Albion Financial Group’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 | $879K | Buy |
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|
2025
Q2 | $831K | Hold |
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|
2025
Q1 | $859K | Sell |
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|
2024
Q4 | $902K | Buy |
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|
2024
Q3 | $812K | Hold |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $807K | Buy |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $622K | Hold |
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|
2023
Q2 | $632K | Hold |
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|
2023
Q1 | $680K | Hold |
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|
2022
Q4 | $726K | Hold |
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|
2022
Q3 | $655K | Hold |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $995K | Sell |
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|
2021
Q3 | $989K | Hold |
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|
2021
Q2 | $1M | Buy |
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|
2020
Q4 | $1.08M | Hold |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $900K | Buy |
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|
2020
Q1 | $847K | Buy |
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|
2019
Q4 | $784K | Buy |
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|
2019
Q3 | $802K | Sell |
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|
2019
Q2 | $764K | Hold |
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|
2019
Q1 | $780K | Hold |
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|
2018
Q4 | $748K | Buy |
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|
2018
Q3 | $533K | Hold |
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|
2018
Q2 | $527K | Hold |
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|
2018
Q1 | $516K | Hold |
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|
2017
Q4 | $560K | Hold |
|
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|
2017
Q3 | $559K | Hold |
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|
2017
Q2 | $557K | Hold |
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|
2017
Q1 | $546K | Hold |
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|
2016
Q4 | $517K | Hold |
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|
2016
Q3 | $533K | Sell |
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|
2016
Q2 | $661K | Hold |
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|
2016
Q1 | $622K | Hold |
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|
2015
Q4 | $550K | Hold |
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|
2015
Q3 | $554K | Hold |
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|
2015
Q2 | $544K | Hold |
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|
2015
Q1 | $592K | Hold |
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|
2014
Q4 | $644K | Hold |
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|
2014
Q3 | $576K | Hold |
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|
2014
Q2 | $572K | Sell |
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|
2014
Q1 | $549K | Sell |
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|
2013
Q4 | $550K | Sell |
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|
2013
Q3 | $692K | Hold |
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|
2013
Q2 | $700K | Buy |
|