Wilkins Investment Counsel’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $640K | Buy |
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|
2025
Q2 | $575K | Sell |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $600K | Hold |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $364K | Hold |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $432K | Hold |
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|
2021
Q3 | $402K | Hold |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $431K | Sell |
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|
2020
Q3 | $479K | Hold |
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|
2020
Q2 | $432K | Hold |
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|
2020
Q1 | $437K | Sell |
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|
2019
Q4 | $525K | Hold |
|
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|
2019
Q3 | $552K | Hold |
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|
2019
Q2 | $508K | Sell |
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|
2019
Q1 | $527K | Hold |
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|
2018
Q4 | $505K | Hold |
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|
2018
Q3 | $469K | Hold |
|
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|
2018
Q2 | $463K | Hold |
|
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|
2018
Q1 | $454K | Sell |
|
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|
2017
Q4 | $600K | Sell |
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|||||
|
2017
Q3 | $628K | Hold |
|
|||||
|
2017
Q2 | $626K | Hold |
|
|||||
|
2017
Q1 | $614K | Hold |
|
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|
2016
Q4 | $581K | Hold |
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|
2016
Q3 | $599K | Hold |
|
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|
2016
Q2 | $642K | Sell |
|
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|
2016
Q1 | $630K | Hold |
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|
2015
Q4 | $557K | Sell |
|
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|
2015
Q3 | $582K | Hold |
|
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|
2015
Q2 | $572K | Sell |
|
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|
2015
Q1 | $706K | Hold |
|
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|
2014
Q4 | $768K | Hold |
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|
2014
Q3 | $688K | Hold |
|
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|
2014
Q2 | $682K | Sell |
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|
2014
Q1 | $692K | Hold |
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|
2013
Q4 | $671K | Sell |
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|
2013
Q3 | $687K | Sell |
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|
2013
Q2 | $706K | Buy |
|