Evergreen Capital 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
Q3 | $571K | Buy |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $347K | Sell |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $282K | Buy |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $293K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $239K | Buy |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $224K | Sell |
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|
2018
Q1 | $327K | Buy |
|