Bridges 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
Q3 | $699K | Sell |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $666K | Buy |
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|
2024
Q3 | $659K | Buy |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $235K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $311K | Hold |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $325K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $301K | Sell |
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|
2020
Q2 | $276K | Hold |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $643K | Hold |
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|
2019
Q2 | $592K | Buy |
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|
2019
Q1 | $490K | Buy |
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|
2018
Q4 | $359K | Hold |
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|
2018
Q3 | $332K | Sell |
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|
2018
Q2 | $331K | Buy |
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|
2018
Q1 | $310K | Buy |
|