J.W. Burns & Co’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 | $318K | Hold |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $272K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $306K | Hold |
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|
2021
Q1 | $299K | Hold |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $257K | Hold |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | $289K | Hold |
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|
2019
Q2 | $266K | Hold |
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|
2019
Q1 | $272K | Hold |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $242K | Buy |
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|
2018
Q2 | $225K | Buy |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $220K | Hold |
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|
2017
Q3 | $220K | Hold |
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|
2017
Q2 | $219K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $211K | Hold |
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|
2016
Q2 | $226K | Hold |
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|
2016
Q1 | $212K | Buy |
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