Jacobs Levy Equity Management’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 | – | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $16.5M | Sell |
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|
2024
Q3 | $32.4M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $25.9M | Sell |
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|
2023
Q2 | $51.5M | Buy |
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|
2023
Q1 | $50.2M | Buy |
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|
2022
Q4 | $49.3M | Buy |
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|
2022
Q3 | $19.4M | Buy |
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|
2022
Q2 | $664K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $215K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $954K | Sell |
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|
2020
Q2 | $1.64M | Sell |
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|
2020
Q1 | $11.3M | Sell |
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|
2019
Q4 | $47.2M | Buy |
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|
2019
Q3 | $33.6M | Buy |
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|
2019
Q2 | $27.3M | Buy |
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|
2019
Q1 | $11.2M | Buy |
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|
2018
Q4 | $2.52M | Buy |
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|
2018
Q3 | $349K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.86M | Sell |
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|
2017
Q2 | $14.6M | Sell |
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|
2017
Q1 | $17.2M | Buy |
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|
2016
Q4 | $9.21M | Sell |
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|
2016
Q3 | $10.6M | Buy |
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|
2016
Q2 | $8.4M | Buy |
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|
2016
Q1 | $1.13M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.26M | Buy |
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|
2015
Q2 | $1.94M | Buy |
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|
2015
Q1 | $2.06M | Buy |
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|
2014
Q4 | $925K | Sell |
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|
2014
Q3 | $2.86M | Buy |
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|
2014
Q2 | $2.4M | Buy |
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|
2014
Q1 | $2.08M | Buy |
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