Horan Capital Advisors’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
Q1 | $294K | Buy |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $177K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $160K | Sell |
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|
2018
Q4 | $306K | Hold |
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|
2018
Q3 | $283K | Sell |
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|
2018
Q2 | $302K | Hold |
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|
2018
Q1 | $296K | Sell |
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|
2017
Q4 | $331K | Buy |
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|
2017
Q3 | $294K | Hold |
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|
2017
Q2 | $293K | Buy |
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|
2017
Q1 | $282K | Sell |
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|
2016
Q4 | $280K | Hold |
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|
2016
Q3 | $289K | Hold |
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|
2016
Q2 | $310K | Sell |
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|
2016
Q1 | $331K | Buy |
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|
2015
Q4 | $269K | Sell |
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|
2015
Q3 | $303K | Sell |
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|
2015
Q2 | $309K | Sell |
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|
2015
Q1 | $342K | Sell |
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|
2014
Q4 | $456K | Sell |
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|
2014
Q3 | $446K | Buy |
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|
2014
Q2 | $284K | Hold |
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|
2014
Q1 | $284K | Buy |
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