F.L. Putnam Investment 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 | $602K | Buy |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $546K | Sell |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $528K | Buy |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $310K | Buy |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
|