Gradient Investments’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 | $923K | Buy |
|
|||||
|
2025
Q2 | $556K | Buy |
|
|||||
|
2025
Q1 | $421K | Buy |
|
|||||
|
2024
Q4 | $264K | Buy |
|
|||||
|
2024
Q3 | $282K | Buy |
|
|||||
|
2024
Q2 | $243K | Buy |
|
|||||
|
2024
Q1 | $174K | Sell |
|
|||||
|
2023
Q4 | $785K | Sell |
|
|||||
|
2023
Q3 | $724K | Sell |
|
|||||
|
2023
Q2 | $752K | Buy |
|
|||||
|
2023
Q1 | $791K | Buy |
|
|||||
|
2022
Q4 | $838K | Sell |
|
|||||
|
2022
Q3 | $845K | Buy |
|
|||||
|
2022
Q2 | $821K | Buy |
|
|||||
|
2022
Q1 | $854K | Buy |
|
|||||
|
2021
Q4 | $722K | Buy |
|
|||||
|
2021
Q3 | $625K | Sell |
|
|||||
|
2021
Q2 | $705K | Buy |
|
|||||
|
2021
Q1 | $666K | Sell |
|
|||||
|
2020
Q4 | $10.7M | Sell |
|
|||||
|
2020
Q3 | $10.9M | Buy |
|
|||||
|
2020
Q2 | $440K | Sell |
|
|||||
|
2020
Q1 | $497K | Sell |
|
|||||
|
2019
Q4 | $2.4M | Buy |
|
|||||
|
2019
Q3 | $2.27M | Buy |
|
|||||
|
2019
Q2 | $1.72M | Buy |
|
|||||
|
2019
Q1 | $629K | Buy |
|
|||||
|
2018
Q4 | $458K | Buy |
|
|||||
|
2018
Q3 | $393K | Buy |
|
|||||
|
2018
Q2 | $325K | Buy |
|
|||||
|
2018
Q1 | $308K | Sell |
|
|||||
|
2017
Q4 | $340K | Sell |
|
|||||
|
2017
Q3 | $356K | Buy |
|
|||||
|
2017
Q2 | $323K | Sell |
|
|||||
|
2017
Q1 | $500K | Buy |
|
|||||
|
2016
Q4 | $463K | Buy |
|
|||||
|
2016
Q3 | $276K | Buy |
|
|||||
|
2016
Q2 | $235K | Sell |
|
|||||
|
2016
Q1 | $227K | Sell |
|
|||||
|
2015
Q4 | $246K | Sell |
|
|||||
|
2015
Q3 | $327K | Sell |
|
|||||
|
2015
Q2 | $322K | Buy |
|
|||||
|
2015
Q1 | $208K | Sell |
|
|||||
|
2014
Q4 | $318K | Buy |
|
|||||
|
2014
Q3 | $208K | Hold |
|
|||||
|
2014
Q2 | $206K | Buy |
|
|||||
|
2014
Q1 | $127K | Sell |
|
|||||
|
2013
Q4 | $136K | Buy |
|
|||||
|
2013
Q3 | $90K | Sell |
|
|||||
|
2013
Q2 | $142K | Buy |
|