IEQ Capital’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
$3.38M Sell
2025
Q1
$6.16M Buy
2024
Q4
$3.62M Sell
2024
Q3
$6.14M Buy
2024
Q2
$4.87M Buy
2024
Q1
$4.34M Buy
2023
Q4
$3.67M Buy
2023
Q3
$2.38M Sell
2023
Q2
$3.93M Sell
2023
Q1
$4.42M Buy
2022
Q4
$3.24M Buy
2022
Q3
$2.56M Sell
2022
Q2
$3.19M Buy
2022
Q1
$2.17M Buy
2021
Q4
$1.81M Buy
2021
Q3
$1.63M Buy
2021
Q2
$583K Buy
2021
Q1
$389K Buy
2020
Q3
Sell
2020
Q2
$479K Sell
2020
Q1
$914K Buy
2019
Q4
$823K Buy