Grimes & Company’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 | $1.17M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $967K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $822K | Sell |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | $856K | Buy |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $781K | Buy |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $834K | Buy |
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|
2022
Q3 | $752K | Sell |
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|
2022
Q2 | $907K | Buy |
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|
2022
Q1 | $904K | Sell |
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|
2021
Q4 | $856K | Sell |
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|
2021
Q3 | $815K | Buy |
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|
2021
Q2 | $821K | Buy |
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|
2021
Q1 | $802K | Sell |
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|
2020
Q4 | $853K | Buy |
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|
2020
Q3 | $818K | Sell |
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|
2020
Q2 | $741K | Buy |
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|
2020
Q1 | $739K | Buy |
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|
2019
Q4 | $764K | Buy |
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|
2019
Q3 | $739K | Buy |
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|
2019
Q2 | $679K | Sell |
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|
2019
Q1 | $721K | Sell |
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|
2018
Q4 | $767K | Buy |
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|
2018
Q3 | $707K | Buy |
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|
2018
Q2 | $658K | Buy |
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|
2018
Q1 | $634K | Buy |
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|
2017
Q4 | $640K | Sell |
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|
2017
Q3 | $647K | Buy |
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|
2017
Q2 | $637K | Buy |
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|
2017
Q1 | $624K | Buy |
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|
2016
Q4 | $590K | Buy |
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|
2016
Q3 | $600K | Sell |
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|
2016
Q2 | $654K | Buy |
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|
2016
Q1 | $594K | Buy |
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|
2015
Q4 | $525K | Buy |
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|
2015
Q3 | $522K | Hold |
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|
2015
Q2 | $512K | Sell |
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|
2015
Q1 | $585K | Buy |
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|
2014
Q4 | $606K | Sell |
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|
2014
Q3 | $667K | Sell |
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|
2014
Q2 | $672K | Buy |
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|
2014
Q1 | $642K | Buy |
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|
2013
Q4 | $609K | Buy |
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|
2013
Q3 | $585K | Sell |
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|
2013
Q2 | $618K | Buy |
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