Clarkston Capital Partners’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.38M	Hold	20,210	–	–	0.05%	84
2025 Q1	$2.47M	Sell	20,210 -20	-0.1%	-$2.44K	0.05%	77
2024 Q4	$2.18M	Buy	20,230 +20	+0.1%	+$2.16K	0.04%	77
2024 Q3	$2.33M	Hold	20,210	–	–	0.04%	73
2024 Q2	$2.03M	Hold	20,210	–	–	0.04%	77
2024 Q1	$1.95M	Hold	20,210	–	–	0.03%	78
2023 Q4	$1.96M	Hold	20,210	–	–	0.04%	72
2023 Q3	$1.78M	Hold	20,210	–	–	0.04%	73
2023 Q2	$1.81M	Hold	20,210	–	–	0.03%	73
2023 Q1	$1.95M	Sell	20,210 -203	-1%	-$19.6K	0.04%	70
2022 Q4	$2.1M	Buy	20,413 +203	+1%	+$20.9K	0.04%	69
2022 Q3	$1.88M	Hold	20,210	–	–	0.04%	72
2022 Q2	$2.17M	Hold	20,210	–	–	0.04%	66
2022 Q1	$2.26M	Hold	20,210	–	–	0.04%	67
2021 Q4	$2.12M	Buy	+20,210	New	+$2.12M	0.04%	65
2017 Q1	–	Sell	-20,267	Closed	-$1.57M	–	105
2016 Q4	$1.57M	Buy	20,267 +267	+1%	+$20.7K	0.07%	61
2016 Q3	$1.6M	Sell	20,000 -1,000	-5%	-$80.1K	0.08%	60
2016 Q2	$1.8M	Sell	21,000 -4,000	-16%	-$343K	0.09%	60
2016 Q1	$2.02M	Hold	25,000	–	–	0.11%	62
2015 Q4	$1.79M	Buy	25,000 +2,000	+9%	+$143K	0.12%	62
2015 Q3	$1.66M	Hold	23,000	–	–	0.15%	67
2015 Q2	$1.62M	Hold	23,000	–	–	0.17%	72
2015 Q1	$1.77M	Sell	23,000 -3,000	-12%	-$230K	0.2%	72
2014 Q4	$2.17M	Sell	26,000 -700	-3%	-$58.5K	0.33%	67
2014 Q3	$2M	Sell	26,700 -200	-0.7%	-$15K	0.34%	67
2014 Q2	$2M	Hold	26,900	–	–	0.37%	66
2014 Q1	$1.92M	Buy	26,900 +23,000	+590%	+$1.64M	0.38%	67
2013 Q4	$269K	Hold	3,900	–	–	0.1%	97
2013 Q3	$260K	Buy	3,900 +900	+30%	+$60K	0.13%	85
2013 Q2	$203K	Buy	+3,000	New	+$203K	0.11%	93