Douglas Lane & Associates’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 | $517K | Sell |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $515K | Buy |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $310K | Buy |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $408K | Buy |
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|
2019
Q2 | $225K | Buy |
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