Edgestream Partners’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 | $9.29M | Buy |
|
|||||
|
2025
Q1 | $7.29M | Buy |
|
|||||
|
2024
Q4 | $350K | Sell |
|
|||||
|
2024
Q3 | $5.58M | Buy |
|
|||||
|
2024
Q2 | $2.15M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $312K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $507K | Buy |
|
|||||
|
2021
Q4 | $317K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $472K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $262K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $280K | Sell |
|
|||||
|
2019
Q2 | $3.36M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1.75M | Buy |
|
|||||
|
2018
Q2 | $1.59M | Sell |
|
|||||
|
2018
Q1 | $2.01M | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $320K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $271K | Buy |
|