Advisory Research’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $10.3M | Buy |
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|
2020
Q2 | $1.19M | Buy |
|
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $327K | Sell |
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|
2018
Q1 | $410K | Sell |
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|
2017
Q4 | $453K | Sell |
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|
2017
Q3 | $454K | Sell |
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|
2017
Q2 | $492K | Sell |
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|
2017
Q1 | $487K | Sell |
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|
2016
Q4 | $482K | Buy |
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|
2016
Q3 | $491K | Buy |
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|
2016
Q2 | $525K | Sell |
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|
2016
Q1 | $495K | Sell |
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|
2015
Q4 | $459K | Buy |
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|
2015
Q3 | $459K | Sell |
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|
2015
Q2 | $566K | Sell |
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|
2015
Q1 | $767K | Buy |
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|
2014
Q4 | $824K | Sell |
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|
2014
Q3 | $738K | Sell |
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|
2014
Q2 | $1.56M | Sell |
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|
2014
Q1 | $1.71M | Buy |
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|
2013
Q4 | $1.61M | Sell |
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|
2013
Q3 | $1.86M | Buy |
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|
2013
Q2 | $1.8M | Buy |
|