Fayez Sarofim & Co’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 | $15.4M | Buy |
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|
2025
Q1 | $6.41M | Sell |
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|
2024
Q4 | $5.77M | Buy |
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|
2024
Q3 | $5.93M | Buy |
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|
2024
Q2 | $4.83M | Buy |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $4.19M | Sell |
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|
2023
Q3 | $5.55M | Sell |
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|
2023
Q2 | $5.67M | Buy |
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|
2023
Q1 | $5.87M | Buy |
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|
2022
Q4 | $5.97M | Sell |
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|
2022
Q3 | $6.44M | Buy |
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|
2022
Q2 | $6.95M | Sell |
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|
2022
Q1 | $7.39M | Buy |
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|
2021
Q4 | $6.04M | Buy |
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|
2021
Q3 | $4.61M | Sell |
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|
2021
Q2 | $4.92M | Buy |
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|
2021
Q1 | $3.29M | Buy |
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|
2020
Q4 | $2.77M | Buy |
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|
2020
Q3 | $2.17M | Sell |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | $1.98M | Hold |
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|
2019
Q4 | $2.24M | Sell |
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|
2019
Q3 | $2.38M | Sell |
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|
2019
Q2 | $2.2M | Hold |
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|
2019
Q1 | $2.24M | Hold |
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|
2018
Q4 | $2.15M | Hold |
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|
2018
Q3 | $1.99M | Hold |
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|
2018
Q2 | $1.97M | Sell |
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|
2018
Q1 | $2.02M | Sell |
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|
2017
Q4 | $2.21M | Sell |
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|
2017
Q3 | $2.24M | Hold |
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|
2017
Q2 | $2.23M | Sell |
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|
2017
Q1 | $2.21M | Sell |
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|
2016
Q4 | $2.1M | Buy |
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|
2016
Q3 | $2.11M | Buy |
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|
2016
Q2 | $2.26M | Sell |
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|
2016
Q1 | $2.16M | Hold |
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|
2015
Q4 | $1.91M | Hold |
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|
2015
Q3 | $1.93M | Sell |
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|
2015
Q2 | $1.94M | Hold |
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|
2015
Q1 | $2.11M | Buy |
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|
2014
Q4 | $2.24M | Hold |
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|
2014
Q3 | $2.01M | Hold |
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|
2014
Q2 | $1.99M | Sell |
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|
2014
Q1 | $1.92M | Buy |
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|
2013
Q4 | $1.83M | Buy |
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|
2013
Q2 | $1.85M | Buy |
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