Bedel Financial Consulting’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 | $475K | Hold |
|
|||||
|
2025
Q1 | $494K | Hold |
|
|||||
|
2024
Q4 | $458K | Buy |
|
|||||
|
2024
Q3 | $461K | Sell |
|
|||||
|
2024
Q2 | $405K | Buy |
|
|||||
|
2024
Q1 | $380K | Hold |
|
|||||
|
2023
Q4 | $381K | Sell |
|
|||||
|
2023
Q3 | $424K | Hold |
|
|||||
|
2023
Q2 | $431K | Buy |
|
|||||
|
2023
Q1 | $462K | Hold |
|
|||||
|
2022
Q4 | $494K | Hold |
|
|||||
|
2022
Q3 | $442K | Sell |
|
|||||
|
2022
Q2 | $515K | Hold |
|
|||||
|
2022
Q1 | $536K | Sell |
|
|||||
|
2021
Q4 | $544K | Buy |
|
|||||
|
2021
Q3 | $501K | Sell |
|
|||||
|
2021
Q2 | $510K | Buy |
|
|||||
|
2021
Q1 | $459K | Buy |
|
|||||
|
2020
Q4 | $375K | Sell |
|
|||||
|
2020
Q3 | $397K | Hold |
|
|||||
|
2020
Q2 | $358K | Hold |
|
|||||
|
2020
Q1 | $363K | Buy |
|
|||||
|
2019
Q4 | $373K | Hold |
|
|||||
|
2019
Q3 | $392K | Hold |
|
|||||
|
2019
Q2 | $361K | Sell |
|
|||||
|
2019
Q1 | $383K | Sell |
|
|||||
|
2018
Q4 | $382K | Sell |
|
|||||
|
2018
Q3 | $737K | Buy |
|
|||||
|
2018
Q2 | $350K | Hold |
|
|||||
|
2018
Q1 | $343K | Sell |
|
|||||
|
2017
Q4 | $381K | Buy |
|