Groesbeck Investment Management’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
Q2 | – | Sell |
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|
2025
Q1 | $699K | Hold |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $554K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $560K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $459K | Buy |
|
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.12M | Buy |
|