Crestwood Advisors Group’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 | $756K | Buy |
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|
2025
Q1 | $659K | Buy |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $588K | Sell |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $552K | Sell |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $793K | Buy |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $666K | Buy |
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|
2022
Q2 | $678K | Sell |
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|
2022
Q1 | $988K | Sell |
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|
2021
Q4 | $946K | Buy |
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|
2021
Q3 | $877K | Buy |
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|
2021
Q2 | $871K | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $639K | Buy |
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|
2020
Q3 | $540K | Sell |
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|
2020
Q2 | $488K | Sell |
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $606K | Buy |
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|
2019
Q3 | $624K | Buy |
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|
2019
Q2 | $514K | Buy |
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|
2019
Q1 | $400K | Sell |
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|
2018
Q4 | $387K | Buy |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $290K | Sell |
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|
2018
Q1 | $288K | Sell |
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|
2017
Q4 | $316K | Sell |
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|
2017
Q3 | $336K | Buy |
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|
2017
Q2 | $334K | Hold |
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|
2017
Q1 | $324K | Sell |
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|
2016
Q4 | $319K | Hold |
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|
2016
Q3 | $329K | Hold |
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|
2016
Q2 | $353K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $209K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $207K | Sell |
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|
2013
Q3 | $238K | Buy |
|