Charles Schwab’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 | $1.1B | Buy |
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|
2025
Q2 | $1.03B | Buy |
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|
2025
Q1 | $1.06B | Buy |
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|
2024
Q4 | $923M | Buy |
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|
2024
Q3 | $972M | Sell |
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|
2024
Q2 | $861M | Sell |
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|
2024
Q1 | $802M | Buy |
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|
2023
Q4 | $800M | Buy |
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|
2023
Q3 | $656M | Buy |
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|
2023
Q2 | $659M | Buy |
|
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|
2023
Q1 | $706M | Buy |
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|
2022
Q4 | $752M | Buy |
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|
2022
Q3 | $688M | Buy |
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|
2022
Q2 | $780M | Sell |
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|
2022
Q1 | $818M | Buy |
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|
2021
Q4 | $750M | Buy |
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|
2021
Q3 | $624M | Buy |
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|
2021
Q2 | $604M | Buy |
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|
2021
Q1 | $425M | Buy |
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|
2020
Q4 | $309M | Buy |
|
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|
2020
Q3 | $291M | Sell |
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|
2020
Q2 | $273M | Sell |
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|
2020
Q1 | $277M | Buy |
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|
2019
Q4 | $308M | Buy |
|
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|
2019
Q3 | $317M | Buy |
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|
2019
Q2 | $291M | Buy |
|
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|
2019
Q1 | $289M | Buy |
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|
2018
Q4 | $261M | Buy |
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|
2018
Q3 | $234M | Buy |
|
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|
2018
Q2 | $218M | Buy |
|
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|
2018
Q1 | $207M | Buy |
|
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|
2017
Q4 | $214M | Buy |
|
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|
2017
Q3 | $205M | Buy |
|
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|
2017
Q2 | $197M | Buy |
|
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|
2017
Q1 | $183M | Buy |
|
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|
2016
Q4 | $163M | Buy |
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|
2016
Q3 | $162M | Buy |
|
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|
2016
Q2 | $171M | Buy |
|
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|
2016
Q1 | $156M | Buy |
|
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|
2015
Q4 | $134M | Buy |
|
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|
2015
Q3 | $130M | Sell |
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|
2015
Q2 | $128M | Buy |
|
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|
2015
Q1 | $136M | Buy |
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|
2014
Q4 | $140M | Buy |
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|
2014
Q3 | $121M | Buy |
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|
2014
Q2 | $116M | Buy |
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|
2014
Q1 | $109M | Buy |
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|
2013
Q4 | $101M | Buy |
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|
2013
Q3 | $95.4M | Buy |
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|
2013
Q2 | $92M | Buy |
|