Wellington Shields Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.3K | Hold |
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|
2025
Q1 | $76.8K | Sell |
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|
2024
Q4 | $69.9K | Hold |
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|
2024
Q3 | $74.8K | Hold |
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|
2024
Q2 | $65K | Hold |
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|
2024
Q1 | $62.8K | Hold |
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|
2023
Q4 | $63K | Hold |
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|
2023
Q3 | $57.3K | Hold |
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|
2023
Q2 | $58.2K | Hold |
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|
2023
Q1 | $62.6K | Hold |
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|
2022
Q4 | $66.8K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $70K | Hold |
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|
2022
Q1 | $72K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Hold |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.38M | Sell |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.45M | Hold |
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|
2016
Q4 | $1.37M | Hold |
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|
2016
Q3 | $1.42M | Hold |
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|
2016
Q2 | $1.52M | Sell |
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|
2016
Q1 | $1.45M | Sell |
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|
2015
Q4 | $1.38M | Buy |
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|
2015
Q3 | $1.36M | Hold |
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|
2015
Q2 | $1.33M | Sell |
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|
2015
Q1 | $1.47M | Hold |
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|
2014
Q4 | $1.6M | Hold |
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|
2014
Q3 | $1.43M | Sell |
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|
2014
Q2 | $1.43M | Buy |
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|
2014
Q1 | $1.33M | Hold |
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|
2013
Q4 | $1.29M | Sell |
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|
2013
Q3 | $1.26M | Hold |
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|
2013
Q2 | $1.27M | Buy |
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