BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $787K | Buy |
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|
2022
Q1 | $804K | Sell |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $812K | Hold |
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|
2021
Q2 | $821K | Hold |
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|
2021
Q1 | $803K | Sell |
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|
2020
Q4 | $769K | Sell |
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|
2020
Q3 | $779K | Buy |
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|
2020
Q2 | $631K | Sell |
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|
2020
Q1 | $703K | Sell |
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|
2019
Q4 | $806K | Hold |
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|
2019
Q3 | $847K | Sell |
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|
2019
Q2 | $796K | Buy |
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|
2019
Q1 | $763K | Sell |
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|
2018
Q4 | $972K | Sell |
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|
2018
Q3 | $973K | Hold |
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|
2018
Q2 | $961K | Sell |
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|
2018
Q1 | $973K | Hold |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $1.08M | Sell |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $1.25M | Hold |
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|
2016
Q3 | $1.25M | Sell |
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|
2016
Q2 | $1.46M | Sell |
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|
2016
Q1 | $1.43M | Sell |
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|
2015
Q4 | $2.48M | Buy |
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|
2015
Q3 | $2.43M | Sell |
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|
2015
Q2 | $3.02M | Sell |
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|
2015
Q1 | $3.35M | Sell |
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|
2014
Q4 | $5.18M | Sell |
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|
2014
Q3 | $6.56M | Sell |
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|
2014
Q2 | $6.51M | Buy |
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|
2014
Q1 | $6.22M | Buy |
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|
2013
Q4 | $5.94M | Buy |
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|
2013
Q3 | $5.62M | Sell |
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|
2013
Q2 | $5.82M | Buy |
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