Envestnet Asset 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 | $312M | Buy |
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|
2025
Q1 | $321M | Buy |
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|
2024
Q4 | $259M | Buy |
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|
2024
Q3 | $248M | Sell |
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|
2024
Q2 | $248M | Buy |
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|
2024
Q1 | $235M | Buy |
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|
2023
Q4 | $228M | Buy |
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|
2023
Q3 | $200M | Buy |
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|
2023
Q2 | $163M | Buy |
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|
2023
Q1 | $157M | Buy |
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|
2022
Q4 | $157M | Buy |
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|
2022
Q3 | $127M | Buy |
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|
2022
Q2 | $136M | Buy |
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|
2022
Q1 | $129M | Buy |
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|
2021
Q4 | $117M | Buy |
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|
2021
Q3 | $109M | Buy |
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|
2021
Q2 | $105M | Buy |
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|
2021
Q1 | $95.2M | Buy |
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|
2020
Q4 | $75.2M | Sell |
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|
2020
Q3 | $73.8M | Sell |
|
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|
2020
Q2 | $74.7M | Buy |
|
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|
2020
Q1 | $70.5M | Buy |
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|
2019
Q4 | $66.9M | Buy |
|
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|
2019
Q3 | $69.8M | Buy |
|
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|
2019
Q2 | $61.2M | Buy |
|
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|
2019
Q1 | $58.8M | Sell |
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|
2018
Q4 | $58.3M | Buy |
|
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $9.19M | Buy |
|
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|
2018
Q1 | $8.34M | Sell |
|
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|
2017
Q4 | $18.2M | Buy |
|
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|
2017
Q3 | $14.6M | Sell |
|
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|
2017
Q2 | $19.1M | Buy |
|
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|
2017
Q1 | $18.7M | Sell |
|
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|
2016
Q4 | $17.7M | Buy |
|
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|
2016
Q3 | $15.9M | Buy |
|
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|
2016
Q2 | $16.9M | Sell |
|
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|
2016
Q1 | $16.1M | Sell |
|
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|
2015
Q4 | $14.3M | Sell |
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|
2015
Q3 | $15M | Sell |
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|
2015
Q2 | $16M | Sell |
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|
2015
Q1 | $18.2M | Buy |
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|
2014
Q4 | $2.79M | Sell |
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|
2014
Q3 | $2.69M | Sell |
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|
2014
Q2 | $2.71M | Sell |
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|
2014
Q1 | $2.73M | Sell |
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|
2013
Q4 | $2.95M | Buy |
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|
2013
Q3 | $2.65M | Buy |
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|
2013
Q2 | $2.15M | Buy |
|