Grandfield & Dodd’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 | $308K | Hold |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $268K | Hold |
|
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|
2024
Q3 | $287K | Hold |
|
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|
2024
Q2 | $249K | Hold |
|
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $229K | Sell |
|
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $274K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $335K | Hold |
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|
2017
Q3 | $334K | Sell |
|
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|
2017
Q2 | $338K | Sell |
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|
2017
Q1 | $350K | Hold |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $408K | Hold |
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|
2016
Q1 | $384K | Hold |
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|
2015
Q4 | $339K | Sell |
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|
2015
Q3 | $348K | Sell |
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|
2015
Q2 | $350K | Buy |
|
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|
2015
Q1 | $360K | Sell |
|
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|
2014
Q4 | $425K | Sell |
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|
2014
Q3 | $381K | Sell |
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|
2014
Q2 | $387K | Hold |
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|
2014
Q1 | $372K | Hold |
|
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|
2013
Q4 | $360K | Sell |
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|
2013
Q3 | $467K | Hold |
|
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|
2013
Q2 | $472K | Buy |
|