WGAM
Wilkinson Global Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,000
| Closed | -$873K | – | 89 |
|
|
2023
Q4 | $873K | Hold |
9,000
| – | – | 0.06% | 46 |
|
|
2023
Q3 | $794K | Hold |
9,000
| – | – | 0.06% | 46 |
|
|
2023
Q2 | $808K | Hold |
9,000
| – | – | 0.06% | 47 |
|
|
2023
Q1 | $868K | Hold |
9,000
| – | – | 0.07% | 46 |
|
|
2022
Q4 | $927K | Hold |
9,000
| – | – | 0.08% | 43 |
|
|
2022
Q3 | $837K | Hold |
9,000
| – | – | 0.08% | 46 |
|
|
2022
Q2 | $965K | Hold |
9,000
| – | – | 0.08% | 42 |
|
|
2022
Q1 | $1.01M | Hold |
9,000
| – | – | 0.06% | 51 |
|
|
2021
Q4 | $944K | Hold |
9,000
| – | – | 0.05% | 54 |
|
|
2021
Q3 | $878K | Hold |
9,000
| – | – | 0.05% | 57 |
|
|
2021
Q2 | $888K | Hold |
9,000
| – | – | 0.05% | 58 |
|
|
2021
Q1 | $869K | Buy |
+9,000
| New | +$869K | 0.06% | 59 |
|