Wills Financial Group’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 | $807K | Buy |
6,842
+4
| +0.1% | +$472 | 0.35% | 40 |
|
|
2025
Q1 | $834K | Sell |
6,838
-32
| -0.5% | -$3.9K | 0.37% | 38 |
|
|
2024
Q4 | $740K | Sell |
6,870
-38
| -0.6% | -$4.09K | 0.32% | 44 |
|
|
2024
Q3 | $796K | Buy |
6,908
+303
| +5% | +$34.9K | 0.33% | 44 |
|
|
2024
Q2 | $662K | Buy |
6,605
+327
| +5% | +$32.8K | 0.3% | 44 |
|
|
2024
Q1 | $607K | Sell |
6,278
-37
| -0.6% | -$3.58K | 0.29% | 46 |
|
|
2023
Q4 | $613K | Sell |
6,315
-441
| -7% | -$42.8K | 0.31% | 43 |
|
|
2023
Q3 | $596K | Sell |
6,756
-796
| -11% | -$70.3K | 0.32% | 50 |
|
|
2023
Q2 | $678K | Buy |
7,552
+527
| +8% | +$47.3K | 0.34% | 49 |
|
|
2023
Q1 | $678K | Buy |
7,025
+3
| +0% | +$289 | 0.37% | 45 |
|
|
2022
Q4 | $723K | Sell |
7,022
-252
| -3% | -$26K | 0.4% | 41 |
|
|
2022
Q3 | $677K | Buy |
7,274
+794
| +12% | +$73.9K | 0.38% | 40 |
|
|
2022
Q2 | $695K | Buy |
6,480
+979
| +18% | +$105K | 0.34% | 45 |
|
|
2022
Q1 | $614K | Buy |
5,501
+371
| +7% | +$41.4K | 0.26% | 48 |
|
|
2021
Q4 | $538K | Buy |
5,130
+2
| +0% | +$210 | 0.21% | 54 |
|
|
2021
Q3 | $500K | Buy |
5,128
+512
| +11% | +$49.9K | 0.22% | 51 |
|
|
2021
Q2 | $455K | Buy |
4,616
+1,303
| +39% | +$128K | 0.2% | 52 |
|
|
2021
Q1 | $319K | Buy |
3,313
+2
| +0.1% | +$193 | 0.15% | 55 |
|
|
2020
Q4 | $303K | Buy |
+3,311
| New | +$303K | 0.15% | 53 |
|