Wimmer Associates 1’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 | $361K | Hold |
3,056
| – | – | 0.18% | 86 |
|
|
2025
Q1 | $346K | Hold |
3,056
| – | – | 0.18% | 86 |
|
|
2024
Q4 | $329K | Hold |
3,056
| – | – | 0.16% | 90 |
|
|
2024
Q3 | $352K | Sell |
3,056
-55
| -2% | -$6.34K | 0.17% | 91 |
|
|
2024
Q2 | $312K | Sell |
3,111
-66
| -2% | -$6.62K | 0.16% | 94 |
|
|
2024
Q1 | $307K | Hold |
3,177
| – | – | 0.16% | 95 |
|
|
2023
Q4 | $308K | Sell |
3,177
-30
| -0.9% | -$2.91K | 0.17% | 91 |
|
|
2023
Q3 | $283K | Hold |
3,207
| – | – | 0.18% | 92 |
|
|
2023
Q2 | $288K | Hold |
3,207
| – | – | 0.17% | 95 |
|
|
2023
Q1 | $309K | Sell |
3,207
-120
| -4% | -$11.6K | 0.2% | 90 |
|
|
2022
Q4 | $343K | Sell |
3,327
-250
| -7% | -$25.7K | 0.23% | 83 |
|
|
2022
Q3 | $333K | Sell |
3,577
-75
| -2% | -$6.98K | 0.22% | 86 |
|
|
2022
Q2 | $392K | Hold |
3,652
| – | – | 0.26% | 84 |
|
|
2022
Q1 | $408K | Sell |
3,652
-30
| -0.8% | -$3.35K | 0.23% | 87 |
|
|
2021
Q4 | $386K | Hold |
3,682
| – | – | 0.21% | 91 |
|
|
2021
Q3 | $359K | Buy |
3,682
+90
| +3% | +$8.78K | 0.21% | 89 |
|
|
2021
Q2 | $355K | Buy |
3,592
+30
| +0.8% | +$2.97K | 0.21% | 87 |
|
|
2021
Q1 | $344K | Sell |
3,562
-60
| -2% | -$5.79K | 0.19% | 86 |
|
|
2020
Q4 | $332K | Sell |
3,622
-91
| -2% | -$8.34K | 0.2% | 85 |
|
|
2020
Q3 | $329K | Sell |
3,713
-50
| -1% | -$4.43K | 0.22% | 82 |
|
|
2020
Q2 | $319K | Buy |
3,763
+75
| +2% | +$6.36K | 0.25% | 81 |
|
|
2020
Q1 | $298K | Sell |
3,688
-50
| -1% | -$4.04K | 0.28% | 75 |
|
|
2019
Q4 | $341K | Sell |
3,738
-80
| -2% | -$7.3K | 0.27% | 80 |
|
|
2019
Q3 | $366K | Buy |
3,818
+80
| +2% | +$7.67K | 0.32% | 73 |
|
|
2019
Q2 | $330K | Hold |
3,738
| – | – | 0.29% | 81 |
|
|
2019
Q1 | $336K | Hold |
3,738
| – | – | 0.3% | 80 |
|
|
2018
Q4 | $323K | Hold |
3,738
| – | – | 0.32% | 76 |
|
|
2018
Q3 | $299K | Sell |
3,738
-120
| -3% | -$9.6K | 0.25% | 90 |
|
|
2018
Q2 | $305K | Sell |
3,858
-60
| -2% | -$4.74K | 0.27% | 87 |
|
|
2018
Q1 | $304K | Buy |
3,918
+180
| +5% | +$14K | 0.27% | 91 |
|
|
2017
Q4 | $314K | Hold |
3,738
| – | – | 0.28% | 88 |
|
|
2017
Q3 | $314K | Hold |
3,738
| – | – | 0.29% | 90 |
|
|
2017
Q2 | $312K | Sell |
3,738
-1,087
| -23% | -$90.7K | 0.29% | 92 |
|
|
2017
Q1 | $396K | Sell |
4,825
-408
| -8% | -$33.5K | 0.37% | 76 |
|
|
2016
Q4 | $406K | Buy |
5,233
+528
| +11% | +$41K | 0.38% | 75 |
|
|
2016
Q3 | $377K | Sell |
4,705
-309
| -6% | -$24.8K | 0.34% | 81 |
|
|
2016
Q2 | $430K | Buy |
5,014
+201
| +4% | +$17.2K | 0.38% | 72 |
|
|
2016
Q1 | $388K | Buy |
4,813
+621
| +15% | +$50.1K | 0.36% | 78 |
|
|
2015
Q4 | $299K | Buy |
+4,192
| New | +$299K | 0.31% | 80 |
|