Boston Research & 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 | $5.39M | Buy |
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|
2025
Q1 | $5.43M | Sell |
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|
2024
Q4 | $4.95M | Sell |
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|
2024
Q3 | $5.32M | Buy |
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|
2024
Q2 | $4.59M | Buy |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $4.28M | Buy |
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|
2023
Q3 | $3.63M | Buy |
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|
2023
Q2 | $3.58M | Buy |
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|
2023
Q1 | $3.71M | Buy |
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|
2022
Q4 | $3.9M | Buy |
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|
2022
Q3 | $3.51M | Sell |
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|
2022
Q2 | $4.05M | Buy |
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|
2022
Q1 | $4.21M | Sell |
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|
2021
Q4 | $4.07M | Buy |
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|
2021
Q3 | $3.72M | Buy |
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|
2021
Q2 | $3.74M | Buy |
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|
2021
Q1 | $3.56M | Buy |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $2.42M | Buy |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $635K | Hold |
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|
2019
Q4 | $716K | Hold |
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|
2019
Q3 | $753K | Hold |
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|
2019
Q2 | $693K | Hold |
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|
2019
Q1 | $707K | Hold |
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|
2018
Q4 | $678K | Hold |
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|
2018
Q3 | $628K | Hold |
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|
2018
Q2 | $621K | Sell |
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|
2018
Q1 | $651K | Hold |
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|
2017
Q4 | $707K | Hold |
|
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|
2017
Q3 | $705K | Hold |
|
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|
2017
Q2 | $702K | Hold |
|
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|
2017
Q1 | $689K | Hold |
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|
2016
Q4 | $652K | Buy |
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|
2016
Q3 | $672K | Buy |
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|
2016
Q2 | $707K | Hold |
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|
2016
Q1 | $665K | Hold |
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|
2015
Q4 | $588K | Sell |
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|
2015
Q3 | $653K | Hold |
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|
2015
Q2 | $641K | Hold |
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|
2015
Q1 | $697K | Hold |
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|
2014
Q4 | $758K | Buy |
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|
2014
Q3 | $656K | Hold |
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|
2014
Q2 | $651K | Hold |
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|
2014
Q1 | $625K | Buy |
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|
2013
Q4 | $569K | Sell |
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|
2013
Q3 | $563K | Buy |
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|
2013
Q2 | $556K | Buy |
|