Investors Asset Management of Georgia’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
Q3 | $445K | Buy |
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|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $285K | Buy |
|
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $285K | Hold |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $277K | Hold |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $255K | Hold |
|
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $246K | Sell |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $385K | Buy |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $350K | Hold |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $307K | Sell |
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|
2018
Q2 | $383K | Sell |
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|
2018
Q1 | $379K | Sell |
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|
2017
Q4 | $425K | Sell |
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|
2017
Q3 | $429K | Sell |
|
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|
2017
Q2 | $455K | Hold |
|
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|
2017
Q1 | $446K | Hold |
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|
2016
Q4 | $422K | Buy |
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|
2016
Q3 | $401K | Buy |
|
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|
2016
Q2 | $425K | Hold |
|
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|
2016
Q1 | $400K | Hold |
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|
2015
Q4 | $354K | Hold |
|
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|
2015
Q3 | $356K | Hold |
|
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|
2015
Q2 | $350K | Sell |
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|
2015
Q1 | $384K | Hold |
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|
2014
Q4 | $418K | Buy |
|