Chesley Taft & Associates’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 | $1.27M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $944K | Hold |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $976K | Buy |
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|
2023
Q4 | $969K | Sell |
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|
2023
Q3 | $910K | Sell |
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|
2023
Q2 | $955K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $958K | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $975K | Sell |
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|
2021
Q3 | $909K | Buy |
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|
2021
Q2 | $873K | Buy |
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|
2021
Q1 | $762K | Buy |
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|
2020
Q4 | $702K | Sell |
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|
2020
Q3 | $681K | Sell |
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|
2020
Q2 | $694K | Sell |
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|
2020
Q1 | $804K | Buy |
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|
2019
Q4 | $879K | Buy |
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|
2019
Q3 | $919K | Buy |
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|
2019
Q2 | $829K | Hold |
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|
2019
Q1 | $845K | Buy |
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|
2018
Q4 | $806K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $204K | Hold |
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|
2014
Q3 | $183K | Hold |
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|
2014
Q2 | $181K | Buy |
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|
2014
Q1 | $160K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $206K | Buy |
|