Wright Investors Service’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 | $472K | Buy |
3,997
+120
| +3% | +$14.2K | 0.14% | 121 |
|
|
2025
Q1 | $473K | Sell |
3,877
-371
| -9% | -$45.3K | 0.16% | 117 |
|
|
2024
Q4 | $458K | Sell |
4,248
-8,898
| -68% | -$959K | 0.15% | 117 |
|
|
2024
Q3 | $1.52M | Sell |
13,146
-5,263
| -29% | -$607K | 0.4% | 73 |
|
|
2024
Q2 | $1.85M | Sell |
18,409
-5,472
| -23% | -$548K | 0.49% | 61 |
|
|
2024
Q1 | $2.31M | Buy |
23,881
+163
| +0.7% | +$15.8K | 0.59% | 60 |
|
|
2023
Q4 | $2.3M | Sell |
23,718
-4,067
| -15% | -$395K | 0.65% | 54 |
|
|
2023
Q3 | $2.45M | Buy |
27,785
+426
| +2% | +$37.6K | 0.71% | 45 |
|
|
2023
Q2 | $2.46M | Sell |
27,359
-2,719
| -9% | -$244K | 0.69% | 53 |
|
|
2023
Q1 | $2.9M | Sell |
30,078
-490
| -2% | -$47.3K | 0.82% | 40 |
|
|
2022
Q4 | $3.15M | Buy |
30,568
+761
| +3% | +$78.4K | 0.9% | 37 |
|
|
2022
Q3 | $2.77M | Sell |
29,807
-2,280
| -7% | -$212K | 0.87% | 36 |
|
|
2022
Q2 | $3.44M | Buy |
32,087
+1,609
| +5% | +$172K | 0.98% | 31 |
|
|
2022
Q1 | $3.4M | Buy |
30,478
+563
| +2% | +$62.9K | 0.85% | 42 |
|
|
2021
Q4 | $3.14M | Buy |
29,915
+2,256
| +8% | +$237K | 0.79% | 39 |
|
|
2021
Q3 | $2.7M | Buy |
27,659
+1,803
| +7% | +$176K | 0.77% | 40 |
|
|
2021
Q2 | $2.55M | Buy |
25,856
+1,000
| +4% | +$98.7K | 0.69% | 47 |
|
|
2021
Q1 | $2.4M | Buy |
24,856
+3,701
| +17% | +$357K | 0.73% | 47 |
|
|
2020
Q4 | $1.94M | Buy |
21,155
+688
| +3% | +$63K | 0.67% | 49 |
|
|
2020
Q3 | $1.81M | Sell |
20,467
-2,312
| -10% | -$205K | 0.65% | 49 |
|
|
2020
Q2 | $1.82M | Buy |
22,779
+5,305
| +30% | +$424K | 0.7% | 42 |
|
|
2020
Q1 | $1.41M | Buy |
17,474
+573
| +3% | +$46.3K | 0.61% | 54 |
|
|
2019
Q4 | $1.54M | Sell |
16,901
-3,347
| -17% | -$305K | 0.53% | 59 |
|
|
2019
Q3 | $1.94M | Buy |
20,248
+6,584
| +48% | +$631K | 0.7% | 47 |
|
|
2019
Q2 | $1.21M | Buy |
13,664
+928
| +7% | +$81.9K | 0.46% | 65 |
|
|
2019
Q1 | $1.15M | Buy |
12,736
+946
| +8% | +$85.1K | 0.46% | 63 |
|
|
2018
Q4 | $1.02M | Sell |
11,790
-347
| -3% | -$29.9K | 0.44% | 65 |
|
|
2018
Q3 | $971K | Buy |
12,137
+606
| +5% | +$48.5K | 0.36% | 71 |
|
|
2018
Q2 | $912K | Sell |
11,531
-30
| -0.3% | -$2.37K | 0.36% | 71 |
|
|
2018
Q1 | $896K | Buy |
11,561
+841
| +8% | +$65.2K | 0.31% | 90 |
|
|
2017
Q4 | $902K | Sell |
10,720
-185
| -2% | -$15.6K | 0.3% | 83 |
|
|
2017
Q3 | $915K | Buy |
10,905
+164
| +2% | +$13.8K | 0.33% | 85 |
|
|
2017
Q2 | $898K | Buy |
10,741
+2,537
| +31% | +$212K | 0.34% | 79 |
|
|
2017
Q1 | $673K | Buy |
8,204
+460
| +6% | +$37.7K | 0.27% | 114 |
|
|
2016
Q4 | $601K | Buy |
7,744
+47
| +0.6% | +$3.65K | 0.26% | 127 |
|
|
2016
Q3 | $616K | Sell |
7,697
-1,243
| -14% | -$99.5K | 0.26% | 122 |
|
|
2016
Q2 | $767K | Buy |
8,940
+143
| +2% | +$12.3K | 0.32% | 108 |
|
|
2016
Q1 | $710K | Buy |
8,797
+1,440
| +20% | +$116K | 0.28% | 121 |
|
|
2015
Q4 | $525K | Buy |
7,357
+1,053
| +17% | +$75.1K | 0.19% | 174 |
|
|
2015
Q3 | $454K | Sell |
6,304
-405
| -6% | -$29.2K | 0.21% | 142 |
|
|
2015
Q2 | $474K | Sell |
6,709
-4
| -0.1% | -$283 | 0.23% | 130 |
|
|
2015
Q1 | $515K | Sell |
6,713
-84
| -1% | -$6.44K | 0.25% | 128 |
|
|
2014
Q4 | $568K | Buy |
6,797
+125
| +2% | +$10.4K | 0.28% | 121 |
|
|
2014
Q3 | $499K | Sell |
6,672
-936
| -12% | -$70K | 0.25% | 119 |
|
|
2014
Q2 | $564K | Buy |
7,608
+676
| +10% | +$50.1K | 0.25% | 124 |
|
|
2014
Q1 | $494K | Sell |
6,932
-300
| -4% | -$21.4K | 0.22% | 143 |
|
|
2013
Q4 | $499K | Buy |
7,232
+20
| +0.3% | +$1.38K | 0.22% | 137 |
|
|
2013
Q3 | $482K | Sell |
7,212
-275
| -4% | -$18.4K | 0.22% | 141 |
|
|
2013
Q2 | $505K | Buy |
+7,487
| New | +$505K | 0.24% | 128 |
|