Wellington Shields & Co’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
Q3 | $722K | Hold |
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|
2025
Q2 | $688K | Buy |
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|
2025
Q1 | $687K | Hold |
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|
2024
Q4 | $607K | Hold |
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|
2024
Q3 | $649K | Buy |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $519K | Buy |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $733K | Buy |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $607K | Buy |
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|
2021
Q2 | $614K | Buy |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $559K | Buy |
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|
2020
Q3 | $540K | Buy |
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|
2020
Q2 | $487K | Buy |
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|
2020
Q1 | $465K | Buy |
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|
2019
Q4 | $524K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $553K | Buy |
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|
2019
Q1 | $563K | Buy |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $498K | Buy |
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|
2018
Q2 | $492K | Buy |
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|
2018
Q1 | $480K | Sell |
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|
2017
Q4 | $534K | Buy |
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|
2017
Q3 | $532K | Buy |
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|
2017
Q2 | $529K | Sell |
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|
2017
Q1 | $601K | Sell |
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|
2016
Q4 | $599K | Buy |
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|
2016
Q3 | $617K | Sell |
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|
2016
Q2 | $684K | Buy |
|
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|
2016
Q1 | $643K | Buy |
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|
2015
Q4 | $568K | Buy |
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|
2015
Q3 | $572K | Buy |
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|
2015
Q2 | $561K | Buy |
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|
2015
Q1 | $579K | Sell |
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|
2014
Q4 | $636K | Buy |
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|
2014
Q3 | $463K | Sell |
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|
2014
Q2 | $558K | Buy |
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|
2014
Q1 | $535K | Buy |
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|
2013
Q4 | $518K | Buy |
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|
2013
Q3 | $468K | Buy |
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|
2013
Q2 | $439 | Buy |
|