Carl P. Sherr & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $342K | Hold |
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|
2025
Q4 | $317K | Sell |
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|
2025
Q3 | $342K | Buy |
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|
2025
Q2 | $321K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $264K | Hold |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $430K | Hold |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $405K | Sell |
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|
2021
Q1 | $407K | Hold |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $378K | Hold |
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|
2020
Q2 | $341K | Hold |
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|
2020
Q1 | $345K | Hold |
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|
2019
Q4 | $390K | Buy |
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