Ferguson Wellman 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 | $456K | Sell |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $440K | Buy |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $366K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Hold |
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|
2019
Q3 | $245K | Sell |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $285K | Hold |
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|
2018
Q4 | $273K | Hold |
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|
2018
Q3 | $254K | Buy |
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|
2018
Q2 | $245K | Sell |
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|
2018
Q1 | $260K | Sell |
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|
2017
Q4 | $304K | Sell |
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|
2017
Q3 | $318K | Sell |
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|
2017
Q2 | $348K | Sell |
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|
2017
Q1 | $358K | Hold |
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|
2016
Q4 | $339K | Buy |
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|
2016
Q3 | $328K | Hold |
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|
2016
Q2 | $351K | Sell |
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|
2016
Q1 | $359K | Sell |
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|
2015
Q4 | $336K | Buy |
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|
2015
Q3 | $280K | Sell |
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|
2015
Q2 | $288K | Buy |
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|
2015
Q1 | $294K | Sell |
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|
2014
Q4 | $331K | Sell |
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|
2014
Q3 | $307K | Sell |
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|
2014
Q2 | $325K | Hold |
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|
2014
Q1 | $312K | Sell |
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|
2013
Q4 | $410K | Sell |
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|
2013
Q3 | $426K | Sell |
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|
2013
Q2 | $663K | Buy |
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