Bellevue 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Buy |
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|
2025
Q1 | $70.5K | Buy |
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|
2024
Q4 | $62.2K | Buy |
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|
2024
Q3 | $66.4K | Buy |
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|
2024
Q2 | $57.6K | Hold |
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|
2024
Q1 | $55.5K | Buy |
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|
2023
Q4 | $55.6K | Sell |
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|
2023
Q3 | $55.1K | Buy |
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|
2023
Q2 | $56K | Buy |
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|
2023
Q1 | $57.5K | Sell |
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|
2022
Q4 | $76.6K | Buy |
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|
2022
Q3 | $72K | Buy |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $84K | Buy |
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|
2021
Q4 | $78K | Sell |
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|
2021
Q3 | $80K | Sell |
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|
2021
Q2 | $88K | Sell |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $86K | Sell |
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|
2020
Q3 | $89K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $73K | Buy |
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