Doheny 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 | $537K | Hold |
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|
2025
Q1 | $555K | Hold |
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|
2024
Q4 | $491K | Sell |
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|
2024
Q3 | $812K | Hold |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $696K | Hold |
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|
2023
Q2 | $708K | Sell |
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|
2023
Q1 | $770K | Buy |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $743K | Buy |
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|
2022
Q1 | $936K | Sell |
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|
2021
Q4 | $894K | Sell |
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|
2021
Q3 | $870K | Hold |
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|
2021
Q2 | $880K | Hold |
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|
2021
Q1 | $861K | Sell |
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|
2020
Q4 | $853K | Hold |
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|
2020
Q3 | $825K | Sell |
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|
2020
Q2 | $805K | Buy |
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|
2020
Q1 | $828K | Hold |
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|
2019
Q4 | $828K | Hold |
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|
2019
Q3 | $870K | Sell |
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|
2019
Q2 | $833K | Sell |
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|
2019
Q1 | $874K | Hold |
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|
2018
Q4 | $838K | Sell |
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|
2018
Q3 | $845K | Hold |
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|
2018
Q2 | $836K | Sell |
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|
2018
Q1 | $844K | Sell |
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|
2017
Q4 | $1.22M | Hold |
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|
2017
Q3 | $1.21M | Hold |
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|
2017
Q2 | $1.21M | Sell |
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|
2017
Q1 | $1.23M | Hold |
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|
2016
Q4 | $1.16M | Buy |
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|
2016
Q3 | $1.18M | Hold |
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|
2016
Q2 | $1.27M | Hold |
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|
2016
Q1 | $1.19M | Hold |
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|
2015
Q4 | $1.05M | Sell |
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|
2015
Q3 | $1.17M | Sell |
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|
2015
Q2 | $1.15M | Hold |
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|
2015
Q1 | $1.25M | Sell |
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|
2014
Q4 | $1.39M | Hold |
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|
2014
Q3 | $1.24M | Sell |
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|
2014
Q2 | $1.3M | Sell |
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|
2014
Q1 | $1.3M | Sell |
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|
2013
Q4 | $1.32M | Sell |
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|
2013
Q3 | $1.33M | Sell |
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|
2013
Q2 | $2.03M | Buy |
|