Ballentine Partners’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 | $1.49M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $991K | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $829K | Buy |
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|
2024
Q1 | $704K | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $945K | Buy |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $554K | Sell |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $271K | Buy |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $206K | Buy |
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