Birch Hill Investment 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
Q3 | $976K | Hold |
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|
2025
Q2 | $931K | Hold |
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|
2025
Q1 | $962K | Hold |
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|
2024
Q4 | $850K | Hold |
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|
2024
Q3 | $909K | Hold |
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|
2024
Q2 | $791K | Hold |
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|
2024
Q1 | $763K | Hold |
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|
2023
Q4 | $765K | Hold |
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|
2023
Q3 | $696K | Hold |
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|
2023
Q2 | $708K | Hold |
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|
2023
Q1 | $761K | Hold |
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|
2022
Q4 | $812K | Hold |
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|
2022
Q3 | $734K | Hold |
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|
2022
Q2 | $846K | Hold |
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|
2022
Q1 | $881K | Hold |
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|
2021
Q4 | $827K | Hold |
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|
2021
Q3 | $770K | Hold |
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|
2021
Q2 | $779K | Hold |
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|
2021
Q1 | $761K | Hold |
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|
2020
Q4 | $722K | Hold |
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|
2020
Q3 | $699K | Hold |
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|
2020
Q2 | $630K | Hold |
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|
2020
Q1 | $638K | Hold |
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|
2019
Q4 | $719K | Hold |
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|
2019
Q3 | $756K | Hold |
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|
2019
Q2 | $696K | Sell |
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|
2019
Q1 | $773K | Sell |
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|
2018
Q4 | $747K | Hold |
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|
2018
Q3 | $692K | Hold |
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|
2018
Q2 | $684K | Hold |
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|
2018
Q1 | $670K | Sell |
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|
2017
Q4 | $789K | Sell |
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|
2017
Q3 | $792K | Hold |
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|
2017
Q2 | $789K | Hold |
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|
2017
Q1 | $774K | Buy |
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|
2016
Q4 | $716K | Sell |
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|
2016
Q3 | $762K | Sell |
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|
2016
Q2 | $834K | Hold |
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|
2016
Q1 | $784K | Hold |
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|
2015
Q4 | $694K | Hold |
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|
2015
Q3 | $699K | Hold |
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|
2015
Q2 | $686K | Sell |
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|
2015
Q1 | $751K | Hold |
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|
2014
Q4 | $818K | Sell |
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|
2014
Q3 | $734K | Hold |
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|
2014
Q2 | $729K | Hold |
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|
2014
Q1 | $699K | Sell |
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|
2013
Q4 | $691K | Sell |
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|
2013
Q3 | $676K | Buy |
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|
2013
Q2 | $676K | Buy |
|