Kimelman & Baird’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 | $157K | Hold |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $154K | Hold |
|
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|
2024
Q2 | $134K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $213K | Hold |
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|
2017
Q2 | $213K | Hold |
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|
2017
Q1 | $209K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $268K | Sell |
|
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|
2016
Q2 | $296K | Buy |
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|
2016
Q1 | $273K | Buy |
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|
2015
Q2 | $238K | Sell |
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|
2015
Q1 | $402K | Buy |
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|
2014
Q4 | $427K | Sell |
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|
2014
Q3 | $398K | Hold |
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|
2014
Q2 | $395K | Hold |
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|
2014
Q1 | $379K | Hold |
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|
2013
Q4 | $368K | Sell |
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|
2013
Q3 | $362K | Buy |
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|
2013
Q2 | $360K | Buy |
|