HighPoint Advisor Group’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 | $3.33M | Buy |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $3.11M | Buy |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.39M | Buy |
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|
2022
Q2 | $1.81M | Buy |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $894K | Sell |
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|
2020
Q2 | $880K | Sell |
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|
2020
Q1 | $977K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $1M | Sell |
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|
2019
Q1 | $1.11M | Sell |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $849K | Sell |
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|
2018
Q2 | $841K | Sell |
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|
2018
Q1 | $753K | Sell |
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|
2017
Q4 | $861K | Sell |
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|
2017
Q3 | $1.96M | Buy |
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|
2017
Q2 | $1.53M | Hold |
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|
2017
Q1 | $1.53M | Buy |
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|
2016
Q4 | $801K | Sell |
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|
2016
Q3 | $776K | Buy |
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|
2016
Q2 | $858K | Buy |
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|
2016
Q1 | $532K | Buy |
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|
2015
Q4 | $417K | Buy |
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