Wolff Wiese Magana’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 | $2.01M | Sell |
16,998
-137
| -0.8% | -$16.2K | 1.24% | 25 |
|
|
2025
Q1 | $2.09M | Buy |
17,135
+452
| +3% | +$55.1K | 1.42% | 24 |
|
|
2024
Q4 | $1.8M | Buy |
16,683
+345
| +2% | +$37.2K | 1.19% | 27 |
|
|
2024
Q3 | $1.88M | Buy |
16,338
+21
| +0.1% | +$2.42K | 1.29% | 26 |
|
|
2024
Q2 | $1.64M | Sell |
16,317
-374
| -2% | -$37.5K | 1.3% | 26 |
|
|
2024
Q1 | $1.61M | Sell |
16,691
-55
| -0.3% | -$5.32K | 1.39% | 27 |
|
|
2023
Q4 | $1.62M | Sell |
16,746
-1,436
| -8% | -$139K | 1.54% | 25 |
|
|
2023
Q3 | $1.6M | Sell |
18,182
-12
| -0.1% | -$1.06K | 1.31% | 19 |
|
|
2023
Q2 | $1.63M | Buy |
18,194
+1,694
| +10% | +$152K | 1.26% | 26 |
|
|
2023
Q1 | $1.59M | Buy |
16,500
+178
| +1% | +$17.2K | 1.29% | 26 |
|
|
2022
Q4 | $1.68M | Buy |
16,322
+597
| +4% | +$61.5K | 1.44% | 21 |
|
|
2022
Q3 | $1.46M | Buy |
15,725
+133
| +0.9% | +$12.4K | 1.18% | 29 |
|
|
2022
Q2 | $1.67M | Buy |
15,592
+110
| +0.7% | +$11.8K | 1.22% | 24 |
|
|
2022
Q1 | $1.73M | Buy |
15,482
+312
| +2% | +$34.8K | 1.16% | 21 |
|
|
2021
Q4 | $1.59M | Buy |
15,170
+2,030
| +15% | +$213K | 1.03% | 27 |
|
|
2021
Q3 | $1.28M | Buy |
13,140
+630
| +5% | +$61.5K | 0.9% | 29 |
|
|
2021
Q2 | $1.24M | Buy |
12,510
+194
| +2% | +$19.2K | 0.88% | 33 |
|
|
2021
Q1 | $1.19M | Buy |
12,316
+334
| +3% | +$32.2K | 0.93% | 33 |
|
|
2020
Q4 | $1.1M | Buy |
+11,982
| New | +$1.1M | 0.93% | 34 |
|