CCM Investment Advisers’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
$12.4M Buy
2025
Q2
$11.6M Buy
2025
Q1
$11.9M Buy
2024
Q4
$9.01M Buy
2024
Q3
$7.75M Buy
2024
Q2
$2.04M Sell
2024
Q1
$1.98M Sell
2023
Q4
$2.15M Buy
2018
Q3
Sell
2018
Q2
$1.06M Sell
2018
Q1
$3.98M Sell
2017
Q4
$4.74M Sell
2017
Q3
$4.97M Sell
2017
Q2
$5.01M Buy
2014
Q4
Sell
2014
Q3
$292K Buy
2014
Q2
$271K Sell
2014
Q1
$2.69M Sell
2013
Q4
$4.62M Sell
2013
Q3
$6.14M Sell
2013
Q2
$9.83M Buy