Wilson & Boucher Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $809K | Hold |
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|
2025
Q2 | $772K | Hold |
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|
2025
Q1 | $798K | Sell |
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|
2024
Q4 | $716K | Hold |
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|
2024
Q3 | $766K | Hold |
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|
2024
Q2 | $666K | Sell |
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|
2024
Q1 | $654K | Sell |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $747K | Sell |
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|
2023
Q1 | $813K | Hold |
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|
2022
Q4 | $868K | Sell |
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|
2022
Q3 | $790K | Sell |
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|
2022
Q2 | $921K | Sell |
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|
2022
Q1 | $999K | Buy |
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|
2021
Q4 | $900K | Buy |
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