Excalibur 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 | $1.48M | Sell |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.19M | Hold |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $976K | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.92M | Sell |
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|
2021
Q2 | $1.95M | Sell |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1M | Buy |
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|
2019
Q4 | $635K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $238K | Hold |
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|
2016
Q1 | $224K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.05M | Hold |
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|
2014
Q3 | $939K | Sell |
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|
2014
Q2 | $936K | Sell |
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|
2014
Q1 | $907K | Sell |
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|
2013
Q4 | $1.2M | Buy |
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|
2013
Q3 | $1.15M | Buy |
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|
2013
Q2 | $1.16M | Buy |
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