Beese Fulmer Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $507K | Hold |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $487K | Sell |
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|
2022
Q4 | $522K | Hold |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $566K | Sell |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $567K | Hold |
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|
2021
Q2 | $574K | Sell |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $516K | Buy |
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|
2020
Q3 | $475K | Buy |
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|
2020
Q2 | $400K | Hold |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $432K | Buy |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $239K | Hold |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $219K | Hold |
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|
2018
Q1 | $215K | Sell |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $242K | Hold |
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $224K | Hold |
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|
2016
Q3 | $231K | Buy |
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|
2016
Q2 | $215K | Hold |
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|
2016
Q1 | $200K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $200K | Buy |
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