Stanley-Laman Group’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 | $335K | Buy |
2,840
+386
| +16% | +$45.5K | 0.05% | 222 |
|
|
2025
Q1 | $299K | Buy |
2,454
+47
| +2% | +$5.73K | 0.05% | 232 |
|
|
2024
Q4 | $259K | Sell |
2,407
-5
| -0.2% | -$539 | 0.04% | 252 |
|
|
2024
Q3 | $278K | Sell |
2,412
-3,738
| -61% | -$431K | 0.04% | 246 |
|
|
2024
Q2 | $498K | Buy |
6,150
+1,097
| +22% | +$88.9K | 0.07% | 192 |
|
|
2024
Q1 | $424K | Buy |
5,053
+222
| +5% | +$18.6K | 0.06% | 197 |
|
|
2023
Q4 | $428K | Buy |
+4,831
| New | +$428K | 0.07% | 188 |
|
|
2022
Q3 | – | Sell |
-2,127
| Closed | -$228K | – | 250 |
|
|
2022
Q2 | $228K | Buy |
+2,127
| New | +$228K | 0.04% | 226 |
|
|
2020
Q4 | – | Sell |
-19,961
| Closed | -$1.77M | – | 243 |
|
|
2020
Q3 | $1.77M | Buy |
19,961
+1,565
| +9% | +$139K | 0.39% | 66 |
|
|
2020
Q2 | $1.47M | Buy |
18,396
+25
| +0.1% | +$2K | 0.35% | 73 |
|
|
2020
Q1 | $1.49M | Buy |
18,371
+219
| +1% | +$17.7K | 0.45% | 62 |
|
|
2019
Q4 | $1.66M | Sell |
18,152
-759
| -4% | -$69.2K | 0.39% | 69 |
|
|
2019
Q3 | $1.81M | Sell |
18,911
-312
| -2% | -$29.9K | 0.45% | 63 |
|
|
2019
Q2 | $1.7M | Sell |
19,223
-55
| -0.3% | -$4.85K | 0.41% | 69 |
|
|
2019
Q1 | $1.74M | Buy |
19,278
+310
| +2% | +$27.9K | 0.42% | 63 |
|
|
2018
Q4 | $1.64M | Sell |
18,968
-2,265
| -11% | -$195K | 0.45% | 66 |
|
|
2018
Q3 | $1.7M | Sell |
21,233
-2,136
| -9% | -$171K | 0.42% | 79 |
|
|
2018
Q2 | $1.85M | Sell |
23,369
-3,438
| -13% | -$272K | 0.42% | 72 |
|
|
2018
Q1 | $2.08M | Sell |
26,807
-1,400
| -5% | -$108K | 0.47% | 64 |
|
|
2017
Q4 | $2.37M | Sell |
28,207
-3
| -0% | -$252 | 0.51% | 62 |
|
|
2017
Q3 | $2.37M | Sell |
28,210
-1,278
| -4% | -$107K | 0.63% | 57 |
|
|
2017
Q2 | $2.47M | Sell |
29,488
-525
| -2% | -$43.9K | 0.67% | 58 |
|
|
2017
Q1 | $2.46M | Sell |
30,013
-6,607
| -18% | -$542K | 0.67% | 48 |
|
|
2016
Q4 | $2.84M | Buy |
36,620
+16,805
| +85% | +$1.3M | 0.88% | 22 |
|
|
2016
Q3 | $1.59M | Sell |
19,815
-2,839
| -13% | -$227K | 0.65% | 31 |
|
|
2016
Q2 | $1.94M | Buy |
22,654
+8,379
| +59% | +$719K | 0.76% | 29 |
|
|
2016
Q1 | $1.15M | Sell |
14,275
-485
| -3% | -$39.1K | 0.22% | 105 |
|
|
2015
Q4 | $1.05M | Buy |
14,760
+564
| +4% | +$40.3K | 0.18% | 141 |
|
|
2015
Q3 | $1.02M | Hold |
14,196
| – | – | 0.21% | 121 |
|
|
2015
Q2 | $1M | Sell |
14,196
-2,000
| -12% | -$141K | 0.18% | 137 |
|
|
2015
Q1 | $1.24M | Buy |
16,196
+892
| +6% | +$68.5K | 0.23% | 111 |
|
|
2014
Q4 | $1.28M | Buy |
15,304
+1,097
| +8% | +$91.6K | 0.24% | 109 |
|
|
2014
Q3 | $1.06M | Hold |
14,207
| – | – | 0.21% | 127 |
|
|
2014
Q2 | $1.05M | Hold |
14,207
| – | – | 0.19% | 128 |
|
|
2014
Q1 | $1.01M | Buy |
+14,207
| New | +$1.01M | 0.18% | 145 |
|