Widmann Financial Services’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 | $1.27M | Buy |
10,726
+361
| +3% | +$42.6K | 0.88% | 34 |
|
|
2025
Q1 | $1.26M | Buy |
10,365
+805
| +8% | +$98.2K | 0.98% | 30 |
|
|
2024
Q4 | $1.03M | Buy |
9,560
+56
| +0.6% | +$6.03K | 0.8% | 41 |
|
|
2024
Q3 | $1.1M | Hold |
9,504
| – | – | 0.83% | 37 |
|
|
2024
Q2 | $953K | Sell |
9,504
-67
| -0.7% | -$6.72K | 0.77% | 40 |
|
|
2024
Q1 | $926K | Buy |
9,571
+309
| +3% | +$29.9K | 0.78% | 42 |
|
|
2023
Q4 | $899K | Buy |
9,262
+100
| +1% | +$9.7K | 0.81% | 42 |
|
|
2023
Q3 | $809K | Buy |
9,162
+480
| +6% | +$42.4K | 0.81% | 43 |
|
|
2023
Q2 | $779K | Buy |
8,682
+298
| +4% | +$26.7K | 0.75% | 45 |
|
|
2023
Q1 | $809K | Buy |
8,384
+55
| +0.7% | +$5.31K | 0.82% | 43 |
|
|
2022
Q4 | $858K | Buy |
8,329
+153
| +2% | +$15.8K | 0.9% | 42 |
|
|
2022
Q3 | $761K | Sell |
8,176
-37
| -0.5% | -$3.44K | 0.84% | 42 |
|
|
2022
Q2 | $880K | Buy |
8,213
+51
| +0.6% | +$5.47K | 0.91% | 39 |
|
|
2022
Q1 | $911K | Buy |
8,162
+248
| +3% | +$27.7K | 0.81% | 42 |
|
|
2021
Q4 | $830K | Buy |
+7,914
| New | +$830K | 0.68% | 45 |
|