Wilkins Investment Counsel’s Duke Energy DUK Stock Holding History

Wilkins Investment Counsel’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$575K	Sell	4,869 -466	-9%	-$55K	0.08%	95
2025 Q1	$651K	Sell	5,335 -230	-4%	-$28.1K	0.09%	90
2024 Q4	$600K	Hold	5,565	–	–	0.09%	95
2024 Q3	$642K	Buy	5,565 +540	+11%	+$62.3K	0.09%	94
2024 Q2	$504K	Sell	5,025 -120	-2%	-$12K	0.08%	98
2024 Q1	$498K	Buy	5,145 +1,024	+25%	+$99K	0.07%	98
2023 Q4	$400K	Hold	4,121	–	–	0.1%	68
2023 Q3	$364K	Hold	4,121	–	–	0.1%	66
2023 Q2	$370K	Hold	4,121	–	–	0.1%	69
2023 Q1	$398K	Hold	4,121	–	–	0.1%	65
2022 Q4	$424K	Hold	4,121	–	–	0.11%	65
2022 Q3	$383K	Hold	4,121	–	–	0.11%	65
2022 Q2	$442K	Hold	4,121	–	–	0.12%	65
2022 Q1	$460K	Hold	4,121	–	–	0.1%	68
2021 Q4	$432K	Hold	4,121	–	–	0.1%	69
2021 Q3	$402K	Hold	4,121	–	–	0.1%	68
2021 Q2	$407K	Hold	4,121	–	–	0.1%	67
2021 Q1	$398K	Sell	4,121 -586	-12%	-$56.6K	0.1%	66
2020 Q4	$431K	Sell	4,707 -700	-13%	-$64.1K	0.12%	63
2020 Q3	$479K	Hold	5,407	–	–	0.14%	61
2020 Q2	$432K	Hold	5,407	–	–	0.14%	61
2020 Q1	$437K	Sell	5,407 -348	-6%	-$28.1K	0.16%	59
2019 Q4	$525K	Hold	5,755	–	–	0.15%	62
2019 Q3	$552K	Hold	5,755	–	–	0.17%	62
2019 Q2	$508K	Sell	5,755 -100	-2%	-$8.83K	0.15%	64
2019 Q1	$527K	Hold	5,855	–	–	0.16%	62
2018 Q4	$505K	Hold	5,855	–	–	0.17%	61
2018 Q3	$469K	Hold	5,855	–	–	0.14%	64
2018 Q2	$463K	Hold	5,855	–	–	0.15%	64
2018 Q1	$454K	Sell	5,855 -1,283	-18%	-$99.5K	0.14%	64
2017 Q4	$600K	Sell	7,138 -348	-5%	-$29.3K	0.18%	63
2017 Q3	$628K	Hold	7,486	–	–	0.19%	62
2017 Q2	$626K	Hold	7,486	–	–	0.2%	62
2017 Q1	$614K	Hold	7,486	–	–	0.2%	61
2016 Q4	$581K	Hold	7,486	–	–	0.19%	64
2016 Q3	$599K	Hold	7,486	–	–	0.2%	60
2016 Q2	$642K	Sell	7,486 -322	-4%	-$27.6K	0.22%	60
2016 Q1	$630K	Hold	7,808	–	–	0.23%	58
2015 Q4	$557K	Sell	7,808 -288	-4%	-$20.5K	0.21%	62
2015 Q3	$582K	Hold	8,096	–	–	0.22%	60
2015 Q2	$572K	Sell	8,096 -1,100	-12%	-$77.7K	0.21%	61
2015 Q1	$706K	Hold	9,196	–	–	0.25%	57
2014 Q4	$768K	Hold	9,196	–	–	0.27%	56
2014 Q3	$688K	Hold	9,196	–	–	0.25%	56
2014 Q2	$682K	Sell	9,196 -522	-5%	-$38.7K	0.24%	55
2014 Q1	$692K	Hold	9,718	–	–	0.26%	54
2013 Q4	$671K	Sell	9,718 -575	-6%	-$39.7K	0.28%	48
2013 Q3	$687K	Sell	10,293 -170	-2%	-$11.3K	0.31%	46
2013 Q2	$706K	Buy	+10,463	New	+$706K	0.33%	46