Welch Group’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 | $1.46M | Buy |
12,400
+81
| +0.7% | +$9.56K | 0.06% | 86 |
|
|
2025
Q1 | $1.47M | Buy |
12,319
+3
| +0% | +$358 | 0.06% | 84 |
|
|
2024
Q4 | $1.33M | Buy |
12,316
+171
| +1% | +$18.4K | 0.06% | 89 |
|
|
2024
Q3 | $1.4M | Sell |
12,145
-191
| -2% | -$22K | 0.06% | 84 |
|
|
2024
Q2 | $1.24M | Buy |
12,336
+1,169
| +10% | +$117K | 0.06% | 86 |
|
|
2024
Q1 | $1.08M | Sell |
11,167
-13
| -0.1% | -$1.26K | 0.05% | 80 |
|
|
2023
Q4 | $1.08M | Buy |
11,180
+195
| +2% | +$18.9K | 0.06% | 85 |
|
|
2023
Q3 | $970K | Hold |
10,985
| – | – | 0.06% | 82 |
|
|
2023
Q2 | $986K | Buy |
10,985
+3
| +0% | +$269 | 0.06% | 81 |
|
|
2023
Q1 | $1.06M | Sell |
10,982
-4,959
| -31% | -$478K | 0.06% | 77 |
|
|
2022
Q4 | $1.64M | Sell |
15,941
-217
| -1% | -$22.3K | 0.09% | 74 |
|
|
2022
Q3 | $1.5M | Buy |
16,158
+222
| +1% | +$20.7K | 0.1% | 69 |
|
|
2022
Q2 | $1.71M | Sell |
15,936
-136
| -0.8% | -$14.6K | 0.1% | 68 |
|
|
2022
Q1 | $1.8M | Buy |
16,072
+1,800
| +13% | +$201K | 0.1% | 73 |
|
|
2021
Q4 | $1.5M | Buy |
14,272
+23
| +0.2% | +$2.41K | 0.09% | 76 |
|
|
2021
Q3 | $1.39M | Buy |
14,249
+472
| +3% | +$46.1K | 0.09% | 73 |
|
|
2021
Q2 | $1.36M | Buy |
13,777
+89
| +0.7% | +$8.79K | 0.09% | 73 |
|
|
2021
Q1 | $1.32M | Buy |
13,688
+3,969
| +41% | +$383K | 0.1% | 73 |
|
|
2020
Q4 | $890K | Buy |
9,719
+601
| +7% | +$55K | 0.07% | 77 |
|
|
2020
Q3 | $807K | Sell |
9,118
-1,118
| -11% | -$99K | 0.07% | 72 |
|
|
2020
Q2 | $818K | Sell |
10,236
-198
| -2% | -$15.8K | 0.08% | 68 |
|
|
2020
Q1 | $844K | Buy |
10,434
+12
| +0.1% | +$971 | 0.09% | 59 |
|
|
2019
Q4 | $951K | Buy |
10,422
+356
| +4% | +$32.5K | 0.09% | 57 |
|
|
2019
Q3 | $965K | Buy |
10,066
+24
| +0.2% | +$2.3K | 0.1% | 55 |
|
|
2019
Q2 | $886K | Buy |
10,042
+3,725
| +59% | +$329K | 0.09% | 57 |
|
|
2019
Q1 | $569K | Buy |
6,317
+173
| +3% | +$15.6K | 0.06% | 67 |
|
|
2018
Q4 | $530K | Hold |
6,144
| – | – | 0.06% | 68 |
|
|
2018
Q3 | $492 | Hold |
6,144
| – | – | 0.05% | 76 |
|
|
2018
Q2 | $486K | Buy |
6,144
+414
| +7% | +$32.7K | 0.06% | 69 |
|
|
2018
Q1 | $444K | Sell |
5,730
-591
| -9% | -$45.8K | 0.06% | 74 |
|
|
2017
Q4 | $532K | Buy |
6,321
+1,743
| +38% | +$147K | 0.08% | 61 |
|
|
2017
Q3 | $384K | Sell |
4,578
-167
| -4% | -$14K | 0.06% | 68 |
|
|
2017
Q2 | $397K | Buy |
+4,745
| New | +$397K | 0.07% | 85 |
|
|
2016
Q2 | – | Sell |
-1,542
| Closed | -$124K | – | 126 |
|
|
2016
Q1 | $124K | Buy |
+1,542
| New | +$124K | 0.02% | 132 |
|
|
2015
Q3 | – | Sell |
-2,553
| Closed | -$180K | – | 147 |
|
|
2015
Q2 | $180K | Hold |
2,553
| – | – | 0.03% | 116 |
|
|
2015
Q1 | $196 | Sell |
2,553
-130
| -5% | -$10 | 0.04% | 111 |
|
|
2014
Q4 | $224K | Buy |
2,683
+1,265
| +89% | +$106K | 0.04% | 91 |
|
|
2014
Q3 | $106K | Buy |
+1,418
| New | +$106K | 0.02% | 137 |
|