Wealth Enhancement Advisory Services’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.7M | Buy |
679,597
+48,031
| +8% | +$5.63M | 0.13% | 154 |
|
|
2025
Q1 | $77M | Buy |
631,566
+57,690
| +10% | +$7.04M | 0.15% | 138 |
|
|
2024
Q4 | $61.8M | Sell |
573,876
-21,733
| -4% | -$2.34M | 0.12% | 166 |
|
|
2024
Q3 | $68.7M | Buy |
595,609
+129,241
| +28% | +$14.9M | 0.15% | 139 |
|
|
2024
Q2 | $46.7M | Buy |
466,368
+31,211
| +7% | +$3.13M | 0.11% | 184 |
|
|
2024
Q1 | $42.1M | Buy |
435,157
+13,406
| +3% | +$1.3M | 0.11% | 190 |
|
|
2023
Q4 | $40.9M | Buy |
421,751
+3,627
| +0.9% | +$352K | 0.12% | 174 |
|
|
2023
Q3 | $36.9M | Buy |
418,124
+396,006
| +1,790% | +$35M | 0.12% | 175 |
|
|
2023
Q2 | $1.98M | Buy |
22,118
+649
| +3% | +$58.2K | 0.02% | 199 |
|
|
2023
Q1 | $2.07M | Sell |
21,469
-27,235
| -56% | -$2.63M | 0.02% | 214 |
|
|
2022
Q4 | $4.95M | Buy |
48,704
+20,884
| +75% | +$2.12M | 0.06% | 120 |
|
|
2022
Q3 | $2.48M | Buy |
+27,820
| New | +$2.48M | 0.04% | 158 |
|
|
2022
Q2 | – | Sell |
-86,508
| Closed | -$9.67M | – | 341 |
|
|
2022
Q1 | $9.67M | Buy |
86,508
+3,934
| +5% | +$440K | 0.13% | 81 |
|
|
2021
Q4 | $8.6M | Buy |
82,574
+70,348
| +575% | +$7.32M | 0.12% | 76 |
|
|
2021
Q3 | $1.26M | Sell |
12,226
-27,528
| -69% | -$2.84M | 0.02% | 191 |
|
|
2021
Q2 | $4.13M | Buy |
+39,754
| New | +$4.13M | 0.07% | 111 |
|
|
2020
Q3 | – | Sell |
-51,857
| Closed | -$4.36M | – | 214 |
|
|
2020
Q2 | $4.36M | Buy |
+51,857
| New | +$4.36M | 0.13% | 62 |
|
|
2018
Q1 | – | Sell |
-24,359
| Closed | -$1.92M | – | 152 |
|
|
2017
Q4 | $1.92M | Sell |
24,359
-3,769
| -13% | -$297K | 0.14% | 80 |
|
|
2017
Q3 | $2.38M | Buy |
+28,128
| New | +$2.38M | 0.2% | 58 |
|
|
2017
Q2 | – | Sell |
-10,163
| Closed | -$833K | – | 154 |
|
|
2017
Q1 | $833K | Buy |
+10,163
| New | +$833K | 0.09% | 100 |
|
|
2016
Q3 | – | Sell |
-23,210
| Closed | -$1.99M | – | 148 |
|
|
2016
Q2 | $1.99M | Buy |
23,210
+2,617
| +13% | +$224K | 0.36% | 41 |
|
|
2016
Q1 | $1.66M | Buy |
20,593
+150
| +0.7% | +$12.1K | 0.34% | 42 |
|
|
2015
Q4 | $1.46M | Buy |
20,443
+3,027
| +17% | +$216K | 0.37% | 45 |
|
|
2015
Q3 | $1.27M | Buy |
17,416
+2,203
| +14% | +$161K | 0.39% | 48 |
|
|
2015
Q2 | $1.07M | Buy |
15,213
+1,946
| +15% | +$137K | 0.33% | 47 |
|
|
2015
Q1 | $1.02M | Buy |
13,267
+1,514
| +13% | +$116K | 0.39% | 44 |
|
|
2014
Q4 | $982K | Buy |
+11,753
| New | +$982K | 0.39% | 44 |
|