Beaton Management Company’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 | $374K | Hold |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $284K | Buy |
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|
2020
Q3 | $274K | Buy |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $287K | Buy |
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|
2019
Q3 | $301K | Buy |
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|
2019
Q2 | $261K | Buy |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | $255K | Sell |
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|
2018
Q3 | $237K | Buy |
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|
2018
Q2 | $234K | Buy |
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|
2018
Q1 | $207K | Sell |
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|
2017
Q4 | $236K | Buy |
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|
2017
Q3 | $235K | Buy |
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|
2017
Q2 | $234K | Buy |
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