Wedbush Securities’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 | $2.24M | Buy |
19,003
+1,772
| +10% | +$209K | 0.08% | 187 |
|
|
2025
Q1 | $2.1M | Buy |
17,231
+291
| +2% | +$35.5K | 0.08% | 186 |
|
|
2024
Q4 | $1.83M | Buy |
16,940
+1,244
| +8% | +$134K | 0.07% | 219 |
|
|
2024
Q3 | $1.81M | Sell |
15,696
-4,220
| -21% | -$487K | 0.07% | 214 |
|
|
2024
Q2 | $2M | Buy |
19,916
+54
| +0.3% | +$5.41K | 0.07% | 198 |
|
|
2024
Q1 | $1.92M | Buy |
19,862
+1,853
| +10% | +$179K | 0.07% | 217 |
|
|
2023
Q4 | $1.75M | Sell |
18,009
-25
| -0.1% | -$2.43K | 0.08% | 188 |
|
|
2023
Q3 | $1.59M | Sell |
18,034
-200
| -1% | -$17.7K | 0.08% | 192 |
|
|
2023
Q2 | $1.64M | Buy |
18,234
+190
| +1% | +$17K | 0.08% | 195 |
|
|
2023
Q1 | $1.74M | Buy |
18,044
+179
| +1% | +$17.3K | 0.09% | 177 |
|
|
2022
Q4 | $1.84M | Buy |
17,865
+475
| +3% | +$48.9K | 0.1% | 160 |
|
|
2022
Q3 | $1.62M | Sell |
17,390
-1,099
| -6% | -$102K | 0.09% | 174 |
|
|
2022
Q2 | $1.98M | Buy |
18,489
+814
| +5% | +$87.3K | 0.11% | 147 |
|
|
2022
Q1 | $1.97M | Buy |
17,675
+436
| +3% | +$48.7K | 0.09% | 182 |
|
|
2021
Q4 | $1.81M | Sell |
17,239
-2,648
| -13% | -$278K | 0.08% | 208 |
|
|
2021
Q3 | $1.94M | Buy |
19,887
+108
| +0.5% | +$10.5K | 0.09% | 189 |
|
|
2021
Q2 | $1.95M | Sell |
19,779
-40
| -0.2% | -$3.95K | 0.09% | 196 |
|
|
2021
Q1 | $1.91M | Buy |
19,819
+3,626
| +22% | +$350K | 0.11% | 171 |
|
|
2020
Q4 | $1.48M | Buy |
16,193
+866
| +6% | +$79.3K | 0.13% | 164 |
|
|
2020
Q3 | $1.36M | Sell |
15,327
-120
| -0.8% | -$10.6K | 0.13% | 168 |
|
|
2020
Q2 | $1.23M | Sell |
15,447
-764
| -5% | -$61K | 0.12% | 177 |
|
|
2020
Q1 | $1.31M | Buy |
16,211
+223
| +1% | +$18K | 0.16% | 133 |
|
|
2019
Q4 | $1.46M | Sell |
15,988
-1,456
| -8% | -$133K | 0.13% | 177 |
|
|
2019
Q3 | $1.67M | Buy |
17,444
+959
| +6% | +$91.9K | 0.16% | 144 |
|
|
2019
Q2 | $1.46M | Sell |
16,485
-93
| -0.6% | -$8.21K | 0.15% | 166 |
|
|
2019
Q1 | $1.49M | Buy |
16,578
+1,292
| +8% | +$116K | 0.16% | 153 |
|
|
2018
Q4 | $1.32M | Buy |
15,286
+568
| +4% | +$49K | 0.17% | 147 |
|
|
2018
Q3 | $1.18M | Buy |
14,718
+2,799
| +23% | +$224K | 0.13% | 175 |
|
|
2018
Q2 | $943K | Sell |
11,919
-349
| -3% | -$27.6K | 0.12% | 203 |
|
|
2018
Q1 | $950K | Buy |
12,268
+2,914
| +31% | +$226K | 0.12% | 199 |
|
|
2017
Q4 | $787K | Sell |
9,354
-364
| -4% | -$30.6K | 0.1% | 253 |
|
|
2017
Q3 | $815K | Buy |
9,718
+1,870
| +24% | +$157K | 0.11% | 222 |
|
|
2017
Q2 | $656K | Sell |
7,848
-548
| -7% | -$45.8K | 0.09% | 290 |
|
|
2017
Q1 | $689K | Buy |
8,396
+460
| +6% | +$37.7K | 0.09% | 264 |
|
|
2016
Q4 | $616K | Sell |
7,936
-2,002
| -20% | -$155K | 0.09% | 273 |
|
|
2016
Q3 | $795K | Buy |
9,938
+97
| +1% | +$7.76K | 0.12% | 189 |
|
|
2016
Q2 | $844K | Sell |
9,841
-1,095
| -10% | -$93.9K | 0.14% | 158 |
|
|
2016
Q1 | $882K | Sell |
10,936
-5,962
| -35% | -$481K | 0.15% | 147 |
|
|
2015
Q4 | $1.21M | Buy |
16,898
+974
| +6% | +$69.5K | 0.22% | 100 |
|
|
2015
Q3 | $1.15M | Buy |
15,924
+4,745
| +42% | +$341K | 0.23% | 98 |
|
|
2015
Q2 | $789K | Buy |
11,179
+1,772
| +19% | +$125K | 0.15% | 168 |
|
|
2015
Q1 | $722K | Sell |
9,407
-785
| -8% | -$60.3K | 0.12% | 191 |
|
|
2014
Q4 | $851K | Sell |
10,192
-1,438
| -12% | -$120K | 0.13% | 154 |
|
|
2014
Q3 | $870K | Buy |
11,630
+1,427
| +14% | +$107K | 0.14% | 148 |
|
|
2014
Q2 | $757K | Sell |
10,203
-24,166
| -70% | -$1.79M | 0.12% | 177 |
|
|
2014
Q1 | $2.45M | Buy |
34,369
+2,903
| +9% | +$207K | 0.43% | 44 |
|
|
2013
Q4 | $2.17M | Sell |
31,466
-754
| -2% | -$52K | 0.51% | 44 |
|
|
2013
Q3 | $2.15M | Buy |
32,220
+15
| +0% | +$1K | 0.57% | 40 |
|
|
2013
Q2 | $2.17M | Buy |
+32,205
| New | +$2.17M | 0.6% | 34 |
|