TD Capital 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 | $14.3K | Buy |
+121
| New | +$14.3K | ﹤0.01% | 366 |
|
|
2023
Q4 | – | Sell |
-408
| Closed | -$36K | – | 419 |
|
|
2023
Q3 | $36K | Buy |
408
+4
| +1% | +$353 | ﹤0.01% | 201 |
|
|
2023
Q2 | $36.3K | Buy |
404
+4
| +1% | +$359 | ﹤0.01% | 203 |
|
|
2023
Q1 | $38.6K | Buy |
400
+4
| +1% | +$386 | ﹤0.01% | 191 |
|
|
2022
Q4 | $40.7K | Buy |
396
+4
| +1% | +$411 | 0.01% | 178 |
|
|
2022
Q3 | $36K | Buy |
+392
| New | +$36K | 0.01% | 176 |
|
|
2022
Q1 | – | Sell |
-442
| Closed | -$46K | – | 170 |
|
|
2021
Q4 | $46K | Buy |
442
+381
| +625% | +$39.7K | 0.01% | 167 |
|
|
2021
Q3 | $6K | Hold |
61
| – | – | ﹤0.01% | 278 |
|
|
2021
Q2 | $6K | Hold |
61
| – | – | ﹤0.01% | 273 |
|
|
2021
Q1 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 248 |
|
|
2020
Q1 | – | Sell |
-93
| Closed | -$8K | – | 254 |
|
|
2019
Q4 | $8K | Sell |
93
-441
| -83% | -$37.9K | ﹤0.01% | 184 |
|
|
2019
Q3 | $51K | Hold |
534
| – | – | 0.01% | 99 |
|
|
2019
Q2 | $47K | Buy |
+534
| New | +$47K | 0.01% | 97 |
|
|
2017
Q4 | – | Sell |
-245
| Closed | -$21K | – | 199 |
|
|
2017
Q3 | $21K | Hold |
245
| – | – | 0.01% | 103 |
|
|
2017
Q2 | $20K | Hold |
245
| – | – | 0.01% | 95 |
|
|
2017
Q1 | $20K | Hold |
245
| – | – | 0.01% | 93 |
|
|
2016
Q4 | $19K | Hold |
245
| – | – | 0.01% | 96 |
|
|
2016
Q3 | $20K | Hold |
245
| – | – | 0.01% | 88 |
|
|
2016
Q2 | $21K | Buy |
+245
| New | +$21K | 0.01% | 87 |
|