Bailard’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 | $4M | Buy |
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|
2025
Q2 | $3.8M | Buy |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $3.44M | Buy |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q2 | $2.6M | Buy |
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|
2024
Q1 | $2.5M | Hold |
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $2.31M | Buy |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.5M | Sell |
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|
2022
Q4 | $2.67M | Sell |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.95M | Hold |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $465K | Sell |
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|
2019
Q3 | $499K | Hold |
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|
2019
Q2 | $459K | Hold |
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|
2019
Q1 | $468K | Sell |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $354K | Hold |
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|
2018
Q2 | $350K | Hold |
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|
2018
Q1 | $343K | Hold |
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|
2017
Q4 | $373K | Buy |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $274K | Hold |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $259K | Sell |
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|
2016
Q3 | $276K | Sell |
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|
2016
Q2 | $315K | Sell |
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|
2016
Q1 | $392K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $374K | Sell |
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|
2015
Q2 | $381K | Sell |
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|
2015
Q1 | $558K | Buy |
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|
2014
Q4 | $577K | Sell |
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|
2014
Q3 | $524K | Sell |
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|
2014
Q2 | $573K | Sell |
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|
2014
Q1 | $695K | Sell |
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|
2013
Q4 | $776K | Sell |
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|
2013
Q3 | $884K | Sell |
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|
2013
Q2 | $3.02M | Buy |
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