Wedmont Private Capital’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 | $1.75M | Buy |
14,929
+575
| +4% | +$67.4K | 0.07% | 166 |
|
|
2025
Q1 | $1.71M | Buy |
14,354
+510
| +4% | +$60.7K | 0.09% | 137 |
|
|
2024
Q4 | $1.47M | Buy |
13,844
+1,826
| +15% | +$193K | 0.08% | 154 |
|
|
2024
Q3 | $1.32M | Buy |
12,018
+1,530
| +15% | +$169K | 0.08% | 165 |
|
|
2024
Q2 | $1.11M | Buy |
10,488
+1,177
| +13% | +$124K | 0.07% | 178 |
|
|
2024
Q1 | $906K | Buy |
9,311
+539
| +6% | +$52.5K | 0.07% | 196 |
|
|
2023
Q4 | $872K | Buy |
8,772
+937
| +12% | +$93.1K | 0.07% | 189 |
|
|
2023
Q3 | $691K | Sell |
7,835
-441
| -5% | -$38.9K | 0.07% | 193 |
|
|
2023
Q2 | $770K | Buy |
8,276
+715
| +9% | +$66.5K | 0.08% | 163 |
|
|
2023
Q1 | $750K | Buy |
7,561
+823
| +12% | +$81.6K | 0.1% | 150 |
|
|
2022
Q4 | $709K | Sell |
6,738
-152
| -2% | -$16K | 0.11% | 147 |
|
|
2022
Q3 | $641K | Buy |
6,890
+802
| +13% | +$74.6K | 0.13% | 128 |
|
|
2022
Q2 | $653K | Buy |
6,088
+2,852
| +88% | +$306K | 0.14% | 113 |
|
|
2022
Q1 | $362K | Buy |
3,236
+364
| +13% | +$40.7K | 0.08% | 198 |
|
|
2021
Q4 | $299K | Buy |
+2,872
| New | +$299K | 0.09% | 169 |
|