Jones Financial Companies’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 | $94.2M | Buy |
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|
2025
Q1 | $81.2M | Buy |
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|
2024
Q4 | $55.1M | Buy |
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|
2024
Q3 | $41.2M | Buy |
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|
2024
Q2 | $20.4M | Buy |
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|
2024
Q1 | $9.82M | Buy |
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|
2023
Q4 | $8.53M | Buy |
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|
2023
Q3 | $7.62M | Buy |
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|
2023
Q2 | $7.61M | Sell |
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|
2023
Q1 | $8.23M | Sell |
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|
2022
Q4 | $8.87M | Buy |
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|
2022
Q3 | $7.77M | Sell |
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|
2022
Q2 | $9.04M | Sell |
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|
2022
Q1 | $9.6M | Buy |
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|
2021
Q4 | $8.87M | Buy |
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|
2021
Q3 | $8.14M | Sell |
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|
2021
Q2 | $8.42M | Sell |
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|
2021
Q1 | $8.65M | Buy |
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|
2020
Q4 | $8.14M | Buy |
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|
2020
Q3 | $7.84M | Buy |
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|
2020
Q2 | $6.83M | Buy |
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|
2020
Q1 | $6.54M | Buy |
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|
2019
Q4 | $6.19M | Buy |
|
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|
2019
Q3 | $5.8M | Buy |
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|
2019
Q2 | $5.32M | Buy |
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|
2019
Q1 | $5.34M | Buy |
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|
2018
Q4 | $4.99M | Buy |
|
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|
2018
Q3 | $4.25M | Buy |
|
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|
2018
Q2 | $3.69M | Sell |
|
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|
2018
Q1 | $3.64M | Buy |
|
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|
2017
Q4 | $3.61M | Buy |
|
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|
2017
Q3 | $3.52M | Sell |
|
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|
2017
Q2 | $3.54M | Buy |
|
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|
2017
Q1 | $3.37M | Buy |
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|
2016
Q4 | $2.92M | Buy |
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|
2016
Q3 | $1.95M | Buy |
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|
2016
Q2 | $1.66M | Buy |
|
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $773K | Buy |
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|
2015
Q3 | $461K | Sell |
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|
2015
Q2 | $617K | Buy |
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|
2015
Q1 | $656K | Sell |
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|
2014
Q4 | $824K | Buy |
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|
2014
Q3 | $673K | Sell |
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|
2014
Q2 | $761K | Buy |
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|
2014
Q1 | $637K | Sell |
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|
2013
Q4 | $802K | Buy |
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|
2013
Q3 | $519K | Sell |
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|
2013
Q2 | $595K | Buy |
|