Cozad Asset 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
Q3 | $299K | Hold |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $157K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $206K | Buy |
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