Karpas Strategies’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $455K | Buy |
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|
2021
Q4 | $427K | Hold |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $372K | Hold |
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|
2020
Q3 | $360K | Hold |
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|
2020
Q2 | $325K | Hold |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $553K | Hold |
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|
2019
Q3 | $582K | Hold |
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|
2019
Q2 | $535K | Hold |
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|
2019
Q1 | $546K | Hold |
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|
2018
Q4 | $524K | Hold |
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|
2018
Q3 | $486K | Hold |
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|
2018
Q2 | $480K | Hold |
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|
2018
Q1 | $470K | Hold |
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|
2017
Q4 | $510K | Hold |
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|
2017
Q3 | $509K | Hold |
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|
2017
Q2 | $507K | Hold |
|
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|
2017
Q1 | $498K | Hold |
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|
2016
Q4 | $471K | Hold |
|
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|
2016
Q3 | $486K | Hold |
|
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|
2016
Q2 | $521K | Hold |
|
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|
2016
Q1 | $490K | Hold |
|
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|
2015
Q4 | $433K | Hold |
|
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|
2015
Q3 | $437K | Hold |
|
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|
2015
Q2 | $429K | Hold |
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|
2015
Q1 | $466K | Hold |
|
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|
2014
Q4 | $507K | Hold |
|
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|
2014
Q3 | $454K | Hold |
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|
2014
Q2 | $450K | Hold |
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|
2014
Q1 | $432K | Buy |
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|
2013
Q4 | $359K | Hold |
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|
2013
Q3 | $347K | Hold |
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|
2013
Q2 | $351K | Buy |
|