Fulton Breakefield Broenniman’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 | $537K | Sell |
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|
2025
Q2 | $538K | Buy |
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|
2025
Q1 | $504K | Sell |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $477K | Sell |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $653K | Sell |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $895K | Buy |
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|
2022
Q3 | $751K | Buy |
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|
2022
Q2 | $807K | Sell |
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|
2022
Q1 | $897K | Sell |
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|
2021
Q4 | $984K | Buy |
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|
2021
Q3 | $783K | Buy |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $580K | Buy |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $526K | Sell |
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|
2020
Q2 | $498K | Buy |
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|
2020
Q1 | $496K | Buy |
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|
2019
Q4 | $543K | Buy |
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|
2019
Q3 | $563K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $702K | Sell |
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|
2013
Q3 | $833K | Buy |
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|
2013
Q2 | $691K | Buy |
|