Cerity Partners’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 | $44M | Buy |
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|
2025
Q2 | $40.2M | Buy |
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|
2025
Q1 | $40.2M | Buy |
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|
2024
Q4 | $32.5M | Buy |
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|
2024
Q3 | $32.1M | Buy |
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|
2024
Q2 | $25.8M | Sell |
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|
2024
Q1 | $26.1M | Buy |
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|
2023
Q4 | $22.5M | Buy |
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|
2023
Q3 | $18.5M | Sell |
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|
2023
Q2 | $20M | Buy |
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|
2023
Q1 | $19.4M | Buy |
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|
2022
Q4 | $20.6M | Buy |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $789K | Sell |
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|
2021
Q2 | $989K | Sell |
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|
2021
Q1 | $998K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $972K | Buy |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $5.68M | Sell |
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|
2019
Q4 | $6.59M | Sell |
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|
2019
Q3 | $7.06M | Sell |
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|
2019
Q2 | $7.26M | Buy |
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|
2019
Q1 | $996K | Buy |
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|
2018
Q4 | $592K | Buy |
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|
2018
Q3 | $402K | Buy |
|
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|
2018
Q2 | $383K | Sell |
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|
2018
Q1 | $707K | Sell |
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|
2017
Q4 | $823K | Buy |
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|
2017
Q3 | $804K | Buy |
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|
2017
Q2 | $772K | Buy |
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|
2017
Q1 | $708K | Buy |
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