Ironsides Asset Advisors’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 | $205K | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $295K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $265K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.56M | Sell |
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|
2016
Q3 | $1.64M | Buy |
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|
2016
Q2 | $1.71M | Sell |
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|
2016
Q1 | $1.65M | Buy |
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|
2015
Q4 | $1.44M | Sell |
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|
2015
Q3 | $1.48M | Hold |
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|
2015
Q2 | $1.46M | Hold |
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|
2015
Q1 | $1.58M | Sell |
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|
2014
Q4 | $1.86M | Hold |
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|
2014
Q3 | $1.67M | Sell |
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|
2014
Q2 | $1.66M | Buy |
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