Isthmus Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $182K | Sell |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $335K | Hold |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $292K | Hold |
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|
2020
Q1 | $296K | Hold |
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|
2019
Q4 | $334K | Hold |
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|
2019
Q3 | $351K | Sell |
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|
2019
Q2 | $374K | Sell |
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|
2019
Q1 | $5.94M | Buy |
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|
2018
Q4 | $454K | Sell |
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|
2018
Q3 | $436K | Sell |
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|
2018
Q2 | $436K | Buy |
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|
2018
Q1 | $344K | Buy |
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|
2017
Q4 | $366K | Sell |
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|
2017
Q3 | $377K | Hold |
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|
2017
Q2 | $376K | Hold |
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|
2017
Q1 | $369K | Hold |
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|
2016
Q4 | $349K | Buy |
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|
2016
Q3 | $331K | Hold |
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|
2016
Q2 | $370K | Hold |
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|
2016
Q1 | $348K | Sell |
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|
2015
Q4 | $358K | Hold |
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|
2015
Q3 | $361K | Sell |
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|
2015
Q2 | $371K | Buy |
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|
2015
Q1 | $391K | Hold |
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|
2014
Q4 | $426K | Buy |
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