Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $192K | Sell |
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|
2021
Q2 | $197K | Hold |
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|
2021
Q1 | $192K | Hold |
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|
2020
Q4 | $183K | Hold |
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|
2020
Q3 | $177K | Hold |
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|
2020
Q2 | $159K | Hold |
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|
2020
Q1 | $161K | Hold |
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|
2019
Q4 | $182K | Hold |
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|
2019
Q3 | $191K | Hold |
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|
2019
Q2 | $176K | Buy |
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|
2019
Q1 | $177K | Hold |
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|
2018
Q4 | $170K | Hold |
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|
2018
Q3 | $157K | Hold |
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|
2018
Q2 | $156K | Sell |
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|
2018
Q1 | $169K | Buy |
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|
2017
Q4 | $166K | Hold |
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|
2017
Q3 | $165K | Hold |
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|
2017
Q2 | $165K | Hold |
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|
2017
Q1 | $161K | Hold |
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|
2016
Q4 | $153K | Buy |
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|
2016
Q3 | $77K | Hold |
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|
2016
Q2 | $83K | Sell |
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|
2016
Q1 | $82K | Hold |
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|
2015
Q4 | $72K | Sell |
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|
2015
Q3 | $106K | Hold |
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|
2015
Q2 | $104K | Sell |
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|
2015
Q1 | $504K | Sell |
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|
2014
Q4 | $749K | Sell |
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|
2014
Q3 | $720K | Buy |
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|
2014
Q2 | $628K | Buy |
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|
2014
Q1 | $571K | Buy |
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|
2013
Q4 | $429K | Sell |
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|
2013
Q3 | $503K | Buy |
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|
2013
Q2 | $485K | Buy |
|