Advisors 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 | $61.5M | Buy |
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|
2025
Q1 | $60.4M | Buy |
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|
2024
Q4 | $40.5M | Buy |
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|
2024
Q3 | $42.8M | Buy |
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|
2024
Q2 | $36.2M | Buy |
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|
2024
Q1 | $33M | Buy |
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|
2023
Q4 | $30.3M | Buy |
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|
2023
Q3 | $27.1M | Buy |
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|
2023
Q2 | $26.6M | Buy |
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|
2023
Q1 | $24.3M | Buy |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $825K | Sell |
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|
2022
Q1 | $939K | Buy |
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|
2021
Q4 | $707K | Buy |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $491K | Sell |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $603K | Buy |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $259K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $828K | Buy |
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