Wimmer Associates 1’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
Q2 | $361K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $329K | Hold |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $312K | Sell |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $319K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $366K | Buy |
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|
2019
Q2 | $330K | Hold |
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|
2019
Q1 | $336K | Hold |
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|
2018
Q4 | $323K | Hold |
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|
2018
Q3 | $299K | Sell |
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|
2018
Q2 | $305K | Sell |
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|
2018
Q1 | $304K | Buy |
|
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|
2017
Q4 | $314K | Hold |
|
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|
2017
Q3 | $314K | Hold |
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|
2017
Q2 | $312K | Sell |
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|
2017
Q1 | $396K | Sell |
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|
2016
Q4 | $406K | Buy |
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|
2016
Q3 | $377K | Sell |
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|
2016
Q2 | $430K | Buy |
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|
2016
Q1 | $388K | Buy |
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|
2015
Q4 | $299K | Buy |
|