Westside Investment 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 | $111K | Buy |
941
+181
| +24% | +$21.4K | 0.02% | 330 |
|
|
2025
Q1 | $92.7K | Hold |
760
| – | – | 0.02% | 320 |
|
|
2024
Q4 | $81.9K | Buy |
760
+89
| +13% | +$9.59K | 0.02% | 334 |
|
|
2024
Q3 | $77.4K | Hold |
671
| – | – | 0.02% | 342 |
|
|
2024
Q2 | $67.3K | Hold |
671
| – | – | 0.02% | 349 |
|
|
2024
Q1 | $64.9K | Hold |
671
| – | – | 0.02% | 345 |
|
|
2023
Q4 | $65.1K | Hold |
671
| – | – | 0.02% | 328 |
|
|
2023
Q3 | $59.2K | Hold |
671
| – | – | 0.02% | 325 |
|
|
2023
Q2 | $60.2K | Hold |
671
| – | – | 0.02% | 331 |
|
|
2023
Q1 | $64.7K | Hold |
671
| – | – | 0.02% | 322 |
|
|
2022
Q4 | $69 | Sell |
671
-100
| -13% | -$10 | ﹤0.01% | 392 |
|
|
2022
Q3 | $71 | Hold |
771
| – | – | ﹤0.01% | 383 |
|
|
2022
Q2 | $82 | Hold |
771
| – | – | ﹤0.01% | 366 |
|
|
2022
Q1 | $86 | Buy |
771
+135
| +21% | +$15 | ﹤0.01% | 375 |
|
|
2021
Q4 | $66 | Hold |
636
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $62 | Hold |
636
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $62 | Hold |
636
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $61 | Hold |
636
| – | – | ﹤0.01% | 359 |
|
|
2020
Q4 | $58 | Hold |
636
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $56 | Hold |
636
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $50 | Hold |
636
| – | – | ﹤0.01% | 327 |
|
|
2020
Q1 | $51 | Buy |
+636
| New | +$51 | ﹤0.01% | 323 |
|
|
2019
Q2 | $59 | Buy |
+673
| New | +$59 | ﹤0.01% | 295 |
|
|
2018
Q4 | $58.1K | Sell |
673
-75
| -10% | -$6.47K | 0.02% | 275 |
|
|
2018
Q3 | $59.5K | Sell |
748
-93
| -11% | -$7.4K | 0.02% | 247 |
|
|
2018
Q2 | $67.1K | Hold |
841
| – | – | 0.02% | 269 |
|
|
2018
Q1 | $64.8K | Hold |
841
| – | – | 0.04% | 256 |
|
|
2017
Q4 | $69.1K | Sell |
841
-7
| -0.8% | -$575 | 0.04% | 246 |
|
|
2017
Q3 | $71.9K | Hold |
848
| – | – | 0.04% | 241 |
|
|
2017
Q2 | $70.5K | Hold |
848
| – | – | 0.05% | 233 |
|
|
2017
Q1 | $70.3K | Buy |
848
+67
| +9% | +$5.55K | 0.03% | 228 |
|
|
2016
Q4 | $60.2K | Buy |
+781
| New | +$60.2K | 0.04% | 175 |
|