Alethea 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
Q1 | – | Sell |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $795K | Buy |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $543K | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $504K | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $439K | Hold |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $456K | Hold |
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|
2019
Q3 | $479K | Sell |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | $450K | Hold |
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|
2018
Q4 | $432K | Hold |
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|
2018
Q3 | $400K | Hold |
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|
2018
Q2 | $395K | Hold |
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|
2018
Q1 | $387K | Sell |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $420K | Hold |
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|
2017
Q2 | $418K | Hold |
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|
2017
Q1 | $410K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $596K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.44M | Buy |
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