Intersect 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $499K | Buy |
|
|||||
|
2022
Q1 | $486K | Buy |
|
|||||
|
2021
Q4 | $416K | Buy |
|
|||||
|
2021
Q3 | $351K | Buy |
|
|||||
|
2021
Q2 | $322K | Buy |
|
|||||
|
2021
Q1 | $312K | Buy |
|
|||||
|
2020
Q4 | $287K | Buy |
|
|||||
|
2020
Q3 | $275K | Sell |
|
|||||
|
2020
Q2 | $280K | Buy |
|
|||||
|
2020
Q1 | $207K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $211K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $202K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $130K | Buy |
|
|||||
|
2014
Q4 | $140K | Buy |
|