Cypress 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 | $225K | Hold |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $458K | Hold |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $448K | Sell |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $429K | Buy |
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|
2021
Q1 | $416K | Sell |
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|
2020
Q4 | $400K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $374K | Sell |
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|
2018
Q1 | $389K | Sell |
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|
2017
Q4 | $897K | Buy |
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|
2017
Q3 | $876K | Sell |
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|
2017
Q2 | $968K | Sell |
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|
2017
Q1 | $984K | Sell |
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|
2016
Q4 | $987K | Sell |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $881K | Buy |
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|
2015
Q4 | $750K | Sell |
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|
2015
Q3 | $761K | Hold |
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|
2015
Q2 | $747K | Sell |
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|
2015
Q1 | $996K | Sell |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $923K | Sell |
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|
2014
Q2 | $941K | Sell |
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|
2014
Q1 | $1.02M | Sell |
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|
2013
Q4 | $1.03M | Buy |
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|
2013
Q3 | $747K | Sell |
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|
2013
Q2 | $767K | Buy |
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