Cobblestone Capital Advisors’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 | $718K | Buy |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $247K | Hold |
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|
2019
Q3 | $259K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $315K | Buy |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $354K | Sell |
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|
2017
Q3 | $389K | Buy |
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|
2017
Q2 | $359K | Sell |
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|
2017
Q1 | $377K | Buy |
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|
2016
Q4 | $310K | Buy |
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|
2016
Q3 | $247K | Buy |
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