Tufton 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 | $5.06M | Sell |
42,913
-1,896
| -4% | -$224K | 0.96% | 41 |
|
|
2025
Q1 | $5.47M | Buy |
44,809
+581
| +1% | +$70.9K | 1.05% | 39 |
|
|
2024
Q4 | $4.77M | Buy |
44,228
+82
| +0.2% | +$8.84K | 0.9% | 41 |
|
|
2024
Q3 | $5.09M | Sell |
44,146
-5,185
| -11% | -$598K | 0.95% | 40 |
|
|
2024
Q2 | $4.94M | Sell |
49,331
-128
| -0.3% | -$12.8K | 0.96% | 39 |
|
|
2024
Q1 | $4.78M | Buy |
49,459
+9
| +0% | +$870 | 0.94% | 39 |
|
|
2023
Q4 | $4.8M | Sell |
49,450
-2,229
| -4% | -$216K | 1.01% | 39 |
|
|
2023
Q3 | $4.56M | Buy |
51,679
+326
| +0.6% | +$28.8K | 1.02% | 39 |
|
|
2023
Q2 | $4.61M | Buy |
51,353
+1,712
| +3% | +$154K | 0.99% | 39 |
|
|
2023
Q1 | $4.79M | Buy |
49,641
+22
| +0% | +$2.12K | 1.04% | 40 |
|
|
2022
Q4 | $5.11M | Buy |
49,619
+458
| +0.9% | +$47.2K | 1.12% | 37 |
|
|
2022
Q3 | $4.57M | Sell |
49,161
-23,384
| -32% | -$2.18M | 1.1% | 37 |
|
|
2022
Q2 | $7.78M | Buy |
72,545
+116
| +0.2% | +$12.4K | 1.45% | 30 |
|
|
2022
Q1 | $8.09M | Buy |
72,429
+138
| +0.2% | +$15.4K | 1.31% | 34 |
|
|
2021
Q4 | $7.58M | Sell |
72,291
-142
| -0.2% | -$14.9K | 1.16% | 36 |
|
|
2021
Q3 | $7.07M | Sell |
72,433
-754
| -1% | -$73.6K | 1.2% | 36 |
|
|
2021
Q2 | $7.23M | Sell |
73,187
-2,617
| -3% | -$258K | 1.19% | 36 |
|
|
2021
Q1 | $7.32M | Buy |
75,804
+381
| +0.5% | +$36.8K | 1.25% | 34 |
|
|
2020
Q4 | $6.91M | Sell |
75,423
-131
| -0.2% | -$12K | 1.27% | 33 |
|
|
2020
Q3 | $6.69M | Sell |
75,554
-2,174
| -3% | -$193K | 1.38% | 32 |
|
|
2020
Q2 | $6.21M | Buy |
77,728
+3,769
| +5% | +$301K | 1.37% | 33 |
|
|
2020
Q1 | $5.98M | Buy |
73,959
+92
| +0.1% | +$7.44K | 1.53% | 26 |
|
|
2019
Q4 | $6.74M | Sell |
73,867
-72
| -0.1% | -$6.57K | 1.33% | 30 |
|
|
2019
Q3 | $7.09M | Sell |
73,939
-801
| -1% | -$76.8K | 1.5% | 28 |
|
|
2019
Q2 | $6.6M | Sell |
74,740
-497
| -0.7% | -$43.9K | 1.39% | 30 |
|
|
2019
Q1 | $6.77M | Sell |
75,237
-90
| -0.1% | -$8.1K | 1.44% | 31 |
|
|
2018
Q4 | $6.5M | Sell |
75,327
-392
| -0.5% | -$33.8K | 1.59% | 29 |
|
|
2018
Q3 | $6.06M | Sell |
75,719
-932
| -1% | -$74.6K | 1.29% | 30 |
|
|
2018
Q2 | $6.06M | Buy |
76,651
+4,134
| +6% | +$327K | 1.3% | 33 |
|
|
2018
Q1 | $5.62M | Buy |
72,517
+13,856
| +24% | +$1.07M | 1.11% | 35 |
|
|
2017
Q4 | $4.93M | Sell |
58,661
-150
| -0.3% | -$12.6K | 0.95% | 43 |
|
|
2017
Q3 | $4.94M | Buy |
58,811
+95
| +0.2% | +$7.97K | 0.99% | 39 |
|
|
2017
Q2 | $4.91M | Sell |
58,716
-181
| -0.3% | -$15.1K | 1% | 42 |
|
|
2017
Q1 | $4.83M | Sell |
58,897
-266
| -0.4% | -$21.8K | 0.95% | 42 |
|
|
2016
Q4 | $4.59M | Buy |
59,163
+252
| +0.4% | +$19.6K | 0.93% | 42 |
|
|
2016
Q3 | $4.72M | Sell |
58,911
-106
| -0.2% | -$8.48K | 0.95% | 40 |
|
|
2016
Q2 | $5.06M | Sell |
59,017
-564
| -0.9% | -$48.4K | 1.03% | 39 |
|
|
2016
Q1 | $4.81M | Sell |
59,581
-88
| -0.1% | -$7.1K | 1.2% | 36 |
|
|
2015
Q4 | $4.26M | Buy |
59,669
+771
| +1% | +$55K | 1.05% | 44 |
|
|
2015
Q3 | $4.24M | Sell |
58,898
-1,369
| -2% | -$98.5K | 0.93% | 48 |
|
|
2015
Q2 | $4.26M | Sell |
60,267
-319
| -0.5% | -$22.5K | 0.86% | 50 |
|
|
2015
Q1 | $4.65M | Buy |
60,586
+34
| +0.1% | +$2.61K | 0.85% | 51 |
|
|
2014
Q4 | $5.06M | Buy |
60,552
+32
| +0.1% | +$2.67K | 0.92% | 50 |
|
|
2014
Q3 | $4.53M | Sell |
60,520
-721
| -1% | -$53.9K | 0.85% | 52 |
|
|
2014
Q2 | $4.54M | Sell |
61,241
-55
| -0.1% | -$4.08K | 0.92% | 50 |
|
|
2014
Q1 | $4.37M | Buy |
61,296
+240
| +0.4% | +$17.1K | 0.91% | 48 |
|
|
2013
Q4 | $4.21M | Sell |
61,056
-758
| -1% | -$52.3K | 0.9% | 47 |
|
|
2013
Q3 | $4.13M | Sell |
61,814
-2,532
| -4% | -$169K | 0.97% | 41 |
|
|
2013
Q2 | $4.34M | Buy |
+64,346
| New | +$4.34M | 1.04% | 43 |
|