Tiemann Investment Advisors’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 | $465K | Sell |
3,940
-383
| -9% | -$45.2K | 0.19% | 93 |
|
|
2025
Q1 | $527K | Sell |
4,323
-50
| -1% | -$6.1K | 0.24% | 79 |
|
|
2024
Q4 | $471K | Hold |
4,373
| – | – | 0.21% | 91 |
|
|
2024
Q3 | $504K | Sell |
4,373
-150
| -3% | -$17.3K | 0.22% | 86 |
|
|
2024
Q2 | $453K | Sell |
4,523
-20
| -0.4% | -$2.01K | 0.2% | 96 |
|
|
2024
Q1 | $439K | Buy |
4,543
+150
| +3% | +$14.5K | 0.2% | 102 |
|
|
2023
Q4 | $426K | Sell |
4,393
-366
| -8% | -$35.5K | 0.21% | 100 |
|
|
2023
Q3 | $420K | Sell |
4,759
-25
| -0.5% | -$2.21K | 0.22% | 96 |
|
|
2023
Q2 | $429K | Buy |
4,784
+240
| +5% | +$21.5K | 0.22% | 102 |
|
|
2023
Q1 | $438K | Sell |
4,544
-90
| -2% | -$8.68K | 0.24% | 98 |
|
|
2022
Q4 | $477K | Sell |
4,634
-33
| -0.7% | -$3.4K | 0.28% | 85 |
|
|
2022
Q3 | $434K | Hold |
4,667
| – | – | 0.28% | 79 |
|
|
2022
Q2 | $500K | Sell |
4,667
-50
| -1% | -$5.36K | 0.27% | 82 |
|
|
2022
Q1 | $527K | Sell |
4,717
-20
| -0.4% | -$2.23K | 0.24% | 87 |
|
|
2021
Q4 | $497K | Sell |
4,737
-70
| -1% | -$7.34K | 0.21% | 105 |
|
|
2021
Q3 | $469K | Sell |
4,807
-268
| -5% | -$26.1K | 0.22% | 104 |
|
|
2021
Q2 | $501K | Sell |
5,075
-158
| -3% | -$15.6K | 0.23% | 102 |
|
|
2021
Q1 | $505K | Buy |
5,233
+160
| +3% | +$15.4K | 0.25% | 97 |
|
|
2020
Q4 | $464K | Hold |
5,073
| – | – | 0.25% | 99 |
|
|
2020
Q3 | $449K | Buy |
5,073
+350
| +7% | +$31K | 0.28% | 90 |
|
|
2020
Q2 | $377K | Sell |
4,723
-150
| -3% | -$12K | 0.26% | 94 |
|
|
2020
Q1 | $394K | Buy |
4,873
+172
| +4% | +$13.9K | 0.34% | 75 |
|
|
2019
Q4 | $429K | Hold |
4,701
| – | – | 0.29% | 91 |
|
|
2019
Q3 | $451K | Buy |
4,701
+200
| +4% | +$19.2K | 0.33% | 83 |
|
|
2019
Q2 | $397K | Hold |
4,501
| – | – | 0.29% | 97 |
|
|
2019
Q1 | $405K | Hold |
4,501
| – | – | 0.31% | 93 |
|
|
2018
Q4 | $388K | Hold |
4,501
| – | – | 0.35% | 84 |
|
|
2018
Q3 | $360K | Sell |
4,501
-50
| -1% | -$4K | 0.27% | 106 |
|
|
2018
Q2 | $360K | Sell |
4,551
-216
| -5% | -$17.1K | 0.29% | 101 |
|
|
2018
Q1 | $369K | Hold |
4,767
| – | – | 0.3% | 100 |
|
|
2017
Q4 | $401K | Hold |
4,767
| – | – | 0.32% | 89 |
|
|
2017
Q3 | $400K | Hold |
4,767
| – | – | 0.34% | 87 |
|
|
2017
Q2 | $398K | Buy |
4,767
+100
| +2% | +$8.35K | 0.36% | 83 |
|
|
2017
Q1 | $383K | Sell |
4,667
-750
| -14% | -$61.5K | 0.35% | 81 |
|
|
2016
Q4 | $420K | Sell |
5,417
-825
| -13% | -$64K | 0.41% | 75 |
|
|
2016
Q3 | $500K | Hold |
6,242
| – | – | 0.46% | 71 |
|
|
2016
Q2 | $536K | Hold |
6,242
| – | – | 0.5% | 64 |
|
|
2016
Q1 | $504K | Buy |
6,242
+750
| +14% | +$60.6K | 0.5% | 63 |
|
|
2015
Q4 | $392K | Sell |
5,492
-33
| -0.6% | -$2.36K | 0.4% | 76 |
|
|
2015
Q3 | $397K | Sell |
5,525
-116
| -2% | -$8.34K | 0.43% | 71 |
|
|
2015
Q2 | $398K | Sell |
5,641
-200
| -3% | -$14.1K | 0.41% | 77 |
|
|
2015
Q1 | $448K | Buy |
5,841
+499
| +9% | +$38.3K | 0.47% | 68 |
|
|
2014
Q4 | $446K | Buy |
5,342
+455
| +9% | +$38K | 0.48% | 71 |
|
|
2014
Q3 | $365K | Hold |
4,887
| – | – | 0.41% | 81 |
|
|
2014
Q2 | $363K | Buy |
4,887
+92
| +2% | +$6.83K | 0.4% | 88 |
|
|
2014
Q1 | $341K | Sell |
4,795
-48
| -1% | -$3.41K | 0.38% | 92 |
|
|
2013
Q4 | $334K | Buy |
+4,843
| New | +$334K | 0.4% | 87 |
|