Douglass Winthrop 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
Q3 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $290K | Hold |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $532K | Sell |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $552K | Sell |
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|
2018
Q4 | $538K | Buy |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $1.36M | Sell |
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|
2018
Q1 | $1.45M | Buy |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | $1.32M | Sell |
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|
2017
Q2 | $1.33M | Sell |
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|
2017
Q1 | $1.31M | Hold |
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|
2016
Q4 | $1.24M | Buy |
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|
2016
Q3 | $1.21M | Sell |
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|
2016
Q2 | $1.31M | Hold |
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|
2016
Q1 | $1.23M | Sell |
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|
2015
Q4 | $1.13M | Buy |
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|
2015
Q3 | $1.11M | Buy |
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|
2015
Q2 | $989K | Hold |
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|
2015
Q1 | $989K | Buy |
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|
2014
Q4 | $498K | Buy |
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|
2014
Q3 | $443K | Sell |
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|
2014
Q2 | $440K | Sell |
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|
2014
Q1 | $485K | Hold |
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|
2013
Q4 | $470K | Sell |
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|
2013
Q3 | $522K | Sell |
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|
2013
Q2 | $538K | Buy |
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