HeadInvest LLC’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 | $623K | Sell |
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|
2025
Q1 | $765K | Buy |
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|
2024
Q4 | $674K | Sell |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q2 | $646K | Hold |
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|
2024
Q1 | $623K | Buy |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $609K | Buy |
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|
2023
Q1 | $619K | Sell |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $613K | Hold |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $603K | Sell |
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|
2021
Q3 | $562K | Sell |
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|
2021
Q2 | $574K | Buy |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $522K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $309K | Buy |
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|
2020
Q1 | $297K | Hold |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $352K | Sell |
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|
2019
Q2 | $329K | Hold |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $644K | Buy |
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|
2018
Q3 | $298K | Hold |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $289K | Sell |
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|
2017
Q4 | $331K | Sell |
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|
2017
Q3 | $369K | Hold |
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|
2017
Q2 | $349K | Buy |
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|
2017
Q1 | $261K | Hold |
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|
2016
Q4 | $247K | Hold |
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|
2016
Q3 | $245K | Hold |
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|
2016
Q2 | $273K | Sell |
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|
2016
Q1 | $280K | Buy |
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|
2015
Q4 | $220K | Buy |
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|
2015
Q3 | $219K | Hold |
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|
2015
Q2 | $215K | Hold |
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|
2015
Q1 | $234K | Hold |
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|
2014
Q4 | $255K | Sell |
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|
2014
Q3 | $255K | Hold |
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|
2014
Q2 | $230K | Buy |
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|
2014
Q1 | $216K | Sell |
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|
2013
Q4 | $233K | Hold |
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|
2013
Q3 | $225K | Sell |
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|
2013
Q2 | $443K | Buy |
|