Fruth Investment 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 | $610K | Sell |
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|
2025
Q2 | $606K | Sell |
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|
2025
Q1 | $628K | Hold |
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|
2024
Q4 | $554K | Hold |
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|
2024
Q3 | $593K | Sell |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $595K | Sell |
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|
2023
Q4 | $607K | Sell |
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|
2023
Q3 | $558K | Hold |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $667K | Hold |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $720K | Sell |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $687K | Sell |
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|
2021
Q2 | $699K | Sell |
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|
2021
Q1 | $699K | Sell |
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|
2020
Q4 | $672K | Sell |
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|
2020
Q3 | $700K | Sell |
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|
2020
Q2 | $661K | Hold |
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|
2020
Q1 | $669K | Sell |
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|
2019
Q4 | $762K | Sell |
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|
2019
Q3 | $817K | Sell |
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|
2019
Q2 | $758K | Sell |
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|
2019
Q1 | $779K | Sell |
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|
2018
Q4 | $764K | Hold |
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|
2018
Q3 | $708K | Sell |
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|
2018
Q2 | $703K | Sell |
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|
2018
Q1 | $722K | Sell |
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|
2017
Q4 | $798K | Sell |
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|
2017
Q3 | $820K | Sell |
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|
2017
Q2 | $830K | Hold |
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|
2017
Q1 | $815K | Sell |
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|
2016
Q4 | $857K | Sell |
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|
2016
Q3 | $900K | Buy |
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|
2016
Q2 | $926K | Sell |
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|
2016
Q1 | $884K | Sell |
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|
2015
Q4 | $787K | Sell |
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|
2015
Q3 | $819K | Sell |
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|
2015
Q2 | $813K | Hold |
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|
2015
Q1 | $884K | Hold |
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|
2014
Q4 | $962K | Sell |
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|
2014
Q3 | $866K | Hold |
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|
2014
Q2 | $829K | Sell |
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|
2014
Q1 | $855K | Sell |
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|
2013
Q4 | $824K | Buy |
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|
2013
Q3 | $790K | Sell |
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|
2013
Q2 | $839K | Buy |
|