Clifford Swan Investment Counsel’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 | $649K | Sell |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $645K | Hold |
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|
2024
Q3 | $691K | Buy |
|
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|
2024
Q2 | $590K | Hold |
|
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|
2024
Q1 | $570K | Sell |
|
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|
2023
Q4 | $576K | Sell |
|
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|
2023
Q3 | $525K | Buy |
|
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $605K | Sell |
|
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|
2022
Q4 | $647K | Sell |
|
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|
2022
Q3 | $769K | Sell |
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|
2022
Q2 | $908K | Buy |
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|
2022
Q1 | $920K | Sell |
|
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|
2021
Q4 | $875K | Buy |
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|
2021
Q3 | $844K | Hold |
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|
2021
Q2 | $881K | Hold |
|
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|
2021
Q1 | $797K | Hold |
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|
2020
Q4 | $756K | Buy |
|
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|
2020
Q3 | $723K | Hold |
|
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|
2020
Q2 | $652K | Sell |
|
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|
2020
Q1 | $666K | Hold |
|
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|
2019
Q4 | $751K | Buy |
|
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|
2019
Q3 | $721K | Sell |
|
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|
2019
Q2 | $682K | Sell |
|
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|
2019
Q1 | $714K | Sell |
|
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|
2018
Q4 | $700K | Sell |
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|
2018
Q3 | $655K | Sell |
|
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|
2018
Q2 | $667K | Buy |
|
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|
2018
Q1 | $653K | Sell |
|
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|
2017
Q4 | $740K | Buy |
|
|||||
|
2017
Q3 | $738K | Buy |
|
|||||
|
2017
Q2 | $735K | Sell |
|
|||||
|
2017
Q1 | $734K | Buy |
|
|||||
|
2016
Q4 | $634K | Sell |
|
|||||
|
2016
Q3 | $657K | Sell |
|
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|
2016
Q2 | $712K | Hold |
|
|||||
|
2016
Q1 | $670K | Sell |
|
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|
2015
Q4 | $598K | Sell |
|
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|
2015
Q3 | $609K | Sell |
|
|||||
|
2015
Q2 | $607K | Sell |
|
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|
2015
Q1 | $678K | Buy |
|
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|
2014
Q4 | $699K | Sell |
|
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|
2014
Q3 | $666K | Sell |
|
|||||
|
2014
Q2 | $675K | Hold |
|
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|
2014
Q1 | $648K | Buy |
|
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|
2013
Q4 | $501K | Sell |
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|
2013
Q3 | $512K | Sell |
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|
2013
Q2 | $589K | Buy |
|