Dimensional Fund Advisors’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 | $230M | Buy |
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|
2025
Q1 | $237M | Buy |
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|
2024
Q4 | $204M | Buy |
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|
2024
Q3 | $212M | Buy |
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|
2024
Q2 | $182M | Buy |
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|
2024
Q1 | $152M | Buy |
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|
2023
Q4 | $152M | Buy |
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|
2023
Q3 | $136M | Buy |
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|
2023
Q2 | $135M | Buy |
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|
2023
Q1 | $140M | Buy |
|
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $132M | Sell |
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|
2022
Q2 | $152M | Sell |
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|
2022
Q1 | $162M | Buy |
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|
2021
Q4 | $145M | Sell |
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|
2021
Q3 | $135M | Sell |
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|
2021
Q2 | $139M | Sell |
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|
2021
Q1 | $138M | Sell |
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|
2020
Q4 | $132M | Buy |
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|
2020
Q3 | $127M | Buy |
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|
2020
Q2 | $111M | Buy |
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|
2020
Q1 | $111M | Buy |
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|
2019
Q4 | $125M | Buy |
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|
2019
Q3 | $131M | Sell |
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|
2019
Q2 | $121M | Buy |
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|
2019
Q1 | $122M | Buy |
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|
2018
Q4 | $113M | Buy |
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|
2018
Q3 | $101M | Buy |
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|
2018
Q2 | $99M | Buy |
|
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|
2018
Q1 | $95.9M | Buy |
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|
2017
Q4 | $104M | Buy |
|
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|
2017
Q3 | $103M | Buy |
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|
2017
Q2 | $103M | Buy |
|
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|
2017
Q1 | $98.7M | Buy |
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|
2016
Q4 | $90M | Buy |
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|
2016
Q3 | $91.1M | Buy |
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|
2016
Q2 | $94.1M | Buy |
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|
2016
Q1 | $87.4M | Buy |
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|
2015
Q4 | $71.9M | Buy |
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|
2015
Q3 | $67.9M | Buy |
|
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|
2015
Q2 | $65.8M | Buy |
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|
2015
Q1 | $66.2M | Buy |
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|
2014
Q4 | $69.1M | Buy |
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|
2014
Q3 | $55M | Sell |
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|
2014
Q2 | $56.6M | Buy |
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|
2014
Q1 | $53.2M | Buy |
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|
2013
Q4 | $50.9M | Buy |
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|
2013
Q3 | $47.3M | Buy |
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|
2013
Q2 | $47M | Buy |
|