Burney Company’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 | $330K | Sell |
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|
2025
Q2 | $377K | Hold |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $643K | Hold |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $690K | Sell |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $380K | Sell |
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|
2020
Q3 | $394K | Buy |
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|
2020
Q2 | $338K | Buy |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $417K | Buy |
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|
2019
Q3 | $399K | Hold |
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|
2019
Q2 | $367K | Sell |
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|
2019
Q1 | $393K | Sell |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $427K | Sell |
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|
2018
Q2 | $520K | Buy |
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|
2018
Q1 | $445K | Buy |
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|
2017
Q4 | $464K | Buy |
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|
2017
Q3 | $453K | Sell |
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|
2017
Q2 | $481K | Sell |
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|
2017
Q1 | $488K | Buy |
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|
2016
Q4 | $448K | Sell |
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|
2016
Q3 | $697K | Sell |
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|
2016
Q2 | $777K | Buy |
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|
2016
Q1 | $465K | Sell |
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|
2015
Q4 | $416K | Buy |
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|
2015
Q3 | $394K | Buy |
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|
2015
Q2 | $359K | Sell |
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|
2015
Q1 | $432K | Buy |
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|
2014
Q4 | $466K | Sell |
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|
2014
Q3 | $443K | Sell |
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|
2014
Q2 | $485K | Sell |
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|
2014
Q1 | $673K | Buy |
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|
2013
Q4 | $454K | Sell |
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|
2013
Q3 | $482K | Buy |
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|
2013
Q2 | $467K | Buy |
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