WCM
Whitener Capital Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
47,015
+1,237
| +3% | +$146K | 1.47% | 16 |
|
|
2025
Q1 | $5.58M | Buy |
45,778
+1,591
| +4% | +$194K | 1.58% | 16 |
|
|
2024
Q4 | $4.76M | Buy |
44,187
+430
| +1% | +$46.3K | 1.33% | 18 |
|
|
2024
Q3 | $5.05M | Sell |
43,757
-281
| -0.6% | -$32.4K | 1.43% | 18 |
|
|
2024
Q2 | $4.41M | Buy |
44,038
+1,279
| +3% | +$128K | 1.34% | 19 |
|
|
2024
Q1 | $4.14M | Buy |
42,759
+1,157
| +3% | +$112K | 1.35% | 21 |
|
|
2023
Q4 | $4.04M | Sell |
41,602
-2,058
| -5% | -$200K | 1.46% | 19 |
|
|
2023
Q3 | $3.85M | Buy |
43,660
+1,449
| +3% | +$128K | 1.54% | 21 |
|
|
2023
Q2 | $3.79M | Buy |
42,211
+661
| +2% | +$59.3K | 1.45% | 22 |
|
|
2023
Q1 | $4.01M | Buy |
41,550
+1,141
| +3% | +$110K | 1.68% | 16 |
|
|
2022
Q4 | $4.16M | Sell |
40,409
-153
| -0.4% | -$15.8K | 1.82% | 18 |
|
|
2022
Q3 | $3.77M | Sell |
40,562
-522
| -1% | -$48.6K | 1.78% | 13 |
|
|
2022
Q2 | $4.4M | Buy |
41,084
+425
| +1% | +$45.6K | 1.99% | 11 |
|
|
2022
Q1 | $4.54M | Buy |
40,659
+1,600
| +4% | +$179K | 1.7% | 13 |
|
|
2021
Q4 | $4.1M | Buy |
39,059
+3,141
| +9% | +$329K | 1.46% | 17 |
|
|
2021
Q3 | $3.29M | Sell |
35,918
-1,447
| -4% | -$132K | 1.51% | 16 |
|
|
2021
Q2 | $3.69M | Buy |
37,365
+1,057
| +3% | +$104K | 1.47% | 17 |
|
|
2021
Q1 | $3.5M | Buy |
36,308
+390
| +1% | +$37.6K | 1.52% | 17 |
|
|
2020
Q4 | $3.29M | Buy |
35,918
+2,630
| +8% | +$241K | 1.5% | 16 |
|
|
2020
Q3 | $2.95M | Buy |
33,288
+2,228
| +7% | +$197K | 1.42% | 16 |
|
|
2020
Q2 | $2.48M | Buy |
31,060
+1,545
| +5% | +$123K | 1.29% | 16 |
|
|
2020
Q1 | $2.39M | Buy |
29,515
+2,337
| +9% | +$189K | 1.54% | 15 |
|
|
2019
Q4 | $2.48M | Buy |
27,178
+2,268
| +9% | +$207K | 1.29% | 18 |
|
|
2019
Q3 | $2.39M | Buy |
24,910
+1,879
| +8% | +$180K | 1.31% | 18 |
|
|
2019
Q2 | $2.03M | Buy |
23,031
+3,674
| +19% | +$324K | 1.16% | 19 |
|
|
2019
Q1 | $1.74M | Sell |
19,357
-252
| -1% | -$22.7K | 1.14% | 19 |
|
|
2018
Q4 | $1.69M | Buy |
19,609
+2,000
| +11% | +$173K | 1.25% | 16 |
|
|
2018
Q3 | $1.41M | Buy |
17,609
+24
| +0.1% | +$1.92K | 0.92% | 23 |
|
|
2018
Q2 | $1.39M | Sell |
17,585
-502
| -3% | -$39.7K | 1.09% | 20 |
|
|
2018
Q1 | $1.4M | Buy |
18,087
+2,666
| +17% | +$207K | 1.07% | 21 |
|
|
2017
Q4 | $1.3M | Buy |
+15,421
| New | +$1.3M | 1.12% | 18 |
|