West Branch Capital’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 | $217K | Sell |
1,838
-140
| -7% | -$16.5K | 0.06% | 84 |
|
|
2025
Q1 | $241K | Sell |
1,978
-56
| -3% | -$6.83K | 0.08% | 76 |
|
|
2024
Q4 | $219K | Hold |
2,034
| – | – | 0.07% | 82 |
|
|
2024
Q3 | $235K | Buy |
2,034
+3
| +0.1% | +$346 | 0.08% | 81 |
|
|
2024
Q2 | $204K | Hold |
2,031
| – | – | 0.08% | 81 |
|
|
2024
Q1 | $196K | Sell |
2,031
-694
| -25% | -$67.1K | 0.08% | 85 |
|
|
2023
Q4 | $264K | Sell |
2,725
-116
| -4% | -$11.3K | 0.12% | 64 |
|
|
2023
Q3 | $251K | Hold |
2,841
| – | – | 0.13% | 69 |
|
|
2023
Q2 | $255K | Sell |
2,841
-44
| -2% | -$3.95K | 0.13% | 70 |
|
|
2023
Q1 | $278K | Sell |
2,885
-22
| -0.8% | -$2.12K | 0.16% | 66 |
|
|
2022
Q4 | $299K | Hold |
2,907
| – | – | 0.18% | 60 |
|
|
2022
Q3 | $270K | Hold |
2,907
| – | – | 0.17% | 68 |
|
|
2022
Q2 | $312K | Buy |
2,907
+127
| +5% | +$13.6K | 0.18% | 63 |
|
|
2022
Q1 | $310K | Sell |
2,780
-161
| -5% | -$18K | 0.15% | 67 |
|
|
2021
Q4 | $309K | Sell |
2,941
-166
| -5% | -$17.4K | 0.13% | 70 |
|
|
2021
Q3 | $303K | Hold |
3,107
| – | – | 0.15% | 69 |
|
|
2021
Q2 | $307K | Hold |
3,107
| – | – | 0.15% | 72 |
|
|
2021
Q1 | $300K | Hold |
3,107
| – | – | 0.18% | 66 |
|
|
2020
Q4 | $284K | Buy |
3,107
+137
| +5% | +$12.5K | 0.17% | 71 |
|
|
2020
Q3 | $263K | Sell |
2,970
-30
| -1% | -$2.66K | 0.17% | 71 |
|
|
2020
Q2 | $240K | Buy |
3,000
+9
| +0.3% | +$720 | 0.17% | 72 |
|
|
2020
Q1 | $242K | Buy |
2,991
+367
| +14% | +$29.7K | 0.23% | 64 |
|
|
2019
Q4 | $239K | Sell |
2,624
-889
| -25% | -$81K | 0.17% | 85 |
|
|
2019
Q3 | $337K | Buy |
+3,513
| New | +$337K | 0.25% | 64 |
|