Welch & Forbes’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 | $7.32M | Buy |
62,075
+1,005
| +2% | +$119K | 0.09% | 110 |
|
|
2025
Q1 | $7.45M | Sell |
61,070
-1,385
| -2% | -$169K | 0.1% | 109 |
|
|
2024
Q4 | $6.73M | Sell |
62,455
-335
| -0.5% | -$36.1K | 0.09% | 108 |
|
|
2024
Q3 | $7.24M | Sell |
62,790
-1,281
| -2% | -$148K | 0.09% | 112 |
|
|
2024
Q2 | $6.46M | Sell |
64,071
-220
| -0.3% | -$22.2K | 0.09% | 115 |
|
|
2024
Q1 | $6.22M | Sell |
64,291
-4,316
| -6% | -$417K | 0.09% | 119 |
|
|
2023
Q4 | $6.66M | Sell |
68,607
-4,253
| -6% | -$413K | 0.1% | 113 |
|
|
2023
Q3 | $6.43M | Sell |
72,860
-297
| -0.4% | -$26.2K | 0.11% | 110 |
|
|
2023
Q2 | $6.57M | Sell |
73,157
-118
| -0.2% | -$10.6K | 0.1% | 111 |
|
|
2023
Q1 | $7.07M | Sell |
73,275
-984
| -1% | -$94.9K | 0.12% | 107 |
|
|
2022
Q4 | $7.65M | Hold |
74,259
| – | – | 0.14% | 107 |
|
|
2022
Q3 | $6.91M | Sell |
74,259
-4,160
| -5% | -$387K | 0.13% | 110 |
|
|
2022
Q2 | $8.41M | Sell |
78,419
-589
| -0.7% | -$63.1K | 0.15% | 108 |
|
|
2022
Q1 | $8.82M | Sell |
79,008
-3,553
| -4% | -$397K | 0.14% | 110 |
|
|
2021
Q4 | $8.66M | Buy |
82,561
+300
| +0.4% | +$31.5K | 0.13% | 115 |
|
|
2021
Q3 | $8.03M | Sell |
82,261
-1,719
| -2% | -$168K | 0.13% | 115 |
|
|
2021
Q2 | $8.29M | Buy |
83,980
+1,820
| +2% | +$180K | 0.14% | 117 |
|
|
2021
Q1 | $7.93M | Sell |
82,160
-3,721
| -4% | -$359K | 0.15% | 112 |
|
|
2020
Q4 | $7.86M | Buy |
85,881
+2,887
| +3% | +$264K | 0.15% | 111 |
|
|
2020
Q3 | $7.35M | Buy |
82,994
+649
| +0.8% | +$57.5K | 0.16% | 108 |
|
|
2020
Q2 | $6.58M | Sell |
82,345
-1,045
| -1% | -$83.5K | 0.15% | 108 |
|
|
2020
Q1 | $6.75M | Sell |
83,390
-2,648
| -3% | -$214K | 0.19% | 103 |
|
|
2019
Q4 | $7.85M | Buy |
86,038
+794
| +0.9% | +$72.4K | 0.17% | 108 |
|
|
2019
Q3 | $8.17M | Sell |
85,244
-2,101
| -2% | -$201K | 0.2% | 107 |
|
|
2019
Q2 | $7.71M | Sell |
87,345
-2,583
| -3% | -$228K | 0.19% | 106 |
|
|
2019
Q1 | $8.09M | Sell |
89,928
-12,621
| -12% | -$1.14M | 0.2% | 106 |
|
|
2018
Q4 | $8.85M | Sell |
102,549
-420
| -0.4% | -$36.2K | 0.25% | 94 |
|
|
2018
Q3 | $8.24M | Sell |
102,969
-997
| -1% | -$79.8K | 0.2% | 110 |
|
|
2018
Q2 | $8.22M | Sell |
103,966
-1,632
| -2% | -$129K | 0.21% | 104 |
|
|
2018
Q1 | $8.18M | Buy |
105,598
+9,574
| +10% | +$742K | 0.21% | 108 |
|
|
2017
Q4 | $8.08M | Sell |
96,024
-1,668
| -2% | -$140K | 0.22% | 103 |
|
|
2017
Q3 | $8.2M | Buy |
97,692
+235
| +0.2% | +$19.7K | 0.22% | 106 |
|
|
2017
Q2 | $8.15M | Buy |
97,457
+4,573
| +5% | +$382K | 0.23% | 105 |
|
|
2017
Q1 | $7.62M | Sell |
92,884
-777
| -0.8% | -$63.7K | 0.22% | 109 |
|
|
2016
Q4 | $7.27M | Sell |
93,661
-500
| -0.5% | -$38.8K | 0.22% | 107 |
|
|
2016
Q3 | $7.54M | Sell |
94,161
-637
| -0.7% | -$51K | 0.26% | 91 |
|
|
2016
Q2 | $8.13M | Buy |
94,798
+359
| +0.4% | +$30.8K | 0.25% | 99 |
|
|
2016
Q1 | $7.62M | Buy |
94,439
+45
| +0% | +$3.63K | 0.24% | 105 |
|
|
2015
Q4 | $6.74M | Sell |
94,394
-1,127
| -1% | -$80.4K | 0.22% | 106 |
|
|
2015
Q3 | $6.87M | Buy |
95,521
+690
| +0.7% | +$49.6K | 0.23% | 102 |
|
|
2015
Q2 | $6.7M | Buy |
94,831
+2,961
| +3% | +$209K | 0.21% | 106 |
|
|
2015
Q1 | $7.05M | Sell |
91,870
-1,108
| -1% | -$85.1K | 0.21% | 108 |
|
|
2014
Q4 | $7.77M | Buy |
92,978
+1,022
| +1% | +$85.4K | 0.23% | 106 |
|
|
2014
Q3 | $6.88M | Sell |
91,956
-85
| -0.1% | -$6.36K | 0.21% | 107 |
|
|
2014
Q2 | $6.83M | Buy |
92,041
+173
| +0.2% | +$12.8K | 0.22% | 103 |
|
|
2014
Q1 | $6.54M | Buy |
91,868
+351
| +0.4% | +$25K | 0.21% | 108 |
|
|
2013
Q4 | $6.32M | Sell |
91,517
-578
| -0.6% | -$39.9K | 0.2% | 108 |
|
|
2013
Q3 | $6.15M | Sell |
92,095
-666
| -0.7% | -$44.5K | 0.21% | 104 |
|
|
2013
Q2 | $6.26M | Buy |
+92,761
| New | +$6.26M | 0.22% | 100 |
|