Townsend & 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 | $3.93M | Sell |
32,762
-5,705
| -15% | -$684K | 0.39% | 42 |
|
|
2025
Q1 | $4.62M | Sell |
38,467
-1,554
| -4% | -$187K | 0.48% | 39 |
|
|
2024
Q4 | $4.43M | Sell |
40,021
-282
| -0.7% | -$31.2K | 0.45% | 41 |
|
|
2024
Q3 | $4.86M | Buy |
40,303
+18,166
| +82% | +$2.19M | 0.5% | 41 |
|
|
2024
Q2 | $2.39M | Sell |
22,137
-426
| -2% | -$46K | 0.27% | 46 |
|
|
2024
Q1 | $2.22M | Buy |
22,563
+129
| +0.6% | +$12.7K | 0.26% | 46 |
|
|
2023
Q4 | $2.12M | Sell |
22,434
-251
| -1% | -$23.7K | 0.27% | 46 |
|
|
2023
Q3 | $1.99M | Sell |
22,685
-2,326
| -9% | -$204K | 0.42% | 48 |
|
|
2023
Q2 | $2.38M | Sell |
25,011
-179
| -0.7% | -$17.1K | 0.61% | 48 |
|
|
2023
Q1 | $2.49M | Buy |
25,190
+992
| +4% | +$98.1K | 1% | 36 |
|
|
2022
Q4 | $2.42M | Buy |
24,198
+3,717
| +18% | +$372K | 1.2% | 34 |
|
|
2022
Q3 | $1.91M | Buy |
+20,481
| New | +$1.91M | 0.88% | 39 |
|