Institutional & Family Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $210K | Hold |
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|
2023
Q3 | $191K | Hold |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $209K | Hold |
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|
2020
Q4 | $199K | Hold |
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|
2020
Q3 | $192K | Sell |
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|
2020
Q2 | $177K | Hold |
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|
2020
Q1 | $179K | Sell |
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|
2019
Q4 | $212K | Sell |
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|
2019
Q3 | $261K | Buy |
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|
2019
Q2 | $223K | Hold |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $279K | Sell |
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|
2018
Q3 | $311K | Hold |
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|
2018
Q2 | $307K | Buy |
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|
2018
Q1 | $177K | Sell |
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|
2017
Q4 | $326K | Hold |
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|
2017
Q3 | $326K | Buy |
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|
2017
Q2 | $323K | Buy |
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|
2017
Q1 | $309K | Hold |
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|
2016
Q4 | $293K | Hold |
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|
2016
Q3 | $302K | Hold |
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|
2016
Q2 | $323K | Hold |
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|
2016
Q1 | $269K | Hold |
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|
2015
Q4 | $269K | Buy |
|