Cadinha & Co’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 | $17.8M | Buy |
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|
2025
Q2 | $16M | Buy |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $366K | Hold |
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|
2019
Q3 | $384K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $272K | Sell |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $719K | Sell |
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|
2017
Q3 | $970K | Hold |
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|
2017
Q2 | $966K | Sell |
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|
2017
Q1 | $950K | Buy |
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|
2016
Q4 | $822K | Hold |
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|
2016
Q3 | $848K | Sell |
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|
2016
Q2 | $917K | Hold |
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|
2016
Q1 | $862K | Hold |
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|
2015
Q4 | $763K | Hold |
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|
2015
Q3 | $769K | Buy |
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|
2015
Q2 | $663K | Buy |
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|
2015
Q1 | $706K | Buy |
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|
2014
Q4 | $599K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $556K | Buy |
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|
2013
Q4 | $470K | Buy |
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