Financial Management Professionals’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 | $759K | Buy |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $683K | Buy |
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|
2023
Q4 | $621K | Buy |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $521K | Buy |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $353K | Buy |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $322K | Sell |
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|
2020
Q2 | $360K | Buy |
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|
2020
Q1 | $301K | Hold |
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|
2019
Q4 | $339K | Sell |
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|
2019
Q3 | $357K | Buy |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $218K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $211K | Buy |
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|
2017
Q4 | $220K | Hold |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $219K | Hold |
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|
2017
Q1 | $215K | Hold |
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|
2016
Q4 | $203K | Sell |
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|
2016
Q3 | $225K | Sell |
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|
2016
Q2 | $243K | Buy |
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|
2016
Q1 | $209K | Buy |
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|
2015
Q4 | $170K | Hold |
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|
2015
Q3 | $172K | Hold |
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|
2015
Q2 | $168K | Hold |
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|
2015
Q1 | $184K | Hold |
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|
2014
Q4 | $200K | Hold |
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|
2014
Q3 | $178K | Hold |
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|
2014
Q2 | $177K | Hold |
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|
2014
Q1 | $170K | Hold |
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|
2013
Q4 | $165K | Hold |
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|
2013
Q3 | $160K | Hold |
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|
2013
Q2 | $161K | Buy |
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