Bank Julius Baer & Co’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
$20.8M Buy
2025
Q1
$19.6M Buy
2024
Q4
$2.4M Buy
2022
Q3
Sell
2022
Q2
$168K Hold
2022
Q1
$175K Sell
2021
Q4
$233K Buy
2021
Q3
$154K Sell
2021
Q2
$775K Sell
2021
Q1
$819K Sell
2020
Q4
$827K Buy
2020
Q3
$636K Buy
2020
Q2
$364K Buy
2020
Q1
$162K Buy