TPCW
TD Private Client Wealth’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Sell |
51,460
-169
| -0.3% | -$19.9K | 0.15% | 99 |
|
|
2025
Q1 | $6.3M | Buy |
51,629
+1,808
| +4% | +$221K | 0.17% | 93 |
|
|
2024
Q4 | $5.37M | Buy |
49,821
+4,275
| +9% | +$461K | 0.15% | 100 |
|
|
2024
Q3 | $5.25M | Sell |
45,546
-13,712
| -23% | -$1.58M | 0.15% | 102 |
|
|
2024
Q2 | $5.94M | Buy |
59,258
+603
| +1% | +$60.4K | 0.19% | 82 |
|
|
2024
Q1 | $5.67M | Sell |
58,655
-7,295
| -11% | -$706K | 0.19% | 86 |
|
|
2023
Q4 | $6.4M | Sell |
65,950
-7,169
| -10% | -$696K | 0.23% | 74 |
|
|
2023
Q3 | $6.45M | Sell |
73,119
-1,164
| -2% | -$103K | 0.28% | 67 |
|
|
2023
Q2 | $6.67M | Buy |
74,283
+5,087
| +7% | +$457K | 0.29% | 66 |
|
|
2023
Q1 | $6.68M | Sell |
69,196
-6,793
| -9% | -$656K | 0.3% | 69 |
|
|
2022
Q4 | $7.83M | Buy |
75,989
+9,113
| +14% | +$939K | 0.37% | 50 |
|
|
2022
Q3 | $6.22M | Buy |
66,876
+3,993
| +6% | +$371K | 0.32% | 62 |
|
|
2022
Q2 | $6.74M | Buy |
62,883
+1,360
| +2% | +$146K | 0.33% | 64 |
|
|
2022
Q1 | $6.87M | Buy |
61,523
+3,128
| +5% | +$349K | 0.29% | 75 |
|
|
2021
Q4 | $6.13M | Sell |
58,395
-4,554
| -7% | -$478K | 0.25% | 87 |
|
|
2021
Q3 | $6.14M | Buy |
62,949
+1,044
| +2% | +$102K | 0.26% | 85 |
|
|
2021
Q2 | $6.11M | Sell |
61,905
-1,800
| -3% | -$178K | 0.26% | 85 |
|
|
2021
Q1 | $6.15M | Sell |
63,705
-1,928
| -3% | -$186K | 0.29% | 79 |
|
|
2020
Q4 | $6.01M | Sell |
65,633
-18,296
| -22% | -$1.68M | 0.3% | 76 |
|
|
2020
Q3 | $7.43M | Sell |
83,929
-6,400
| -7% | -$567K | 0.42% | 56 |
|
|
2020
Q2 | $7.22M | Sell |
90,329
-11,927
| -12% | -$953K | 0.42% | 57 |
|
|
2020
Q1 | $8.27M | Sell |
102,256
-17,918
| -15% | -$1.45M | 0.59% | 35 |
|
|
2019
Q4 | $11M | Buy |
+120,174
| New | +$11M | 0.66% | 32 |
|