D.A. Davidson & Co’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 | $27.7M | Buy |
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|
2025
Q1 | $28.6M | Buy |
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|
2024
Q4 | $24.7M | Buy |
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|
2024
Q3 | $25.2M | Buy |
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|
2024
Q2 | $21.7M | Buy |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $13.8M | Buy |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $9.31M | Buy |
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|
2022
Q4 | $9.22M | Buy |
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|
2022
Q3 | $8.1M | Buy |
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|
2022
Q2 | $9.26M | Buy |
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|
2022
Q1 | $9.43M | Buy |
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|
2021
Q4 | $8.74M | Sell |
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|
2021
Q3 | $8.28M | Sell |
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|
2021
Q2 | $8.83M | Sell |
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|
2021
Q1 | $8.71M | Buy |
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|
2020
Q4 | $5.92M | Buy |
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|
2020
Q3 | $5.63M | Buy |
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|
2020
Q2 | $4.89M | Sell |
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|
2020
Q1 | $8.84M | Buy |
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|
2019
Q4 | $9.23M | Buy |
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|
2019
Q3 | $8.7M | Sell |
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|
2019
Q2 | $8.21M | Sell |
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|
2019
Q1 | $8.64M | Buy |
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|
2018
Q4 | $8.3M | Buy |
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|
2018
Q3 | $7.51M | Sell |
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|
2018
Q2 | $7.69M | Buy |
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|
2018
Q1 | $7.37M | Buy |
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|
2017
Q4 | $6.92M | Buy |
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|
2017
Q3 | $6.41M | Buy |
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|
2017
Q2 | $6.3M | Buy |
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|
2017
Q1 | $5.4M | Sell |
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|
2016
Q4 | $5.12M | Buy |
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|
2016
Q3 | $4.72M | Buy |
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|
2016
Q2 | $3.5M | Buy |
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|
2016
Q1 | $3.09M | Buy |
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|
2015
Q4 | $2.7M | Buy |
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|
2015
Q3 | $2.63M | Sell |
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|
2015
Q2 | $2.69M | Buy |
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|
2015
Q1 | $2.86M | Sell |
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|
2014
Q4 | $3.33M | Buy |
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|
2014
Q3 | $2.75M | Buy |
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|
2014
Q2 | $2.72M | Buy |
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|
2014
Q1 | $2.42M | Sell |
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|
2013
Q4 | $2.45M | Buy |
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|
2013
Q3 | $2.31M | Buy |
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|
2013
Q2 | $2.19M | Buy |
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