Fiduciary Group’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 | $896K | Hold |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $813K | Hold |
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|
2024
Q3 | $870K | Sell |
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|
2024
Q2 | $771K | Sell |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $789K | Sell |
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|
2023
Q3 | $785K | Hold |
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|
2023
Q2 | $798K | Hold |
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|
2023
Q1 | $858K | Sell |
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|
2022
Q4 | $939K | Sell |
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|
2022
Q3 | $889K | Buy |
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|
2022
Q2 | $976K | Buy |
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|
2022
Q1 | $806K | Buy |
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|
2021
Q4 | $766K | Hold |
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|
2021
Q3 | $754K | Sell |
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|
2021
Q2 | $797K | Buy |
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|
2021
Q1 | $737K | Buy |
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|
2020
Q4 | $624K | Sell |
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|
2020
Q3 | $627K | Sell |
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|
2020
Q2 | $611K | Buy |
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|
2020
Q1 | $610K | Buy |
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|
2019
Q4 | $631K | Sell |
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|
2019
Q3 | $695K | Sell |
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|
2019
Q2 | $674K | Buy |
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|
2019
Q1 | $679K | Sell |
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|
2018
Q4 | $673K | Sell |
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|
2018
Q3 | $638K | Sell |
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|
2018
Q2 | $637K | Sell |
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|
2018
Q1 | $696K | Hold |
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|
2017
Q4 | $756K | Sell |
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|
2017
Q3 | $773K | Sell |
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|
2017
Q2 | $776K | Buy |
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|
2017
Q1 | $749K | Sell |
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|
2016
Q4 | $833K | Buy |
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|
2016
Q3 | $840K | Sell |
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|
2016
Q2 | $908K | Buy |
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|
2016
Q1 | $850K | Sell |
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|
2015
Q4 | $754K | Buy |
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|
2015
Q3 | $629K | Hold |
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|
2015
Q2 | $618K | Buy |
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