Ellis Investment 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
Q3 | $289K | Sell |
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|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $246K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | $95K | Buy |
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|
2021
Q4 | $88K | Buy |
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|
2021
Q3 | $82K | Buy |
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|
2021
Q2 | $82K | Buy |
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|
2021
Q1 | $80K | Buy |
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|
2020
Q4 | $76K | Buy |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $110K | Buy |
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|
2020
Q1 | $103K | Buy |
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|
2019
Q4 | $119K | Buy |
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|
2019
Q3 | $126K | Buy |
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|
2019
Q2 | $114K | Buy |
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