Edmond de Rothschild Holding’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 | $78.7K | Hold |
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|
2025
Q1 | $81.4K | Hold |
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|
2024
Q4 | $71.9K | Hold |
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|
2024
Q3 | $76.9K | Hold |
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|
2024
Q2 | $66.9K | Hold |
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|
2024
Q1 | $64.5K | Hold |
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|
2023
Q4 | $64.7K | Hold |
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|
2023
Q3 | $58.9K | Hold |
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|
2023
Q2 | $59.9K | Hold |
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|
2023
Q1 | $64.3K | Hold |
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|
2022
Q4 | $68.7K | Hold |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $74K | Hold |
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|
2021
Q4 | $70K | Hold |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $54K | Hold |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $60K | Sell |
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|
2018
Q4 | $171K | Hold |
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|
2018
Q3 | $158K | Sell |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | $298K | Sell |
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|
2017
Q4 | $367K | Hold |
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|
2017
Q3 | $367K | Buy |
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|
2017
Q2 | $165K | Hold |
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|
2017
Q1 | $162K | Hold |
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|
2016
Q4 | $153K | Buy |
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|
2016
Q3 | $105K | Hold |
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|
2016
Q2 | $112K | Hold |
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|
2016
Q1 | $105K | Hold |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $94K | Hold |
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|
2015
Q2 | $92K | Buy |
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