Violich Capital Management’s Duke Energy DUK Stock Holding History

Violich Capital Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Sell	8,838 -1,000	-10%	-$118K	0.15%	58
2025 Q1	$1.2M	Hold	9,838	–	–	0.16%	58
2024 Q4	$1.06M	Sell	9,838 -183	-2%	-$19.7K	0.14%	61
2024 Q3	$1.16M	Hold	10,021	–	–	0.15%	63
2024 Q2	$1M	Hold	10,021	–	–	0.14%	65
2024 Q1	$969K	Buy	10,021 +900	+10%	+$87K	0.14%	64
2023 Q4	$885K	Hold	9,121	–	–	0.14%	60
2023 Q3	$805K	Hold	9,121	–	–	0.14%	64
2023 Q2	$819K	Hold	9,121	–	–	0.13%	65
2023 Q1	$880K	Hold	9,121	–	–	0.15%	64
2022 Q4	$939K	Hold	9,121	–	–	0.17%	62
2022 Q3	$848K	Hold	9,121	–	–	0.16%	63
2022 Q2	$978K	Hold	9,121	–	–	0.17%	60
2022 Q1	$1.02M	Hold	9,121	–	–	0.15%	62
2021 Q4	$957K	Sell	9,121 -50	-0.5%	-$5.25K	0.14%	66
2021 Q3	$895K	Buy	9,171 +50	+0.5%	+$4.88K	0.14%	68
2021 Q2	$900K	Sell	9,121 -300	-3%	-$29.6K	0.15%	64
2021 Q1	$909K	Sell	9,421 -1,090	-10%	-$105K	0.16%	62
2020 Q4	$962K	Hold	10,511	–	–	0.19%	57
2020 Q3	$931K	Hold	10,511	–	–	0.2%	59
2020 Q2	$840K	Hold	10,511	–	–	0.18%	62
2020 Q1	$850K	Hold	10,511	–	–	0.23%	57
2019 Q4	$959K	Sell	10,511 -300	-3%	-$27.4K	0.21%	66
2019 Q3	$1.04M	Sell	10,811 -131	-1%	-$12.6K	0.25%	57
2019 Q2	$966K	Buy	10,942 +150	+1%	+$13.2K	0.24%	65
2019 Q1	$971K	Hold	10,792	–	–	0.25%	61
2018 Q4	$931K	Hold	10,792	–	–	0.26%	55
2018 Q3	$864K	Hold	10,792	–	–	0.2%	69
2018 Q2	$853K	Hold	10,792	–	–	0.21%	67
2018 Q1	$836K	Hold	10,792	–	–	0.22%	64
2017 Q4	$908K	Hold	10,792	–	–	0.23%	61
2017 Q3	$906K	Sell	10,792 -475	-4%	-$39.9K	0.25%	58
2017 Q2	$942K	Buy	11,267 +150	+1%	+$12.5K	0.28%	57
2017 Q1	$912K	Hold	11,117	–	–	0.28%	57
2016 Q4	$864K	Buy	11,117 +431	+4%	+$33.5K	0.27%	58
2016 Q3	$855K	Hold	10,686	–	–	0.3%	55
2016 Q2	$917K	Buy	10,686 +225	+2%	+$19.3K	0.29%	52
2016 Q1	$844K	Buy	10,461 +75	+0.7%	+$6.05K	0.27%	52
2015 Q4	$741K	Sell	10,386 -400	-4%	-$28.5K	0.25%	54
2015 Q3	$776K	Buy	10,786 +100	+0.9%	+$7.2K	0.27%	54
2015 Q2	$755K	Buy	10,686 +1,568	+17%	+$111K	0.25%	58
2015 Q1	$700K	Hold	9,118	–	–	0.23%	60
2014 Q4	$762K	Buy	9,118 +204	+2%	+$17K	0.24%	58
2014 Q3	$667K	Buy	8,914 +100	+1%	+$7.48K	0.22%	61
2014 Q2	$654K	Buy	8,814 +884	+11%	+$65.6K	0.22%	65
2014 Q1	$565K	Sell	7,930 -266	-3%	-$19K	0.2%	63
2013 Q4	$566K	Buy	8,196 +55	+0.7%	+$3.8K	0.2%	63
2013 Q3	$544K	Hold	8,141	–	–	0.21%	64
2013 Q2	$550K	Buy	+8,141	New	+$550K	0.22%	62