JP Morgan Private Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $68.8M | Buy |
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|
2022
Q4 | $69.5M | Sell |
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|
2022
Q3 | $63.4M | Sell |
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|
2022
Q2 | $74M | Buy |
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|
2022
Q1 | $58.7M | Buy |
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|
2021
Q4 | $46.4M | Buy |
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|
2021
Q3 | $40.4M | Buy |
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|
2021
Q2 | $38.6M | Sell |
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|
2021
Q1 | $39.6M | Sell |
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|
2020
Q4 | $39M | Buy |
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|
2020
Q3 | $37.2M | Buy |
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|
2020
Q2 | $32.7M | Buy |
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|
2020
Q1 | $31.3M | Buy |
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|
2019
Q4 | $28.8M | Buy |
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|
2019
Q3 | $28.7M | Buy |
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|
2019
Q2 | $25.7M | Sell |
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|
2019
Q1 | $27M | Sell |
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|
2018
Q4 | $34.2M | Buy |
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|
2018
Q3 | $31.6M | Buy |
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|
2018
Q2 | $28.4M | Buy |
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|
2018
Q1 | $27.4M | Buy |
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|
2017
Q4 | $29.3M | Buy |
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|
2017
Q3 | $28.5M | Buy |
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|
2017
Q2 | $23.1M | Sell |
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|
2017
Q1 | $24.5M | Buy |
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|
2016
Q4 | $19.9M | Sell |
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|
2016
Q3 | $20.6M | Sell |
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|
2016
Q2 | $22.6M | Sell |
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|
2016
Q1 | $26.8M | Buy |
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|
2015
Q4 | $18.7M | Sell |
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|
2015
Q3 | $19M | Sell |
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|
2015
Q2 | $19.5M | Buy |
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|
2015
Q1 | $20.8M | Buy |
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|
2014
Q4 | $22.1M | Buy |
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|
2014
Q3 | $19.3M | Buy |
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|
2014
Q2 | $12.7M | Buy |
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|
2014
Q1 | $11.4M | Buy |
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|
2013
Q4 | $10.6M | Sell |
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|
2013
Q3 | $10.3M | Sell |
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|
2013
Q2 | $10.9M | Buy |
|