Horan Securities’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 | $479K | Buy |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q2 | $180K | Sell |
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|
2021
Q1 | $179K | Sell |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $159K | Buy |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $147K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $165K | Buy |
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|
2019
Q2 | $139K | Hold |
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|
2019
Q1 | $141K | Hold |
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|
2018
Q4 | $131K | Buy |
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|
2018
Q3 | $115K | Hold |
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|
2018
Q2 | $112K | Buy |
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|
2018
Q1 | $89K | Hold |
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|
2017
Q4 | $92K | Buy |
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|
2017
Q3 | $90K | Hold |
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|
2017
Q2 | $87K | Hold |
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|
2017
Q1 | $85K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $81K | Buy |
|