TCTC Holdings’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 | $266K | Hold |
2,256
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $275K | Buy |
2,256
+427
| +23% | +$52.1K | 0.01% | 187 |
|
|
2024
Q4 | $197K | Buy |
1,829
+456
| +33% | +$49.1K | 0.01% | 205 |
|
|
2024
Q3 | $158K | Hold |
1,373
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $138K | Hold |
1,373
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $133K | Hold |
1,373
| – | – | ﹤0.01% | 225 |
|
|
2023
Q4 | $133K | Sell |
1,373
-100
| -7% | -$9.7K | ﹤0.01% | 219 |
|
|
2023
Q3 | $130K | Hold |
1,473
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $132K | Hold |
1,473
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $142K | Hold |
1,473
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $152K | Hold |
1,473
| – | – | 0.01% | 195 |
|
|
2022
Q3 | $137K | Hold |
1,473
| – | – | 0.01% | 199 |
|
|
2022
Q2 | $158K | Hold |
1,473
| – | – | 0.01% | 195 |
|
|
2022
Q1 | $164K | Hold |
1,473
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $155K | Hold |
1,473
| – | – | 0.01% | 219 |
|
|
2021
Q3 | $144K | Sell |
1,473
-728
| -33% | -$71.2K | 0.01% | 210 |
|
|
2021
Q2 | $218K | Sell |
2,201
-33
| -1% | -$3.27K | 0.01% | 176 |
|
|
2021
Q1 | $215K | Buy |
2,234
+628
| +39% | +$60.4K | 0.01% | 170 |
|
|
2020
Q4 | $147K | Hold |
1,606
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $142K | Hold |
1,606
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $128K | Buy |
+1,606
| New | +$128K | 0.01% | 181 |
|