Adalta Capital Management’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 | $2.44M | Buy |
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|
2025
Q1 | $2.49M | Hold |
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|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $843K | Buy |
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|
2023
Q3 | $742K | Buy |
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|
2023
Q2 | $647K | Hold |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q4 | $732K | Hold |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $762K | Hold |
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|
2022
Q1 | $793K | Buy |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $121K | Buy |
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