First Heartland Consultants’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
Q4 | $400K | Buy |
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|
2025
Q3 | $376K | Buy |
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|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $338K | Sell |
|
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|
2024
Q4 | $304K | Sell |
|
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|
2024
Q3 | $577K | Sell |
|
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|
2024
Q2 | $729 | Buy |
|
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|
2024
Q1 | $703K | Buy |
|
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|
2023
Q4 | $696K | Buy |
|
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|
2023
Q3 | $625K | Buy |
|
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|
2023
Q2 | $605K | Sell |
|
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|
2023
Q1 | $664K | Buy |
|
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $692 | Buy |
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|
2022
Q2 | $796K | Buy |
|
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $482 | Buy |
|
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|
2021
Q3 | $445K | Sell |
|
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|
2021
Q2 | $722K | Buy |
|
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|
2021
Q1 | $428K | Buy |
|
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|
2020
Q4 | $386K | Buy |
|
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|
2020
Q3 | $373K | Sell |
|
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|
2020
Q2 | $355K | Buy |
|
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|
2020
Q1 | $354K | Buy |
|
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|
2019
Q4 | $398K | Buy |
|
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|
2019
Q3 | $405K | Sell |
|
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|
2019
Q2 | $405K | Buy |
|
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|
2019
Q1 | $380K | Sell |
|
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|
2018
Q4 | $431K | Sell |
|
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|
2018
Q3 | $433K | Sell |
|
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|
2018
Q2 | $659K | Sell |
|
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|
2018
Q1 | $646K | Buy |
|
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|
2017
Q4 | $660K | Buy |
|
|||||
|
2017
Q3 | $412K | Buy |
|
|||||
|
2017
Q2 | $400K | Sell |
|
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|
2017
Q1 | $298K | Sell |
|
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|
2016
Q4 | $418K | Sell |
|
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|
2016
Q3 | $466K | Sell |
|
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|
2016
Q2 | $525 | Buy |
|
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|
2016
Q1 | $423K | Buy |
|
|||||
|
2015
Q4 | $374K | Buy |
|
|||||
|
2015
Q3 | $334K | Buy |
|
|||||
|
2015
Q2 | $301 | Buy |
|
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|
2015
Q1 | $322K | Sell |
|
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|
2014
Q4 | $359K | Buy |
|
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|
2014
Q3 | $257K | Buy |
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|
2014
Q2 | $254K | Sell |
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|
2014
Q1 | $257K | Sell |
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|
2013
Q4 | $269K | Sell |
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|
2013
Q3 | $290K | Sell |
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|
2013
Q2 | $328K | Buy |
|