BCM Advisors’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 | $7.21M | Hold |
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|
2025
Q1 | $7.34M | Hold |
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|
2024
Q4 | $6.87M | Buy |
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|
2024
Q3 | $6.79M | Sell |
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|
2024
Q2 | $6.82M | Buy |
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|
2024
Q1 | $5.99M | Buy |
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|
2023
Q4 | $5.77M | Hold |
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|
2023
Q3 | $5.34M | Sell |
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|
2023
Q2 | $5.68M | Hold |
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|
2023
Q1 | $6.03M | Hold |
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|
2022
Q4 | $6.22M | Buy |
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|
2022
Q3 | $5.72M | Buy |
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|
2022
Q2 | $6.43M | Buy |
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|
2022
Q1 | $6.88M | Sell |
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|
2021
Q4 | $6.47M | Sell |
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|
2021
Q3 | $6.27M | Sell |
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|
2021
Q2 | $6.53M | Sell |
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|
2021
Q1 | $6.31M | Hold |
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|
2020
Q4 | $5.79M | Sell |
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|
2020
Q3 | $5.78M | Hold |
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|
2020
Q2 | $5.07M | Sell |
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|
2020
Q1 | $5.3M | Sell |
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|
2019
Q4 | $6.26M | Sell |
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|
2019
Q3 | $6.59M | Buy |
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|
2019
Q2 | $6.05M | Hold |
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|
2019
Q1 | $6.17M | Hold |
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|
2018
Q4 | $5.92M | Sell |
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|
2018
Q3 | $5.51M | Sell |
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|
2018
Q2 | $5.48M | Buy |
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|
2018
Q1 | $5.35M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $5.33M | Buy |
|