Americana Partners’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
$472K Sell
2025
Q2
$490K Sell
2025
Q1
$567K Sell
2024
Q4
$518K Buy
2024
Q3
$539K Buy
2024
Q2
$389K Buy
2024
Q1
$375K Buy
2023
Q4
$211K Sell
2023
Q3
$291K Sell
2023
Q2
$738K Buy
2023
Q1
$583K Buy
2022
Q4
$900K Sell
2022
Q3
$1.04M Buy
2022
Q2
$1.17M Buy
2022
Q1
$419K Sell
2021
Q4
$492K Buy
2020
Q1
Sell
2019
Q4
$7K Buy