Cresset 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
Q2 | $1.54M | Sell |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $5.94M | Buy |
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|
2024
Q2 | $4.84M | Buy |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $3.24M | Sell |
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|
2023
Q3 | $3.05M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $624K | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $953K | Buy |
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|
2021
Q1 | $871K | Buy |
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|
2020
Q4 | $734K | Sell |
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|
2020
Q3 | $718K | Sell |
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|
2020
Q2 | $734K | Sell |
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|
2020
Q1 | $779K | Sell |
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|
2019
Q4 | $922K | Buy |
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|
2019
Q3 | $618K | Buy |
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|
2019
Q2 | $511K | Buy |
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|
2019
Q1 | $233K | Buy |
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|
2018
Q4 | $69K | Buy |
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