D.J. St. Germain’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
Q3 | $525K | Sell |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $498K | Buy |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2022
Q4 | $19.1K | Buy |
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|
2022
Q3 | $422K | Hold |
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|
2022
Q2 | $422K | Buy |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $490K | Sell |
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|
2020
Q4 | $500K | Hold |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $441K | Sell |
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|
2019
Q4 | $591K | Buy |
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|
2019
Q3 | $427K | Buy |
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|
2019
Q2 | $376K | Sell |
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|
2019
Q1 | $392K | Hold |
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|
2018
Q4 | $376K | Sell |
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|
2018
Q3 | $365K | Buy |
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|
2018
Q2 | $298K | Buy |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $478K | Buy |
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|
2017
Q2 | $389K | Buy |
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|
2017
Q1 | $302K | Sell |
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|
2016
Q4 | $295K | Hold |
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|
2016
Q3 | $304K | Sell |
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|
2016
Q2 | $394K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $201K | Buy |
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