1834 Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $960K | Buy |
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|
2021
Q1 | $869K | Buy |
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|
2020
Q4 | $660K | Buy |
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|
2020
Q3 | $585K | Buy |
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|
2020
Q2 | $491K | Buy |
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|
2020
Q1 | $397K | Buy |
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|
2019
Q4 | $369K | Buy |
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|
2019
Q3 | $319K | Sell |
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|
2019
Q2 | $375K | Buy |
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|
2019
Q1 | $375K | Buy |
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|
2018
Q4 | $345K | Sell |
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|
2018
Q3 | $338K | Sell |
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|
2018
Q2 | $353K | Sell |
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|
2018
Q1 | $625K | Sell |
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|
2017
Q4 | $689K | Buy |
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|
2017
Q3 | $687K | Sell |
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|
2017
Q2 | $729K | Sell |
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|
2017
Q1 | $961K | Sell |
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|
2016
Q4 | $1.37M | Hold |
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|
2016
Q3 | $1.41M | Hold |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.38M | Sell |
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|
2015
Q4 | $1.23M | Sell |
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|
2015
Q3 | $1.27M | Sell |
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|
2015
Q2 | $1.26M | Buy |
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|
2015
Q1 | $1.36M | Buy |
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|
2014
Q4 | $1.44M | Sell |
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|
2014
Q3 | $1.45M | Sell |
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|
2014
Q2 | $1.45M | Sell |
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|
2014
Q1 | $1.54M | Sell |
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|
2013
Q4 | $1.53M | Buy |
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|
2013
Q3 | $1.35M | Sell |
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|
2013
Q2 | $1.42M | Buy |
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