Wolff Financial 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 | $569K | Buy |
4,825
+15
| +0.3% | +$1.77K | 0.15% | 63 |
|
|
2025
Q1 | $587K | Hold |
4,810
| – | – | 0.16% | 61 |
|
|
2024
Q4 | $518K | Hold |
4,810
| – | – | 0.14% | 64 |
|
|
2024
Q3 | $555K | Hold |
4,810
| – | – | 0.15% | 63 |
|
|
2024
Q2 | $482K | Hold |
4,810
| – | – | 0.36% | 33 |
|
|
2024
Q1 | $465K | Hold |
4,810
| – | – | 0.14% | 71 |
|
|
2023
Q4 | $467K | Hold |
4,810
| – | – | 0.14% | 68 |
|
|
2023
Q3 | $425K | Hold |
4,810
| – | – | 0.15% | 70 |
|
|
2023
Q2 | $432K | Hold |
4,810
| – | – | 0.38% | 30 |
|
|
2023
Q1 | $464K | Hold |
4,810
| – | – | 0.16% | 70 |
|
|
2022
Q4 | $495K | Hold |
4,810
| – | – | 0.18% | 68 |
|
|
2022
Q3 | $447K | Hold |
4,810
| – | – | 0.2% | 68 |
|
|
2022
Q2 | $516K | Hold |
4,810
| – | – | 0.23% | 66 |
|
|
2022
Q1 | $537K | Hold |
4,810
| – | – | 0.21% | 68 |
|
|
2021
Q4 | $505K | Hold |
4,810
| – | – | 0.19% | 70 |
|
|
2021
Q3 | $469K | Buy |
+4,810
| New | +$469K | 0.41% | 27 |
|
|
2021
Q1 | $464K | Buy |
4,810
+1,354
| +39% | +$131K | 0.21% | 73 |
|
|
2020
Q4 | $316K | Hold |
3,456
| – | – | 0.17% | 77 |
|
|
2020
Q3 | $306K | Hold |
3,456
| – | – | 0.18% | 74 |
|
|
2020
Q2 | $276K | Hold |
3,456
| – | – | 0.18% | 73 |
|
|
2020
Q1 | $280K | Hold |
3,456
| – | – | 0.21% | 67 |
|
|
2019
Q4 | $315K | Buy |
3,456
+591
| +21% | +$53.9K | 0.21% | 68 |
|
|
2019
Q3 | $275K | Buy |
+2,865
| New | +$275K | 0.2% | 70 |
|