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