Chelsea Counsel Company’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
Q2 | $319K | Hold |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $311K | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $189K | Hold |
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|
2023
Q4 | $189K | Hold |
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|
2023
Q3 | $172K | Hold |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $247K | Sell |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $220K | Hold |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $250K | Buy |
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|
2019
Q1 | $232K | Hold |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $246K | Sell |
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|
2017
Q4 | $276K | Sell |
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|
2017
Q3 | $306K | Sell |
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|
2017
Q2 | $358K | Hold |
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|
2017
Q1 | $352K | Hold |
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|
2016
Q4 | $333K | Sell |
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|
2016
Q3 | $503K | Buy |
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|
2016
Q2 | $536K | Hold |
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|
2016
Q1 | $504K | Hold |
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|
2015
Q4 | $446K | Sell |
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|
2015
Q3 | $463K | Sell |
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|
2015
Q2 | $459K | Hold |
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|
2015
Q1 | $499K | Sell |
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|
2014
Q4 | $551K | Sell |
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|
2014
Q3 | $501K | Sell |
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|
2014
Q2 | $517K | Sell |
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|
2014
Q1 | $2.89M | Sell |
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|
2013
Q4 | $10.9M | Sell |
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|
2013
Q3 | $16.5M | Buy |
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|
2013
Q2 | $10.9M | Buy |
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