Q4 | $3.33M | Buy |
48,242
+2,923
| +6% | +$202K | 2.17% | 15 |
|
|
2013
Q3 | $3.03M | Buy |
45,319
+2,276
| +5% | +$152K | 2.44% | 15 |
|
|
2013
Q2 | $2.91M | Buy |
+43,043
| New | +$2.91M | 2.34% | 14 |
|