Evercore Wealth 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 | $2.93M | Sell |
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|
2025
Q1 | $3.03M | Sell |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.71M | Sell |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $3.07M | Sell |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $2.99M | Buy |
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|
2023
Q1 | $3.1M | Buy |
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|
2022
Q4 | $2.85M | Sell |
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|
2022
Q3 | $2.66M | Sell |
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|
2022
Q2 | $3.15M | Buy |
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|
2022
Q1 | $3.28M | Sell |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.93M | Sell |
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|
2021
Q1 | $3.12M | Sell |
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|
2020
Q4 | $3.17M | Buy |
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|
2020
Q3 | $2.8M | Sell |
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|
2020
Q2 | $2.6M | Buy |
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|
2020
Q1 | $2.63M | Sell |
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|
2019
Q4 | $3.05M | Sell |
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|
2019
Q3 | $3.49M | Buy |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $2.05M | Sell |
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|
2018
Q3 | $2.02M | Sell |
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|
2018
Q2 | $2.14M | Buy |
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|
2018
Q1 | $1.84M | Sell |
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|
2017
Q4 | $2.05M | Buy |
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|
2017
Q3 | $2.01M | Buy |
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|
2017
Q2 | $2M | Sell |
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|
2017
Q1 | $3.15M | Sell |
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|
2016
Q4 | $3.44M | Sell |
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|
2016
Q3 | $3.6M | Buy |
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|
2016
Q2 | $1.53M | Buy |
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|
2016
Q1 | $1.34M | Buy |
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|
2015
Q4 | $981K | Buy |
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|
2015
Q3 | $976K | Sell |
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|
2015
Q2 | $1.05M | Sell |
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|
2015
Q1 | $1.19M | Buy |
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|
2014
Q4 | $1.27M | Sell |
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|
2014
Q3 | $1.26M | Sell |
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|
2014
Q2 | $1.26M | Buy |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $677K | Sell |
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|
2013
Q3 | $689K | Sell |
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|
2013
Q2 | $715K | Buy |
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