Formidable Asset 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 | $1.31M | Sell |
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|
2025
Q2 | $1.42M | Hold |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.51M | Sell |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $622K | Buy |
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|
2022
Q4 | $622K | Buy |
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|
2022
Q3 | $546K | Buy |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $614K | Sell |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $558K | Sell |
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|
2020
Q2 | $500K | Buy |
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|
2020
Q1 | $456K | Sell |
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|
2019
Q4 | $582K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $479K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $545K | Sell |
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|
2017
Q2 | $602K | Buy |
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|
2017
Q1 | $591K | Sell |
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|
2016
Q4 | $568K | Sell |
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|
2016
Q3 | $616K | Buy |
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|
2016
Q2 | $654K | Buy |
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|
2016
Q1 | $577K | Buy |
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|
2015
Q4 | $220K | Sell |
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|
2015
Q3 | $225K | Buy |
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|
2015
Q2 | $221K | Buy |
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|
2015
Q1 | $239K | Sell |
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|
2014
Q4 | $305K | Buy |
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|
2014
Q3 | $300K | Sell |
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|
2014
Q2 | $272K | Buy |
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|
2014
Q1 | $274K | Sell |
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|
2013
Q4 | $270K | Sell |
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|
2013
Q3 | $269K | Buy |
|