WBH Advisory’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 | $479K | Sell |
4,063
-201
| -5% | -$23.7K | 0.04% | 228 |
|
|
2025
Q1 | $520K | Sell |
4,264
-207
| -5% | -$25.3K | 0.05% | 205 |
|
|
2024
Q4 | $482K | Sell |
4,471
-661
| -13% | -$71.2K | 0.04% | 215 |
|
|
2024
Q3 | $592K | Sell |
5,132
-268
| -5% | -$30.9K | 0.06% | 198 |
|
|
2024
Q2 | $541K | Sell |
5,400
-372
| -6% | -$37.3K | 0.05% | 199 |
|
|
2024
Q1 | $558K | Sell |
5,772
-437
| -7% | -$42.3K | 0.06% | 199 |
|
|
2023
Q4 | $603K | Sell |
6,209
-72
| -1% | -$6.99K | 0.07% | 191 |
|
|
2023
Q3 | $554K | Sell |
6,281
-246
| -4% | -$21.7K | 0.07% | 193 |
|
|
2023
Q2 | $586K | Sell |
6,527
-398
| -6% | -$35.7K | 0.07% | 186 |
|
|
2023
Q1 | $668K | Buy |
+6,925
| New | +$668K | 0.08% | 184 |
|
|
2022
Q3 | $679K | Buy |
7,298
+7
| +0.1% | +$651 | 0.1% | 166 |
|
|
2022
Q2 | $787K | Sell |
7,291
-139
| -2% | -$15K | 0.11% | 158 |
|
|
2022
Q1 | $846K | Sell |
7,430
-280
| -4% | -$31.9K | 0.1% | 163 |
|
|
2021
Q4 | $809K | Buy |
7,710
+3
| +0% | +$315 | 0.09% | 172 |
|
|
2021
Q3 | $752K | Buy |
7,707
+5
| +0.1% | +$488 | 0.1% | 169 |
|
|
2021
Q2 | $805K | Sell |
7,702
-594
| -7% | -$62.1K | 0.12% | 141 |
|
|
2021
Q1 | $801K | Sell |
8,296
-232
| -3% | -$22.4K | 0.13% | 135 |
|
|
2020
Q4 | $774K | Sell |
8,528
-41
| -0.5% | -$3.72K | 0.13% | 133 |
|
|
2020
Q3 | $759K | Sell |
8,569
-119
| -1% | -$10.5K | 0.15% | 121 |
|
|
2020
Q2 | $694K | Buy |
8,688
+72
| +0.8% | +$5.75K | 0.17% | 117 |
|
|
2020
Q1 | $696 | Sell |
8,616
-44
| -0.5% | -$4 | 0.16% | 109 |
|
|
2019
Q4 | $789K | Sell |
8,660
-1,432
| -14% | -$130K | 0.16% | 124 |
|
|
2019
Q3 | $967K | Buy |
10,092
+1,069
| +12% | +$102K | 0.22% | 102 |
|
|
2019
Q2 | $796K | Sell |
9,023
-427
| -5% | -$37.7K | 0.18% | 115 |
|
|
2019
Q1 | $850K | Sell |
9,450
-153
| -2% | -$13.8K | 0.2% | 109 |
|
|
2018
Q4 | $828 | Buy |
9,603
+240
| +3% | +$21 | 0.2% | 105 |
|
|
2018
Q3 | $749K | Sell |
9,363
-92
| -1% | -$7.36K | 0.18% | 113 |
|
|
2018
Q2 | $747K | Sell |
9,455
-139
| -1% | -$11K | 0.19% | 112 |
|
|
2018
Q1 | $743K | Sell |
9,594
-179
| -2% | -$13.9K | 0.2% | 113 |
|
|
2017
Q4 | $821K | Sell |
9,773
-154
| -2% | -$12.9K | 0.22% | 104 |
|
|
2017
Q3 | $833K | Sell |
9,927
-87
| -0.9% | -$7.3K | 0.23% | 99 |
|
|
2017
Q2 | $837K | Sell |
10,014
-1
| -0% | -$84 | 0.23% | 94 |
|
|
2017
Q1 | $821K | Sell |
10,015
-84
| -0.8% | -$6.89K | 0.25% | 90 |
|
|
2016
Q4 | $783K | Sell |
10,099
-342
| -3% | -$26.5K | 0.26% | 90 |
|
|
2016
Q3 | $835K | Sell |
10,441
-421
| -4% | -$33.7K | 0.29% | 85 |
|
|
2016
Q2 | $931K | Sell |
10,862
-213
| -2% | -$18.3K | 0.36% | 67 |
|
|
2016
Q1 | $893K | Sell |
11,075
-33
| -0.3% | -$2.66K | 0.3% | 67 |
|
|
2015
Q4 | $793 | Sell |
11,108
-97
| -0.9% | -$7 | 0.28% | 76 |
|
|
2015
Q3 | $806K | Sell |
11,205
-48
| -0.4% | -$3.45K | 0.33% | 71 |
|
|
2015
Q2 | $794K | Sell |
11,253
-2,588
| -19% | -$183K | 0.31% | 80 |
|
|
2015
Q1 | $1.06K | Sell |
13,841
-25
| -0.2% | -$2 | 0.3% | 65 |
|
|
2014
Q4 | $1.16M | Sell |
13,866
-796
| -5% | -$66.5K | 0.44% | 55 |
|
|
2014
Q3 | $1.1M | Sell |
14,662
-355
| -2% | -$26.5K | 0.39% | 62 |
|
|
2014
Q2 | $1.11M | Sell |
15,017
-199
| -1% | -$14.8K | 0.42% | 58 |
|
|
2014
Q1 | $1.08M | Sell |
15,216
-399
| -3% | -$28.4K | 0.43% | 55 |
|
|
2013
Q4 | $1.08M | Buy |
15,615
+780
| +5% | +$53.8K | 0.43% | 60 |
|
|
2013
Q3 | $991K | Buy |
14,835
+875
| +6% | +$58.5K | 0.44% | 59 |
|
|
2013
Q2 | $942K | Buy |
+13,960
| New | +$942K | 0.44% | 59 |
|