Kayne Anderson Rudnick Investment 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
Q3 | $355K | Buy |
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|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $292K | Buy |
|
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q2 | $182K | Buy |
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|
2020
Q1 | $182K | Sell |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $12.2M | Sell |
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|
2018
Q3 | $12.4M | Sell |
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|
2018
Q2 | $12.5M | Sell |
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|
2018
Q1 | $12.8M | Sell |
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|
2017
Q4 | $14.9M | Buy |
|