Wendell David Associates’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 | $479K | Hold |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $565K | Buy |
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|
2024
Q3 | $593K | Hold |
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|
2024
Q2 | $515K | Hold |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $516K | Hold |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $446K | Hold |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $437K | Hold |
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|
2022
Q2 | $504K | Sell |
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|
2022
Q1 | $528K | Sell |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $458K | Hold |
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|
2021
Q2 | $464K | Hold |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $416K | Hold |
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|
2020
Q2 | $375K | Hold |
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|
2020
Q1 | $380K | Hold |
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|
2019
Q4 | $428K | Sell |
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|
2019
Q3 | $497K | Hold |
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|
2019
Q2 | $457K | Hold |
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|
2019
Q1 | $466K | Hold |
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|
2018
Q4 | $447K | Hold |
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|
2018
Q3 | $415K | Hold |
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|
2018
Q2 | $410K | Hold |
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|
2018
Q1 | $401K | Hold |
|
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|
2017
Q4 | $436K | Hold |
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|
2017
Q3 | $435K | Buy |
|
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|
2017
Q2 | $420K | Hold |
|
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|
2017
Q1 | $413K | Hold |
|
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|
2016
Q4 | $390K | Hold |
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|
2016
Q3 | $403K | Hold |
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|
2016
Q2 | $433K | Sell |
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|
2016
Q1 | $436K | Buy |
|
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|
2015
Q4 | $369K | Hold |
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|
2015
Q3 | $374K | Hold |
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|
2015
Q2 | $369K | Hold |
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|
2015
Q1 | $400K | Hold |
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|
2014
Q4 | $437K | Buy |
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|
2014
Q3 | $384K | Hold |
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|
2014
Q2 | $379K | Hold |
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|
2014
Q1 | $363K | Hold |
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|
2013
Q4 | $353K | Hold |
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|
2013
Q3 | $343K | Buy |
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|
2013
Q2 | $333K | Buy |
|