Edgewood 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 | $744K | Hold |
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|
2025
Q1 | $769K | Hold |
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|
2024
Q4 | $679K | Hold |
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|
2024
Q3 | $727K | Hold |
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|
2024
Q2 | $632K | Hold |
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|
2024
Q1 | $609K | Sell |
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|
2023
Q4 | $660K | Hold |
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|
2023
Q3 | $600K | Hold |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $527K | Hold |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $509K | Hold |
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|
2022
Q2 | $586K | Hold |
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|
2022
Q1 | $611K | Hold |
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|
2021
Q4 | $574K | Sell |
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|
2021
Q3 | $550K | Hold |
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|
2021
Q2 | $556K | Hold |
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|
2021
Q1 | $544K | Hold |
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|
2020
Q4 | $516K | Hold |
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|
2020
Q3 | $499K | Sell |
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|
2020
Q2 | $616K | Hold |
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|
2020
Q1 | $623K | Sell |
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|
2019
Q4 | $706K | Buy |
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|
2019
Q3 | $208K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $204K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $226K | Hold |
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|
2014
Q4 | $246K | Hold |
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|
2014
Q3 | $220K | Hold |
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|
2014
Q2 | $218K | Hold |
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|
2014
Q1 | $210K | Hold |
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|
2013
Q4 | $203K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $446K | Buy |
|