SWM
Stockman Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
6,419
-112
| -2% | -$13.2K | 0.1% | 84 |
|
|
2025
Q1 | $797K | Buy |
6,531
+98
| +2% | +$12K | 0.12% | 77 |
|
|
2024
Q4 | $693K | Buy |
6,433
+482
| +8% | +$51.9K | 0.11% | 85 |
|
|
2024
Q3 | $686K | Sell |
5,951
-5
| -0.1% | -$577 | 0.11% | 88 |
|
|
2024
Q2 | $597K | Buy |
5,956
+40
| +0.7% | +$4.01K | 0.1% | 90 |
|
|
2024
Q1 | $572K | Buy |
5,916
+16
| +0.3% | +$1.55K | 0.1% | 92 |
|
|
2023
Q4 | $573K | Sell |
5,900
-143
| -2% | -$13.9K | 0.11% | 89 |
|
|
2023
Q3 | $533K | Sell |
6,043
-524
| -8% | -$46.2K | 0.12% | 93 |
|
|
2023
Q2 | $589K | Sell |
6,567
-90
| -1% | -$8.08K | 0.13% | 95 |
|
|
2023
Q1 | $642K | Sell |
6,657
-242
| -4% | -$23.3K | 0.14% | 89 |
|
|
2022
Q4 | $711K | Hold |
6,899
| – | – | 0.16% | 89 |
|
|
2022
Q3 | $642K | Sell |
6,899
-61
| -0.9% | -$5.68K | 0.17% | 78 |
|
|
2022
Q2 | $746K | Buy |
6,960
+61
| +0.9% | +$6.54K | 0.19% | 73 |
|
|
2022
Q1 | $770K | Hold |
6,899
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $724K | Buy |
6,899
+179
| +3% | +$18.8K | 0.15% | 88 |
|
|
2021
Q3 | $656K | Hold |
6,720
| – | – | 0.15% | 89 |
|
|
2021
Q2 | $663K | Hold |
6,720
| – | – | 0.16% | 89 |
|
|
2021
Q1 | $649K | Buy |
6,720
+96
| +1% | +$9.27K | 0.18% | 85 |
|
|
2020
Q4 | $607K | Hold |
6,624
| – | – | 0.19% | 86 |
|
|
2020
Q3 | $587K | Hold |
6,624
| – | – | 0.21% | 80 |
|
|
2020
Q2 | $529K | Buy |
6,624
+667
| +11% | +$53.3K | 0.2% | 84 |
|
|
2020
Q1 | $482K | Buy |
5,957
+3
| +0.1% | +$243 | 0.21% | 78 |
|
|
2019
Q4 | $543K | Buy |
5,954
+2
| +0% | +$182 | 0.19% | 87 |
|
|
2019
Q3 | $571K | Buy |
5,952
+106
| +2% | +$10.2K | 0.22% | 84 |
|
|
2019
Q2 | $516K | Buy |
5,846
+3
| +0.1% | +$265 | 0.21% | 86 |
|
|
2019
Q1 | $526K | Buy |
5,843
+2
| +0% | +$180 | 0.23% | 82 |
|
|
2018
Q4 | $504K | Sell |
5,841
-497
| -8% | -$42.9K | 0.24% | 79 |
|
|
2018
Q3 | $507K | Buy |
6,338
+522
| +9% | +$41.8K | 0.22% | 88 |
|
|
2018
Q2 | $460K | Buy |
5,816
+343
| +6% | +$27.1K | 0.21% | 87 |
|
|
2018
Q1 | $424K | Buy |
5,473
+352
| +7% | +$27.3K | 0.19% | 92 |
|
|
2017
Q4 | $431K | Buy |
5,121
+293
| +6% | +$24.7K | 0.19% | 94 |
|
|
2017
Q3 | $405K | Buy |
4,828
+186
| +4% | +$15.6K | 0.19% | 92 |
|
|
2017
Q2 | $388K | Sell |
4,642
-375
| -7% | -$31.3K | 0.39% | 75 |
|
|
2017
Q1 | $411K | Buy |
5,017
+4
| +0.1% | +$328 | 0.23% | 88 |
|
|
2016
Q4 | $389K | Buy |
5,013
+4
| +0.1% | +$310 | 0.24% | 80 |
|
|
2016
Q3 | $401K | Buy |
+5,009
| New | +$401K | 0.25% | 82 |
|