Hamel Associates’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 | $2.98M | Buy |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $2.25M | Sell |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $561K | Hold |
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|
2022
Q2 | $647K | Sell |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $722K | Hold |
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|
2021
Q3 | $672K | Sell |
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|
2021
Q2 | $717K | Sell |
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|
2021
Q1 | $733K | Buy |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $685K | Hold |
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|
2020
Q2 | $618K | Hold |
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|
2020
Q1 | $625K | Sell |
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|
2019
Q4 | $769K | Hold |
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|
2019
Q3 | $808K | Hold |
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|
2019
Q2 | $744K | Hold |
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|
2019
Q1 | $759K | Sell |
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|
2018
Q4 | $1.02M | Hold |
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|
2018
Q3 | $946K | Sell |
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|
2018
Q2 | $937K | Hold |
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|
2018
Q1 | $918 | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.27M | Sell |
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|
2017
Q2 | $2.14M | Sell |
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|
2017
Q1 | $2.13M | Buy |
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|
2016
Q4 | $1.86M | Sell |
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|
2016
Q3 | $1.97M | Sell |
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|
2016
Q2 | $2.2M | Sell |
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|
2016
Q1 | $2.74M | Buy |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $863K | Sell |
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|
2015
Q2 | $1.19M | Sell |
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|
2015
Q1 | $1.32M | Sell |
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|
2014
Q4 | $1.59M | Hold |
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|
2014
Q3 | $1.43M | Hold |
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|
2014
Q2 | $1.41M | Sell |
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|
2014
Q1 | $1.37M | Hold |
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|
2013
Q4 | $1.32M | Buy |
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