Western Wealth Management’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 | $1.05M | Buy |
8,912
+311
| +4% | +$36.7K | 0.06% | 262 |
|
|
2025
Q1 | $1.05M | Sell |
8,601
-510
| -6% | -$62.2K | 0.07% | 242 |
|
|
2024
Q4 | $982K | Buy |
9,111
+186
| +2% | +$20K | 0.06% | 252 |
|
|
2024
Q3 | $1.03M | Buy |
8,925
+172
| +2% | +$19.8K | 0.06% | 307 |
|
|
2024
Q2 | $877K | Buy |
8,753
+57
| +0.7% | +$5.71K | 0.07% | 251 |
|
|
2024
Q1 | $841K | Buy |
8,696
+724
| +9% | +$70K | 0.07% | 253 |
|
|
2023
Q4 | $774K | Sell |
7,972
-174
| -2% | -$16.9K | 0.06% | 320 |
|
|
2023
Q3 | $719K | Buy |
8,146
+256
| +3% | +$22.6K | 0.06% | 312 |
|
|
2023
Q2 | $708K | Sell |
7,890
-176
| -2% | -$15.8K | 0.06% | 306 |
|
|
2023
Q1 | $778K | Buy |
8,066
+1,343
| +20% | +$130K | 0.07% | 273 |
|
|
2022
Q4 | $693K | Sell |
6,723
-8,471
| -56% | -$873K | 0.07% | 287 |
|
|
2022
Q3 | $1.41M | Buy |
15,194
+702
| +5% | +$65.3K | 0.08% | 241 |
|
|
2022
Q2 | $1.56M | Buy |
14,492
+776
| +6% | +$83.3K | 0.09% | 226 |
|
|
2022
Q1 | $1.53M | Buy |
13,716
+6,486
| +90% | +$724K | 0.07% | 252 |
|
|
2021
Q4 | $759K | Buy |
+7,230
| New | +$759K | 0.07% | 247 |
|
|
2021
Q2 | $783K | Buy |
7,934
+524
| +7% | +$51.7K | 0.08% | 256 |
|
|
2021
Q1 | $715K | Buy |
7,410
+2,063
| +39% | +$199K | 0.1% | 213 |
|
|
2020
Q4 | $490K | Buy |
5,347
+113
| +2% | +$10.4K | 0.07% | 259 |
|
|
2020
Q3 | $464K | Sell |
5,234
-814
| -13% | -$72.2K | 0.08% | 253 |
|
|
2020
Q2 | $485K | Sell |
6,048
-79
| -1% | -$6.34K | 0.09% | 235 |
|
|
2020
Q1 | $492K | Sell |
6,127
-98,374
| -94% | -$7.9M | 0.11% | 186 |
|
|
2019
Q4 | $9.58M | Buy |
104,501
+98,734
| +1,712% | +$9.05M | 1.45% | 16 |
|
|
2019
Q3 | $555K | Sell |
5,767
-192,287
| -97% | -$18.5M | 0.12% | 200 |
|
|
2019
Q2 | $17.5M | Buy |
198,054
+192,587
| +3,523% | +$17M | 2.3% | 7 |
|
|
2019
Q1 | $494K | Sell |
5,467
-16
| -0.3% | -$1.45K | 0.11% | 211 |
|
|
2018
Q4 | $473K | Buy |
+5,483
| New | +$473K | 0.13% | 181 |
|