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Eagle Ridge Investment Management’s Duke Energy DUK Stock Holding History

Eagle Ridge Investment Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,201
Closed -$212K – 154
2023
Q1 		$212K Buy
+2,201
New +$217K 0.02% 152
2019
Q4 		– Sell
-2,145
Closed -$206K – 161
2019
Q3 		$206K Sell
2,145
-131
-6% -$11.9K 0.03% 146
2019
Q2 		$201K Sell
2,276
-283
-11% -$25K 0.03% 153
2019
Q1 		$230K Hold
2,559
– – 0.03% 145
2018
Q4 		$221K Sell
2,559
-159
-6% -$13.5K 0.04% 143
2018
Q3 		$217K Hold
2,718
– – 0.03% 163
2018
Q2 		$215K Hold
2,718
– – 0.03% 160
2018
Q1 		$211K Hold
2,718
– – 0.03% 170
2017
Q4 		$229K Sell
2,718
-55
-2% -$4.8K 0.04% 161
2017
Q3 		$233K Buy
2,773
+36
+1% +$3.08K 0.04% 156
2017
Q2 		$229K Sell
2,737
-52
-2% -$4.37K 0.04% 120
2017
Q1 		$229K Sell
2,789
-164
-6% -$13K 0.04% 125
2016
Q4 		$229K Sell
2,953
-233
-7% -$17.8K 0.05% 130
2016
Q3 		$255K Sell
3,186
-186
-6% -$15.4K 0.06% 117
2016
Q2 		$289K Sell
3,372
-200
-6% -$16K 0.07% 106
2016
Q1 		$288K Sell
3,572
-360
-9% -$27.2K 0.07% 105
2015
Q4 		$281K Buy
3,932
+300
+8% +$21.1K 0.07% 104
2015
Q3 		$261K Buy
+3,632
New +$263K 0.07% 101

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