WA
WealthTrust Axiom’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
14,830
-676
| -4% | -$79.8K | 0.51% | 44 |
|
|
2025
Q1 | $1.89M | Sell |
15,506
-299
| -2% | -$36.5K | 0.58% | 41 |
|
|
2024
Q4 | $1.7M | Sell |
15,805
-103
| -0.6% | -$11.1K | 0.51% | 43 |
|
|
2024
Q3 | $1.83M | Sell |
15,908
-274
| -2% | -$31.6K | 0.54% | 45 |
|
|
2024
Q2 | $1.62M | Buy |
16,182
+66
| +0.4% | +$6.62K | 0.54% | 45 |
|
|
2024
Q1 | $1.56M | Hold |
16,116
| – | – | 0.5% | 48 |
|
|
2023
Q4 | $1.56M | Buy |
16,116
+128
| +0.8% | +$12.4K | 0.52% | 46 |
|
|
2023
Q3 | $1.41M | Hold |
15,988
| – | – | 0.51% | 48 |
|
|
2023
Q2 | $1.43M | Hold |
15,988
| – | – | 0.48% | 48 |
|
|
2023
Q1 | $1.54M | Buy |
15,988
+391
| +3% | +$37.7K | 0.53% | 46 |
|
|
2022
Q4 | $1.61M | Hold |
15,597
| – | – | 0.56% | 44 |
|
|
2022
Q3 | $1.45M | Hold |
15,597
| – | – | 0.55% | 40 |
|
|
2022
Q2 | $1.67M | Hold |
15,597
| – | – | 0.6% | 44 |
|
|
2022
Q1 | $1.74M | Hold |
15,597
| – | – | 0.54% | 46 |
|
|
2021
Q4 | $1.64M | Sell |
15,597
-100
| -0.6% | -$10.5K | 0.52% | 48 |
|
|
2021
Q3 | $1.53M | Hold |
15,697
| – | – | 0.52% | 47 |
|
|
2021
Q2 | $1.55M | Sell |
15,697
-400
| -2% | -$39.5K | 0.5% | 51 |
|
|
2021
Q1 | $1.55M | Hold |
16,097
| – | – | 0.53% | 49 |
|
|
2020
Q4 | $1.47M | Buy |
16,097
+3
| +0% | +$275 | 0.54% | 46 |
|
|
2020
Q3 | $1.43M | Buy |
16,094
+539
| +3% | +$47.7K | 0.61% | 43 |
|
|
2020
Q2 | $1.24M | Sell |
15,555
-182
| -1% | -$14.5K | 0.55% | 46 |
|
|
2020
Q1 | $1.27M | Buy |
15,737
+1,734
| +12% | +$140K | 0.62% | 45 |
|
|
2019
Q4 | $1.28M | Sell |
14,003
-146
| -1% | -$13.3K | 0.43% | 61 |
|
|
2019
Q3 | $1.36M | Buy |
14,149
+3
| +0% | +$288 | 0.48% | 57 |
|
|
2019
Q2 | $1.25M | Sell |
14,146
-138
| -1% | -$12.2K | 0.43% | 62 |
|
|
2019
Q1 | $1.29M | Sell |
14,284
-50
| -0.3% | -$4.5K | 0.46% | 59 |
|
|
2018
Q4 | $1.24M | Sell |
14,334
-750
| -5% | -$64.7K | 0.51% | 57 |
|
|
2018
Q3 | $1.21M | Sell |
15,084
-263
| -2% | -$21K | 0.41% | 63 |
|
|
2018
Q2 | $1.21M | Sell |
15,347
-40
| -0.3% | -$3.16K | 0.43% | 62 |
|
|
2018
Q1 | $1.19M | Buy |
15,387
+75
| +0.5% | +$5.81K | 0.43% | 60 |
|
|
2017
Q4 | $1.29M | Sell |
15,312
-128
| -0.8% | -$10.8K | 0.48% | 61 |
|
|
2017
Q3 | $1.3M | Sell |
15,440
-74
| -0.5% | -$6.21K | 0.49% | 56 |
|
|
2017
Q2 | $1.3M | Sell |
15,514
-120
| -0.8% | -$10K | 0.49% | 57 |
|
|
2017
Q1 | $1.28M | Sell |
15,634
-100
| -0.6% | -$8.2K | 0.47% | 61 |
|
|
2016
Q4 | $1.22M | Sell |
15,734
-424
| -3% | -$32.9K | 0.44% | 61 |
|
|
2016
Q3 | $1.29M | Sell |
16,158
-66
| -0.4% | -$5.28K | 0.48% | 60 |
|
|
2016
Q2 | $1.39M | Sell |
16,224
-99
| -0.6% | -$8.49K | 0.53% | 53 |
|
|
2016
Q1 | $1.32M | Buy |
16,323
+103
| +0.6% | +$8.3K | 0.52% | 54 |
|
|
2015
Q4 | $1.16M | Buy |
16,220
+166
| +1% | +$11.8K | 0.46% | 58 |
|
|
2015
Q3 | $1.15M | Sell |
16,054
-231
| -1% | -$16.6K | 0.48% | 61 |
|
|
2015
Q2 | $1.15M | Sell |
16,285
-955
| -6% | -$67.4K | 0.42% | 66 |
|
|
2015
Q1 | $1.32M | Buy |
17,240
+267
| +2% | +$20.5K | 0.47% | 59 |
|
|
2014
Q4 | $1.42M | Sell |
16,973
-74
| -0.4% | -$6.18K | 0.5% | 56 |
|
|
2014
Q3 | $1.27M | Buy |
17,047
+184
| +1% | +$13.8K | 0.45% | 60 |
|
|
2014
Q2 | $1.25M | Buy |
16,863
+1
| +0% | +$74 | 0.42% | 61 |
|
|
2014
Q1 | $1.2M | Buy |
16,862
+535
| +3% | +$38.1K | 0.43% | 57 |
|
|
2013
Q4 | $1.13M | Buy |
16,327
+246
| +2% | +$17K | 0.43% | 52 |
|
|
2013
Q3 | $1.07M | Sell |
16,081
-165
| -1% | -$11K | 0.44% | 58 |
|
|
2013
Q2 | $1.1M | Buy |
+16,246
| New | +$1.1M | 0.47% | 56 |
|