Washington 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 | $582K | Hold |
4,930
| – | – | 0.43% | 64 |
|
|
2025
Q1 | $601K | Hold |
4,930
| – | – | 0.48% | 57 |
|
|
2024
Q4 | $531K | Sell |
4,930
-345
| -7% | -$37.2K | 0.42% | 73 |
|
|
2024
Q3 | $608K | Hold |
5,275
| – | – | 0.47% | 61 |
|
|
2024
Q2 | $529K | Sell |
5,275
-140
| -3% | -$14K | 0.45% | 72 |
|
|
2024
Q1 | $524K | Sell |
5,415
-360
| -6% | -$34.8K | 0.42% | 79 |
|
|
2023
Q4 | $560K | Sell |
5,775
-500
| -8% | -$48.5K | 0.48% | 67 |
|
|
2023
Q3 | $554K | Hold |
6,275
| – | – | 0.51% | 56 |
|
|
2023
Q2 | $563K | Hold |
6,275
| – | – | 0.48% | 62 |
|
|
2023
Q1 | $605K | Sell |
6,275
-660
| -10% | -$63.7K | 0.54% | 47 |
|
|
2022
Q4 | $714K | Sell |
6,935
-285
| -4% | -$29.4K | 0.66% | 36 |
|
|
2022
Q3 | $672K | Sell |
7,220
-140
| -2% | -$13K | 0.68% | 41 |
|
|
2022
Q2 | $789K | Hold |
7,360
| – | – | 0.76% | 39 |
|
|
2022
Q1 | $822K | Sell |
7,360
-195
| -3% | -$21.8K | 0.68% | 41 |
|
|
2021
Q4 | $793K | Sell |
7,555
-200
| -3% | -$21K | 0.64% | 42 |
|
|
2021
Q3 | $757K | Sell |
7,755
-205
| -3% | -$20K | 0.67% | 39 |
|
|
2021
Q2 | $786K | Sell |
7,960
-50
| -0.6% | -$4.94K | 0.95% | 33 |
|
|
2021
Q1 | $773K | Hold |
8,010
| – | – | 0.72% | 39 |
|
|
2020
Q4 | $733K | Sell |
8,010
-15
| -0.2% | -$1.37K | 0.7% | 38 |
|
|
2020
Q3 | $711K | Hold |
8,025
| – | – | 0.73% | 35 |
|
|
2020
Q2 | $641K | Sell |
8,025
-1,050
| -12% | -$83.9K | 0.71% | 40 |
|
|
2020
Q1 | $734K | Buy |
+9,075
| New | +$734K | 0.92% | 26 |
|