Donaldson Capital 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 | $1.88M | Sell |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $3.81M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.33M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $822K | Buy |
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|
2019
Q1 | $740K | Sell |
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|
2018
Q4 | $719K | Sell |
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|
2018
Q3 | $670K | Sell |
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|
2018
Q2 | $670K | Buy |
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|
2018
Q1 | $649K | Sell |
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|
2017
Q4 | $714K | Buy |
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|
2017
Q3 | $688K | Sell |
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|
2017
Q2 | $720K | Buy |
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|
2017
Q1 | $690K | Buy |
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|
2016
Q4 | $394K | Sell |
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|
2016
Q3 | $406K | Buy |
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|
2016
Q2 | $315K | Buy |
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|
2016
Q1 | $283K | Hold |
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|
2015
Q4 | $251K | Sell |
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|
2015
Q3 | $268K | Sell |
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|
2015
Q2 | $404K | Sell |
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|
2015
Q1 | $456K | Buy |
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|
2014
Q4 | $403K | Buy |
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|
2014
Q3 | $248K | Hold |
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|
2014
Q2 | $246K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $214K | Sell |
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|
2013
Q3 | $271K | Sell |
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|
2013
Q2 | $284K | Buy |
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