Jackson Grant Investment Advisers’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 | $75K | Hold |
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|
2025
Q1 | $77.6K | Hold |
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|
2024
Q4 | $68.5K | Hold |
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|
2024
Q3 | $73.3K | Hold |
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|
2024
Q2 | $63.7K | Hold |
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|
2024
Q1 | $61.5K | Hold |
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|
2023
Q4 | $61.7K | Hold |
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|
2023
Q3 | $56.1K | Hold |
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|
2023
Q2 | $57.1K | Hold |
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|
2023
Q1 | $61.4K | Buy |
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|
2022
Q4 | $60.8K | Hold |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $57K | Buy |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $40K | Hold |
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|
2019
Q1 | $40K | Hold |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $36K | Hold |
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|
2018
Q2 | $36K | Hold |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $38K | Sell |
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|
2017
Q3 | $112K | Sell |
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|
2017
Q2 | $136K | Sell |
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|
2017
Q1 | $155K | Buy |
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|
2016
Q4 | $68K | Hold |
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|
2016
Q3 | $70K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
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