Wolverine Asset 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
$1.03M Buy
+8,753
New +$1.03M 0.01% 413
2025
Q1
Sell
-31,418
Closed -$3.38M 1205
2024
Q4
$3.38M Buy
+31,418
New +$3.38M 0.03% 204
2024
Q3
Sell
-48,268
Closed -$4.84M 1266
2024
Q2
$4.84M Buy
+48,268
New +$4.84M 0.05% 136
2024
Q1
Sell
-8,506
Closed -$825K 1342
2023
Q4
$825K Buy
+8,506
New +$825K 0.01% 458
2023
Q3
Sell
-41,729
Closed -$3.74M 1506
2023
Q2
$3.74M Sell
41,729
-32,806
-44% -$2.94M 0.04% 191
2023
Q1
$7.19M Buy
74,535
+47,681
+178% +$4.6M 0.09% 144
2022
Q4
$2.77M Sell
26,854
-72,650
-73% -$7.48M 0.03% 303
2022
Q3
$9.26M Buy
99,504
+69,201
+228% +$6.44M 0.1% 137
2022
Q2
$3.25M Buy
+30,303
New +$3.25M 0.03% 303
2022
Q1
Hold
0
1947
2021
Q4
Sell
-3,937
Closed -$384K 1774
2021
Q3
$384K Buy
+3,937
New +$384K ﹤0.01% 791
2020
Q3
Sell
-7,754
Closed -$619K 1290
2020
Q2
$619K Buy
7,754
+6,040
+352% +$482K 0.01% 502
2020
Q1
$138K Buy
+1,714
New +$138K ﹤0.01% 770
2019
Q3
Hold
0
1106
2019
Q2
Hold
0
1081
2019
Q1
Hold
0
1033
2018
Q4
Hold
0
1137
2018
Q3
Sell
-1,602
Closed -$126K 1082
2018
Q2
$126K Buy
+1,602
New +$126K ﹤0.01% 789
2016
Q1
Sell
-40,472
Closed -$2.89M 819
2015
Q4
$2.89M Buy
40,472
+9,100
+29% +$650K 0.06% 229
2015
Q3
$2.26M Sell
31,372
-4,200
-12% -$302K 0.05% 266
2015
Q2
$2.51M Buy
35,572
+5,000
+16% +$353K 0.06% 240
2015
Q1
$2.35M Sell
30,572
-3,383
-10% -$260K 0.05% 232
2014
Q4
$2.84M Buy
33,955
+20,022
+144% +$1.67M 0.06% 204
2014
Q3
$1.04M Buy
13,933
+10,701
+331% +$800K 0.02% 373
2014
Q2
$239K Sell
3,232
-9,990
-76% -$739K 0.01% 641
2014
Q1
$941K Buy
13,222
+10,146
+330% +$722K 0.02% 366
2013
Q4
$212K Sell
3,076
-1,800
-37% -$124K ﹤0.01% 838
2013
Q3
$325K Buy
+4,876
New +$325K 0.01% 706
2013
Q2
Hold
0
1162