Williams Jones Wealth Management’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 | $1.42M | Sell |
12,051
-200
| -2% | -$23.6K | 0.02% | 219 |
|
|
2025
Q1 | $1.49M | Sell |
12,251
-246
| -2% | -$30K | 0.02% | 204 |
|
|
2024
Q4 | $1.35M | Buy |
12,497
+301
| +2% | +$32.4K | 0.02% | 221 |
|
|
2024
Q3 | $1.41M | Buy |
12,196
+809
| +7% | +$93.3K | 0.02% | 227 |
|
|
2024
Q2 | $1.14M | Buy |
11,387
+350
| +3% | +$35.1K | 0.01% | 246 |
|
|
2024
Q1 | $1.07M | Sell |
11,037
-500
| -4% | -$48.4K | 0.01% | 256 |
|
|
2023
Q4 | $1.12M | Sell |
11,537
-1,159
| -9% | -$112K | 0.02% | 246 |
|
|
2023
Q3 | $1.12M | Sell |
12,696
-148
| -1% | -$13.1K | 0.02% | 240 |
|
|
2023
Q2 | $1.15M | Sell |
12,844
-1,018
| -7% | -$91.4K | 0.02% | 244 |
|
|
2023
Q1 | $1.34M | Buy |
13,862
+866
| +7% | +$83.5K | 0.02% | 238 |
|
|
2022
Q4 | $1.34M | Sell |
12,996
-16
| -0.1% | -$1.65K | 0.02% | 234 |
|
|
2022
Q3 | $1.21M | Sell |
13,012
-1,591
| -11% | -$148K | 0.02% | 243 |
|
|
2022
Q2 | $1.57M | Buy |
14,603
+2,208
| +18% | +$237K | 0.03% | 225 |
|
|
2022
Q1 | $1.38M | Sell |
12,395
-134
| -1% | -$15K | 0.02% | 233 |
|
|
2021
Q4 | $1.31M | Buy |
12,529
+168
| +1% | +$17.6K | 0.02% | 239 |
|
|
2021
Q3 | $1.21M | Sell |
12,361
-170
| -1% | -$16.6K | 0.02% | 233 |
|
|
2021
Q2 | $1.24M | Buy |
12,531
+798
| +7% | +$78.8K | 0.02% | 231 |
|
|
2021
Q1 | $1.13M | Sell |
11,733
-6,215
| -35% | -$600K | 0.02% | 236 |
|
|
2020
Q4 | $1.64M | Sell |
17,948
-3,100
| -15% | -$284K | 0.03% | 195 |
|
|
2020
Q3 | $1.86M | Buy |
21,048
+3,358
| +19% | +$297K | 0.03% | 168 |
|
|
2020
Q2 | $1.41M | Buy |
17,690
+1,450
| +9% | +$116K | 0.03% | 177 |
|
|
2020
Q1 | $1.31M | Buy |
16,240
+6,649
| +69% | +$538K | 0.03% | 155 |
|
|
2019
Q4 | $875K | Buy |
9,591
+314
| +3% | +$28.6K | 0.02% | 217 |
|
|
2019
Q3 | $889K | Buy |
+9,277
| New | +$889K | 0.02% | 209 |
|