Highland Capital Management (Tennessee)’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 | $5.41M | Sell |
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|
2025
Q2 | $5.21M | Sell |
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|
2025
Q1 | $5.39M | Sell |
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|
2024
Q4 | $4.81M | Sell |
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|
2024
Q3 | $5.25M | Sell |
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|
2024
Q2 | $4.79M | Buy |
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|
2024
Q1 | $4.39M | Sell |
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $4.03M | Sell |
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|
2023
Q2 | $4.38M | Sell |
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|
2023
Q1 | $4.77M | Sell |
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|
2022
Q4 | $5.12M | Sell |
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|
2022
Q3 | $4.65M | Sell |
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|
2022
Q2 | $5.37M | Sell |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $5.29M | Sell |
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|
2021
Q3 | $4.97M | Sell |
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|
2021
Q2 | $5.16M | Sell |
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|
2021
Q1 | $5.17M | Sell |
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|
2020
Q4 | $5.34M | Sell |
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|
2020
Q3 | $5.54M | Buy |
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|
2020
Q2 | $4.92M | Buy |
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|
2020
Q1 | $4.95M | Sell |
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|
2019
Q4 | $5.84M | Sell |
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|
2019
Q3 | $6.26M | Sell |
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|
2019
Q2 | $5.88M | Sell |
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|
2019
Q1 | $6.14M | Sell |
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|
2018
Q4 | $5.95M | Sell |
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|
2018
Q3 | $5.57M | Sell |
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|
2018
Q2 | $5.55M | Buy |
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|
2018
Q1 | $368K | Hold |
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|
2017
Q4 | $399K | Hold |
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|
2017
Q3 | $398K | Sell |
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|
2017
Q2 | $402K | Sell |
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|
2017
Q1 | $416K | Hold |
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|
2016
Q4 | $394K | Hold |
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|
2016
Q3 | $406K | Hold |
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|
2016
Q2 | $436K | Hold |
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|
2016
Q1 | $410K | Buy |
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|
2015
Q4 | $358K | Sell |
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|
2015
Q3 | $409K | Hold |
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|
2015
Q2 | $402K | Hold |
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|
2015
Q1 | $437K | Buy |
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|
2014
Q4 | $419K | Hold |
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|
2014
Q3 | $375K | Hold |
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|
2014
Q2 | $372K | Hold |
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|
2014
Q1 | $358K | Sell |
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|
2013
Q4 | $352K | Hold |
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|
2013
Q3 | $341K | Hold |
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|
2013
Q2 | $344K | Buy |
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