Hennessy Advisors Inc’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 | $13.5M | Buy |
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|
2025
Q1 | $13.6M | Sell |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $13.2M | Sell |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $10.6M | Sell |
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|
2023
Q4 | $11.1M | Sell |
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|
2023
Q3 | $10.4M | Sell |
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|
2023
Q2 | $10.7M | Sell |
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|
2023
Q1 | $11.8M | Hold |
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|
2022
Q4 | $12.6M | Sell |
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|
2022
Q3 | $12.3M | Sell |
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|
2022
Q2 | $14.4M | Sell |
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|
2022
Q1 | $15.4M | Sell |
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|
2021
Q4 | $14.6M | Sell |
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|
2021
Q3 | $15.9M | Sell |
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|
2021
Q2 | $16.5M | Sell |
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|
2021
Q1 | $17M | Buy |
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|
2020
Q4 | $15.7M | Sell |
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|
2020
Q3 | $17.6M | Sell |
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|
2020
Q2 | $18.5M | Sell |
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|
2020
Q1 | $18.9M | Sell |
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|
2019
Q4 | $23.2M | Sell |
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|
2019
Q3 | $25.4M | Sell |
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|
2019
Q2 | $23.9M | Sell |
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|
2019
Q1 | $25.9M | Buy |
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|
2018
Q4 | $24.1M | Sell |
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|
2018
Q3 | $25.6M | Sell |
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|
2018
Q2 | $25.7M | Sell |
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|
2018
Q1 | $27.9M | Sell |
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|
2017
Q4 | $35.6M | Sell |
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|
2017
Q3 | $37M | Buy |
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|
2017
Q2 | $31.4M | Sell |
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|
2017
Q1 | $31.1M | Buy |
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|
2016
Q4 | $29M | Buy |
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|
2016
Q3 | $9.66M | Buy |
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|
2016
Q2 | $9.48M | Buy |
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|
2016
Q1 | $8.58M | Sell |
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|
2015
Q4 | $8.88M | Sell |
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|
2015
Q3 | $9.99M | Sell |
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|
2015
Q2 | $11.6M | Sell |
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|
2015
Q1 | $14.5M | Buy |
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|
2014
Q4 | $15.6M | Sell |
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|
2014
Q3 | $14.1M | Buy |
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|
2014
Q2 | $12.4M | Buy |
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|
2014
Q1 | $9.89M | Buy |
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|
2013
Q4 | $8.06M | Buy |
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|
2013
Q3 | $6.73M | Buy |
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|
2013
Q2 | $6.67M | Buy |
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