KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $966K | Buy |
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|
2024
Q4 | $795K | Sell |
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|
2024
Q3 | $853K | Buy |
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|
2024
Q2 | $741K | Hold |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $751K | Sell |
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|
2023
Q3 | $775K | Sell |
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|
2023
Q2 | $840K | Sell |
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|
2023
Q1 | $982K | Sell |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $880K | Buy |
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|
2021
Q3 | $745K | Buy |
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|
2021
Q2 | $750K | Sell |
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|
2021
Q1 | $948K | Buy |
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|
2020
Q4 | $599K | Buy |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $390K | Hold |
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|
2020
Q1 | $395K | Buy |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $668K | Hold |
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|
2019
Q2 | $615K | Buy |
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|
2019
Q1 | $595K | Buy |
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|
2018
Q4 | $556K | Buy |
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|
2018
Q3 | $502K | Sell |
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|
2018
Q2 | $506K | Sell |
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|
2018
Q1 | $552K | Sell |
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|
2017
Q4 | $634K | Sell |
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|
2017
Q3 | $634K | Sell |
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|
2017
Q2 | $653K | Sell |
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|
2017
Q1 | $741K | Sell |
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|
2016
Q4 | $725K | Sell |
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|
2016
Q3 | $766K | Buy |
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|
2016
Q2 | $814K | Sell |
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|
2016
Q1 | $860K | Sell |
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|
2015
Q4 | $986K | Buy |
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|
2015
Q3 | $727K | Sell |
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|
2015
Q2 | $753K | Buy |
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|
2015
Q1 | $818K | Sell |
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|
2014
Q4 | $4.06M | Buy |
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|
2014
Q3 | $3.4M | Buy |
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|
2014
Q2 | $3.02M | Buy |
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|
2014
Q1 | $2.77M | Buy |
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|
2013
Q4 | $2.04M | Buy |
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|
2013
Q3 | $1.97M | Sell |
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|
2013
Q2 | $2.1M | Buy |
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