TSWM
Triangle Securities Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
28,943
-1,881
| -6% | -$222K | 0.84% | 35 |
|
|
2025
Q1 | $3.76M | Buy |
30,824
+235
| +0.8% | +$28.7K | 0.97% | 30 |
|
|
2024
Q4 | $3.3M | Buy |
30,589
+1,020
| +3% | +$110K | 0.85% | 30 |
|
|
2024
Q3 | $3.41M | Sell |
29,569
-700
| -2% | -$80.7K | 0.88% | 29 |
|
|
2024
Q2 | $3.03M | Buy |
30,269
+1,994
| +7% | +$200K | 0.86% | 31 |
|
|
2024
Q1 | $2.73M | Buy |
28,275
+1,262
| +5% | +$122K | 0.78% | 31 |
|
|
2023
Q4 | $2.62M | Buy |
27,013
+1,333
| +5% | +$129K | 0.82% | 29 |
|
|
2023
Q3 | $2.27M | Buy |
25,680
+400
| +2% | +$35.3K | 0.81% | 30 |
|
|
2023
Q2 | $2.27M | Sell |
25,280
-273
| -1% | -$24.5K | 0.78% | 34 |
|
|
2023
Q1 | $2.47M | Sell |
25,553
-300
| -1% | -$28.9K | 0.88% | 28 |
|
|
2022
Q4 | $2.66M | Buy |
25,853
+339
| +1% | +$34.9K | 0.98% | 29 |
|
|
2022
Q3 | $2.37M | Sell |
25,514
-327
| -1% | -$30.4K | 0.97% | 29 |
|
|
2022
Q2 | $2.77M | Sell |
25,841
-170
| -0.7% | -$18.2K | 1.08% | 23 |
|
|
2022
Q1 | $2.9M | Sell |
26,011
-25
| -0.1% | -$2.79K | 0.97% | 26 |
|
|
2021
Q4 | $2.73M | Sell |
26,036
-23
| -0.1% | -$2.41K | 0.85% | 31 |
|
|
2021
Q3 | $2.54M | Buy |
26,059
+92
| +0.4% | +$8.98K | 0.86% | 31 |
|
|
2021
Q2 | $2.56M | Buy |
25,967
+6
| +0% | +$592 | 0.87% | 31 |
|
|
2021
Q1 | $2.51M | Buy |
25,961
+451
| +2% | +$43.5K | 0.91% | 30 |
|
|
2020
Q4 | $2.34M | Sell |
25,510
-436
| -2% | -$39.9K | 0.93% | 28 |
|
|
2020
Q3 | $2.3M | Buy |
25,946
+572
| +2% | +$50.7K | 1.04% | 27 |
|
|
2020
Q2 | $2.03M | Buy |
25,374
+3,038
| +14% | +$243K | 0.97% | 27 |
|
|
2020
Q1 | $1.81M | Buy |
22,336
+986
| +5% | +$79.8K | 1.04% | 29 |
|
|
2019
Q4 | $1.95M | Sell |
21,350
-1,607
| -7% | -$147K | 0.84% | 36 |
|
|
2019
Q3 | $2.2M | Buy |
22,957
+627
| +3% | +$60.1K | 1.08% | 28 |
|
|
2019
Q2 | $2M | Buy |
22,330
+936
| +4% | +$83.9K | 1.02% | 31 |
|
|
2019
Q1 | $1.93M | Sell |
21,394
-6,139
| -22% | -$552K | 1.01% | 33 |
|
|
2018
Q4 | $2.38M | Buy |
27,533
+1,023
| +4% | +$88.3K | 1.4% | 19 |
|
|
2018
Q3 | $2.12M | Sell |
26,510
-730
| -3% | -$58.4K | 1.13% | 30 |
|
|
2018
Q2 | $2.15M | Sell |
27,240
-664
| -2% | -$52.5K | 1.2% | 27 |
|
|
2018
Q1 | $2.16M | Sell |
27,904
-79
| -0.3% | -$6.12K | 1.24% | 23 |
|
|
2017
Q4 | $2.35M | Sell |
27,983
-154
| -0.5% | -$13K | 1.34% | 19 |
|
|
2017
Q3 | $2.36M | Sell |
28,137
-981
| -3% | -$82.3K | 1.4% | 22 |
|
|
2017
Q2 | $2.43M | Sell |
29,118
-302
| -1% | -$25.2K | 1.61% | 16 |
|
|
2017
Q1 | $2.41M | Sell |
29,420
-499
| -2% | -$40.9K | 1.54% | 17 |
|
|
2016
Q4 | $2.32M | Buy |
29,919
+693
| +2% | +$53.8K | 1.55% | 18 |
|
|
2016
Q3 | $2.34M | Sell |
29,226
-260
| -0.9% | -$20.8K | 1.62% | 17 |
|
|
2016
Q2 | $2.53M | Buy |
29,486
+651
| +2% | +$55.9K | 1.89% | 13 |
|
|
2016
Q1 | $2.33M | Sell |
28,835
-83
| -0.3% | -$6.7K | 1.52% | 18 |
|
|
2015
Q4 | $2.06M | Buy |
28,918
+10,215
| +55% | +$729K | 1.38% | 23 |
|
|
2015
Q3 | $1.35M | Buy |
18,703
+57
| +0.3% | +$4.1K | 1.02% | 32 |
|
|
2015
Q2 | $1.32M | Buy |
18,646
+115
| +0.6% | +$8.12K | 0.93% | 37 |
|
|
2015
Q1 | $1.42M | Buy |
18,531
+46
| +0.2% | +$3.53K | 0.99% | 34 |
|
|
2014
Q4 | $1.54M | Sell |
18,485
-451
| -2% | -$37.7K | 1.1% | 28 |
|
|
2014
Q3 | $1.42M | Sell |
18,936
-286
| -1% | -$21.4K | 1.09% | 28 |
|
|
2014
Q2 | $1.43M | Sell |
19,222
-862
| -4% | -$63.9K | 1.09% | 28 |
|
|
2014
Q1 | $1.46M | Buy |
20,084
+1,372
| +7% | +$99.6K | 1.31% | 22 |
|
|
2013
Q4 | $1.29M | Sell |
18,712
-822
| -4% | -$56.7K | 1.05% | 30 |
|
|
2013
Q3 | $1.3M | Sell |
19,534
-273
| -1% | -$18.2K | 1.14% | 28 |
|
|
2013
Q2 | $1.34M | Buy |
+19,807
| New | +$1.34M | 0.99% | 27 |
|