Stuart Chaussee & Associates’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	$60.7K	Hold	514	–	–	0.01%	78
2025 Q1	$62.7K	Hold	514	–	–	0.02%	72
2024 Q4	$55.4K	Hold	514	–	–	0.01%	72
2024 Q3	$59.3K	Hold	514	–	–	0.02%	61
2024 Q2	$51.5K	Hold	514	–	–	0.01%	63
2024 Q1	$49.7K	Hold	514	–	–	0.01%	60
2023 Q4	$49.9K	Sell	514 -69	-12%	-$6.7K	0.01%	59
2023 Q3	$51.5K	Hold	583	–	–	0.02%	46
2023 Q2	$52.3K	Hold	583	–	–	0.02%	47
2023 Q1	$56.2K	Hold	583	–	–	0.02%	41
2022 Q4	$60K	Hold	583	–	–	0.02%	39
2022 Q3	$54K	Hold	583	–	–	0.13%	30
2022 Q2	$63K	Hold	583	–	–	0.14%	29
2022 Q1	$65K	Hold	583	–	–	0.03%	41
2021 Q4	$61K	Hold	583	–	–	0.03%	44
2021 Q3	$57K	Hold	583	–	–	0.09%	33
2021 Q2	$58K	Hold	583	–	–	0.03%	39
2021 Q1	$56K	Sell	583 -257	-31%	-$24.7K	0.02%	47
2020 Q4	$77K	Buy	840 +514	+158%	+$47.1K	0.03%	35
2020 Q3	$29K	Buy	+326	New	+$29K	0.01%	55
2020 Q1	–	Sell	-116	Closed	-$11K	–	87
2019 Q4	$11K	Hold	116	–	–	0.01%	79
2019 Q3	$11K	Hold	116	–	–	0.01%	81
2019 Q2	$10K	Hold	116	–	–	0.01%	87
2019 Q1	$10K	Hold	116	–	–	0.01%	84
2018 Q4	$10K	Buy	+116	New	+$10K	0.01%	69
2016 Q3	–	Sell	-500	Closed	-$43K	–	75
2016 Q2	$43K	Hold	500	–	–	0.04%	42
2016 Q1	$40K	Hold	500	–	–	0.04%	42
2015 Q4	$36K	Buy	+500	New	+$36K	0.03%	39