Baldwin 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 | $884K | Sell |
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|
2025
Q1 | $919K | Buy |
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|
2024
Q4 | $738K | Sell |
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|
2024
Q3 | $995K | Sell |
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|
2024
Q2 | $887K | Buy |
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|
2024
Q1 | $849K | Buy |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $744K | Sell |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $961K | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $940 | Buy |
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|
2022
Q2 | $1.05K | Sell |
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|
2022
Q1 | $1.14K | Buy |
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|
2021
Q4 | $1.07K | Hold |
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|
2021
Q3 | $993K | Buy |
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|
2021
Q2 | $986K | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $929K | Buy |
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|
2020
Q2 | $307K | Hold |
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|
2020
Q1 | $311K | Hold |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $369K | Hold |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $274K | Buy |
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|
2018
Q4 | $254K | Hold |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $241K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $206K | Buy |
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