CIM Investment Management’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 | $734K | Buy |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $332K | Hold |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $487K | Sell |
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|
2018
Q2 | $481K | Sell |
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|
2018
Q1 | $486K | Sell |
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|
2017
Q4 | $542K | Sell |
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|
2017
Q3 | $549K | Sell |
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|
2017
Q2 | $578K | Sell |
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|
2017
Q1 | $577K | Sell |
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|
2016
Q4 | $601K | Buy |
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|
2016
Q3 | $612K | Sell |
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|
2016
Q2 | $710K | Sell |
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|
2016
Q1 | $698K | Sell |
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|
2015
Q4 | $727K | Hold |
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|
2015
Q3 | $733K | Hold |
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|
2015
Q2 | $719K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $868K | Buy |
|