A.D. Beadell Investment Counsel’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $208K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $491K | Buy |
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|
2018
Q3 | $455K | Sell |
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|
2018
Q2 | $462K | Hold |
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|
2018
Q1 | $452K | Sell |
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|
2017
Q4 | $500K | Hold |
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|
2017
Q3 | $499K | Buy |
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|
2017
Q2 | $492K | Sell |
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|
2017
Q1 | $626K | Sell |
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|
2016
Q4 | $1.39M | Sell |
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|
2016
Q3 | $1.45M | Sell |
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|
2016
Q2 | $2.33M | Sell |
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|
2016
Q1 | $2.75M | Sell |
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|
2015
Q4 | $2.46M | Hold |
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|
2015
Q3 | $2.48M | Buy |
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|
2015
Q2 | $2.26M | Buy |
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|
2015
Q1 | $2.45M | Sell |
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|
2014
Q4 | $3.06M | Hold |
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|
2014
Q3 | $2.73M | Sell |
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|
2014
Q2 | $2.94M | Sell |
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|
2014
Q1 | $2.85M | Hold |
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|
2013
Q4 | $2.76M | Sell |
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|
2013
Q3 | $2.69M | Sell |
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|
2013
Q2 | $2.76M | Buy |
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