Winch Advisory Services’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 | $37.9K | Buy |
321
+3
| +0.9% | +$354 | 0.01% | 183 |
|
|
2025
Q1 | $38.8K | Buy |
318
+2
| +0.6% | +$244 | 0.01% | 173 |
|
|
2024
Q4 | $34K | Buy |
316
+243
| +333% | +$26.2K | 0.01% | 184 |
|
|
2024
Q3 | $8.42K | Buy |
73
+1
| +1% | +$115 | ﹤0.01% | 279 |
|
|
2024
Q2 | $7.25K | Hold |
72
| – | – | ﹤0.01% | 287 |
|
|
2024
Q1 | $6.93K | Buy |
72
+1
| +1% | +$96 | ﹤0.01% | 288 |
|
|
2023
Q4 | $6.88K | Buy |
71
+1
| +1% | +$97 | ﹤0.01% | 286 |
|
|
2023
Q3 | $6K | Buy |
70
+1
| +1% | +$86 | ﹤0.01% | 295 |
|
|
2023
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 293 |
|
|
2023
Q1 | $7K | Buy |
69
+1
| +1% | +$101 | ﹤0.01% | 279 |
|
|
2022
Q4 | $7K | Buy |
68
+1
| +1% | +$103 | ﹤0.01% | 261 |
|
|
2022
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 252 |
|
|
2022
Q2 | $7K | Buy |
67
+1
| +2% | +$104 | ﹤0.01% | 257 |
|
|
2022
Q1 | $7K | Sell |
66
-1
| -1% | -$106 | ﹤0.01% | 283 |
|
|
2021
Q4 | $7K | Buy |
67
+1
| +2% | +$104 | ﹤0.01% | 300 |
|
|
2021
Q3 | $6K | Buy |
66
+1
| +2% | +$91 | ﹤0.01% | 308 |
|
|
2021
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 317 |
|
|
2021
Q1 | $6K | Buy |
65
+1
| +2% | +$92 | ﹤0.01% | 289 |
|
|
2020
Q4 | $6K | Buy |
64
+1
| +2% | +$94 | ﹤0.01% | 275 |
|
|
2020
Q3 | $6K | Hold |
63
| – | – | ﹤0.01% | 250 |
|
|
2020
Q2 | $5K | Buy |
63
+1
| +2% | +$79 | ﹤0.01% | 258 |
|
|
2020
Q1 | $5K | Buy |
62
+1
| +2% | +$81 | ﹤0.01% | 224 |
|
|
2019
Q4 | $6K | Sell |
61
-67
| -52% | -$6.59K | ﹤0.01% | 241 |
|
|
2019
Q3 | $12K | Buy |
128
+1
| +0.8% | +$94 | 0.01% | 178 |
|
|
2019
Q2 | $11K | Buy |
127
+21
| +20% | +$1.82K | 0.01% | 196 |
|
|
2019
Q1 | $10K | Buy |
106
+40
| +61% | +$3.77K | 0.01% | 193 |
|
|
2018
Q4 | $6K | Sell |
66
-118
| -64% | -$10.7K | ﹤0.01% | 214 |
|
|
2018
Q3 | $15K | Buy |
184
+1
| +0.5% | +$82 | 0.01% | 158 |
|
|
2018
Q2 | $14K | Sell |
183
-90
| -33% | -$6.89K | 0.01% | 174 |
|
|
2018
Q1 | $21K | Sell |
273
-212
| -44% | -$16.3K | 0.01% | 148 |
|
|
2017
Q4 | $41K | Buy |
485
+90
| +23% | +$7.61K | 0.02% | 112 |
|
|
2017
Q3 | $33K | Buy |
395
+4
| +1% | +$334 | 0.02% | 112 |
|
|
2017
Q2 | $33K | Buy |
391
+200
| +105% | +$16.9K | 0.02% | 134 |
|
|
2017
Q1 | $16K | Buy |
191
+2
| +1% | +$168 | 0.01% | 152 |
|
|
2016
Q4 | $15K | Buy |
189
+2
| +1% | +$159 | 0.01% | 134 |
|
|
2016
Q3 | $15K | Buy |
187
+2
| +1% | +$160 | 0.01% | 127 |
|
|
2016
Q2 | $16K | Buy |
185
+127
| +219% | +$11K | 0.02% | 114 |
|
|
2016
Q1 | $5K | Hold |
58
| – | – | 0.01% | 153 |
|
|
2015
Q4 | $4K | Buy |
58
+1
| +2% | +$69 | ﹤0.01% | 181 |
|
|
2015
Q3 | $4K | Buy |
57
+1
| +2% | +$70 | 0.01% | 169 |
|
|
2015
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 217 |
|
|
2015
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 202 |
|
|
2014
Q4 | – | Sell |
-55
| Closed | -$4K | – | 76 |
|
|
2014
Q3 | $4K | Buy |
55
+1
| +2% | +$73 | ﹤0.01% | 181 |
|
|
2014
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 207 |
|
|
2014
Q1 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 219 |
|