Greatmark Investment Partners’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 | $559K | Sell |
|
|||||
|
2025
Q2 | $542K | Hold |
|
|||||
|
2025
Q1 | $560K | Buy |
|
|||||
|
2024
Q4 | $473K | Sell |
|
|||||
|
2024
Q3 | $518K | Sell |
|
|||||
|
2024
Q2 | $461K | Hold |
|
|||||
|
2024
Q1 | $445K | Hold |
|
|||||
|
2023
Q4 | $446K | Buy |
|
|||||
|
2023
Q3 | $390K | Buy |
|
|||||
|
2023
Q2 | $364K | Buy |
|
|||||
|
2023
Q1 | $369K | Sell |
|
|||||
|
2022
Q4 | $404K | Sell |
|
|||||
|
2022
Q3 | $372K | Hold |
|
|||||
|
2022
Q2 | $428K | Sell |
|
|||||
|
2022
Q1 | $468K | Buy |
|
|||||
|
2021
Q4 | $401K | Hold |
|
|||||
|
2021
Q3 | $373K | Buy |
|
|||||
|
2021
Q2 | $371K | Hold |
|
|||||
|
2021
Q1 | $363K | Hold |
|
|||||
|
2020
Q4 | $344K | Sell |
|
|||||
|
2020
Q3 | $344K | Sell |
|
|||||
|
2020
Q2 | $311K | Buy |
|
|||||
|
2020
Q1 | $314K | Hold |
|
|||||
|
2019
Q4 | $354K | Hold |
|
|||||
|
2019
Q3 | $372K | Buy |
|
|||||
|
2019
Q2 | $291K | Hold |
|
|||||
|
2019
Q1 | $297K | Hold |
|
|||||
|
2018
Q4 | $285K | Hold |
|
|||||
|
2018
Q3 | $264K | Hold |
|
|||||
|
2018
Q2 | $261K | Hold |
|
|||||
|
2018
Q1 | $256K | Buy |
|
|||||
|
2017
Q4 | $214K | Sell |
|
|||||
|
2017
Q3 | $296K | Hold |
|
|||||
|
2017
Q2 | $295K | Hold |
|
|||||
|
2017
Q1 | $289K | Hold |
|
|||||
|
2016
Q4 | $274K | Hold |
|
|||||
|
2016
Q3 | $282K | Hold |
|
|||||
|
2016
Q2 | $302K | Sell |
|
|||||
|
2016
Q1 | $291K | Hold |
|
|||||
|
2015
Q4 | $258K | Sell |
|
|||||
|
2015
Q3 | $264K | Hold |
|
|||||
|
2015
Q2 | $259K | Buy |
|
|||||
|
2015
Q1 | $274K | Buy |
|
|||||
|
2014
Q4 | $297K | Hold |
|
|||||
|
2014
Q3 | $266K | Buy |
|
|||||
|
2014
Q2 | $213K | Hold |
|
|||||
|
2014
Q1 | $205K | Buy |
|