Agate Pass Investment 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
Q3 | $643K | Sell |
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|
2025
Q2 | $625K | Sell |
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|
2025
Q1 | $658K | Sell |
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|
2024
Q4 | $596K | Sell |
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|
2024
Q3 | $644K | Sell |
|
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|
2024
Q2 | $591K | Sell |
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|
2024
Q1 | $613K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $649K | Sell |
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|
2022
Q4 | $713K | Sell |
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|
2022
Q3 | $739K | Sell |
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|
2022
Q2 | $863K | Sell |
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|
2022
Q1 | $907K | Buy |
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|
2021
Q4 | $839K | Buy |
|