Asset Advisors 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 | $551K | Hold |
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|
2025
Q1 | $570K | Hold |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $582K | Hold |
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|
2024
Q2 | $506K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $245K | Hold |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $259K | Hold |
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|
2020
Q1 | $263K | Hold |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $424K | Buy |
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|
2019
Q2 | $286K | Sell |
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|
2019
Q1 | $305K | Sell |
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|
2018
Q4 | $294K | Buy |
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|
2018
Q3 | $260K | Buy |
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