D.B. Root & Company’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 | $507K | Sell |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $491K | Sell |
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|
2024
Q3 | $538K | Sell |
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|
2024
Q2 | $657K | Sell |
|
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|
2024
Q1 | $1.1M | Sell |
|
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.13M | Buy |
|
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $972K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $970K | Buy |
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|
2021
Q2 | $980K | Buy |
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|
2021
Q1 | $958K | Sell |
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|
2020
Q4 | $910K | Sell |
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|
2020
Q3 | $955K | Sell |
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|
2020
Q2 | $875K | Buy |
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|
2020
Q1 | $875K | Buy |
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|
2019
Q4 | $914K | Sell |
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|
2019
Q3 | $1M | Buy |
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|
2019
Q2 | $899K | Sell |
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|
2019
Q1 | $984K | Sell |
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|
2018
Q4 | $975K | Sell |
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|
2018
Q3 | $923K | Buy |
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|
2018
Q2 | $887K | Buy |
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|
2018
Q1 | $858K | Buy |
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|
2017
Q4 | $773K | Buy |
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