Wulff, Hansen & Co’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 | $925K | Hold |
7,840
| – | – | 0.79% | 41 |
|
|
2025
Q1 | $956K | Buy |
7,840
+165
| +2% | +$20.1K | 0.87% | 38 |
|
|
2024
Q4 | $827K | Hold |
7,675
| – | – | 0.78% | 41 |
|
|
2024
Q3 | $885K | Hold |
7,675
| – | – | 0.8% | 40 |
|
|
2024
Q2 | $769K | Hold |
7,675
| – | – | 0.76% | 43 |
|
|
2024
Q1 | $742K | Hold |
7,675
| – | – | 0.74% | 44 |
|
|
2023
Q4 | $745K | Hold |
7,675
| – | – | 0.83% | 37 |
|
|
2023
Q3 | $677K | Hold |
7,675
| – | – | 0.79% | 39 |
|
|
2023
Q2 | $689K | Hold |
7,675
| – | – | 0.77% | 42 |
|
|
2023
Q1 | $740K | Sell |
7,675
-50
| -0.6% | -$4.82K | 0.85% | 39 |
|
|
2022
Q4 | $796K | Sell |
7,725
-40
| -0.5% | -$4.12K | 0.97% | 34 |
|
|
2022
Q3 | $722K | Hold |
7,765
| – | – | 0.9% | 36 |
|
|
2022
Q2 | $832K | Hold |
7,765
| – | – | 0.94% | 36 |
|
|
2022
Q1 | $867K | Hold |
7,765
| – | – | 0.83% | 40 |
|
|
2021
Q4 | $815K | Buy |
+7,765
| New | +$815K | 0.7% | 46 |
|