Aspen Investment 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
Q2 | $628K | Buy |
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|
2025
Q1 | $594K | Hold |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $516K | Sell |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $656K | Hold |
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|
2022
Q1 | $683K | Hold |
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|
2021
Q4 | $642K | Sell |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $600K | Sell |
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|
2021
Q1 | $590K | Hold |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | $540K | Sell |
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|
2020
Q2 | $498K | Hold |
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|
2020
Q1 | $504K | Sell |
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|
2019
Q4 | $593K | Hold |
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|
2019
Q3 | $623K | Hold |
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|
2019
Q2 | $574K | Sell |
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|
2019
Q1 | $596K | Hold |
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|
2018
Q4 | $572K | Hold |
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|
2018
Q3 | $530K | Hold |
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|
2018
Q2 | $524K | Sell |
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|
2018
Q1 | $523K | Sell |
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|
2017
Q4 | $589K | Hold |
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|
2017
Q3 | $588K | Hold |
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|
2017
Q2 | $586K | Hold |
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|
2017
Q1 | $575K | Hold |
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|
2016
Q4 | $544K | Hold |
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|
2016
Q3 | $561K | Hold |
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|
2016
Q2 | $601K | Sell |
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|
2016
Q1 | $579K | Hold |
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|
2015
Q4 | $512K | Sell |
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|
2015
Q3 | $520K | Sell |
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|
2015
Q2 | $517K | Sell |
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|
2015
Q1 | $566K | Sell |
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|
2014
Q4 | $620K | Sell |
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|
2014
Q3 | $559K | Sell |
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|
2014
Q2 | $1.01M | Hold |
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|
2014
Q1 | $968K | Sell |
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|
2013
Q4 | $944K | Buy |
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|
2013
Q3 | $893K | Hold |
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|
2013
Q2 | $903K | Buy |
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