Apriem Advisors’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 | $299K | Buy |
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|
2025
Q2 | $283K | Hold |
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|
2025
Q1 | $293K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $307K | Hold |
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|
2019
Q2 | $282K | Hold |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $272K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $237K | Hold |
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|
2018
Q1 | $232K | Sell |
|
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $296K | Buy |
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|
2017
Q2 | $285K | Buy |
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|
2017
Q1 | $232K | Hold |
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|
2016
Q4 | $220K | Sell |
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|
2016
Q3 | $280K | Hold |
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|
2016
Q2 | $300K | Buy |
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|
2016
Q1 | $274K | Buy |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $22K | Hold |
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|
2015
Q2 | $21K | Hold |
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|
2015
Q1 | $23K | Hold |
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|
2014
Q4 | $25K | Hold |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $22K | Hold |
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|
2014
Q1 | $21K | Hold |
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|
2013
Q4 | $21K | Hold |
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|
2013
Q3 | $20K | Buy |
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|
2013
Q2 | $14K | Buy |
|