Wilson & Boucher Capital 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 | $772K | Hold |
6,541
| – | – | 0.54% | 55 |
|
|
2025
Q1 | $798K | Sell |
6,541
-100
| -2% | -$12.2K | 0.59% | 52 |
|
|
2024
Q4 | $716K | Hold |
6,641
| – | – | 0.51% | 58 |
|
|
2024
Q3 | $766K | Hold |
6,641
| – | – | 0.53% | 56 |
|
|
2024
Q2 | $666K | Sell |
6,641
-117
| -2% | -$11.7K | 0.51% | 56 |
|
|
2024
Q1 | $654K | Sell |
6,758
-1,195
| -15% | -$116K | 0.51% | 59 |
|
|
2023
Q4 | $772K | Sell |
7,953
-335
| -4% | -$32.5K | 0.65% | 48 |
|
|
2023
Q3 | $731K | Sell |
8,288
-40
| -0.5% | -$3.53K | 0.7% | 46 |
|
|
2023
Q2 | $747K | Sell |
8,328
-100
| -1% | -$8.97K | 0.67% | 46 |
|
|
2023
Q1 | $813K | Hold |
8,428
| – | – | 0.78% | 41 |
|
|
2022
Q4 | $868K | Sell |
8,428
-65
| -0.8% | -$6.69K | 0.89% | 38 |
|
|
2022
Q3 | $790K | Sell |
8,493
-100
| -1% | -$9.3K | 0.92% | 38 |
|
|
2022
Q2 | $921K | Sell |
8,593
-358
| -4% | -$38.4K | 1.01% | 34 |
|
|
2022
Q1 | $999K | Buy |
8,951
+367
| +4% | +$41K | 0.91% | 34 |
|
|
2021
Q4 | $900K | Buy |
+8,584
| New | +$900K | 0.81% | 41 |
|