American Research & Management Company’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $775K | Hold |
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|
2022
Q2 | $893K | Hold |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $873K | Buy |
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|
2021
Q3 | $805K | Sell |
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|
2021
Q2 | $844K | Sell |
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|
2021
Q1 | $835K | Sell |
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|
2020
Q4 | $847K | Hold |
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|
2020
Q3 | $819K | Hold |
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|
2020
Q2 | $739K | Hold |
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|
2020
Q1 | $748K | Sell |
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|
2019
Q4 | $990K | Sell |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.26M | Hold |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.25M | Hold |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $983K | Sell |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $741K | Hold |
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|
2017
Q2 | $738K | Sell |
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|
2017
Q1 | $733K | Hold |
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|
2016
Q4 | $693K | Hold |
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|
2016
Q3 | $715K | Buy |
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|
2016
Q2 | $125K | Sell |
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|
2016
Q1 | $123K | Hold |
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|
2015
Q4 | $109K | Hold |
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|
2015
Q3 | $110K | Hold |
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|
2015
Q2 | $108K | Hold |
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|
2015
Q1 | $117K | Hold |
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|
2014
Q4 | $128K | Hold |
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|
2014
Q3 | $114K | Hold |
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|
2014
Q2 | $113K | Hold |
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|
2014
Q1 | $109K | Hold |
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|
2013
Q4 | $105K | Hold |
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|
2013
Q3 | $102K | Sell |
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|
2013
Q2 | $115K | Buy |
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