William B. Walkup & Associates’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
$381K Sell
3,226
-115
-3% -$13.6K 0.22% 70
2025
Q1
$408K Hold
3,341
0.25% 65
2024
Q4
$360K Sell
3,341
-17
-0.5% -$1.83K 0.23% 72
2024
Q3
$387K Hold
3,358
0.24% 72
2024
Q2
$337K Buy
+3,358
New +$337K 0.22% 73