Leavell 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 | $4.85M | Sell |
|
|||||
|
2025
Q2 | $4.85M | Buy |
|
|||||
|
2025
Q1 | $4.96M | Sell |
|
|||||
|
2024
Q4 | $4.4M | Sell |
|
|||||
|
2024
Q3 | $4.77M | Buy |
|
|||||
|
2024
Q2 | $4.1M | Buy |
|
|||||
|
2024
Q1 | $3.8M | Sell |
|
|||||
|
2023
Q4 | $4.19M | Sell |
|
|||||
|
2023
Q3 | $3.84M | Sell |
|
|||||
|
2023
Q2 | $4.26M | Sell |
|
|||||
|
2023
Q1 | $4.72M | Buy |
|
|||||
|
2022
Q4 | $5.02M | Sell |
|
|||||
|
2022
Q3 | $4.85M | Buy |
|
|||||
|
2022
Q2 | $5.41M | Buy |
|
|||||
|
2022
Q1 | $5.43M | Buy |
|
|||||
|
2021
Q4 | $4.81M | Sell |
|
|||||
|
2021
Q3 | $4.49M | Sell |
|
|||||
|
2021
Q2 | $4.46M | Hold |
|
|||||
|
2021
Q1 | $4.46M | Sell |
|
|||||
|
2020
Q4 | $4.28M | Sell |
|
|||||
|
2020
Q3 | $4.99M | Sell |
|
|||||
|
2020
Q2 | $4.63M | Hold |
|
|||||
|
2020
Q1 | $4.69M | Sell |
|
|||||
|
2019
Q4 | $5.31M | Buy |
|
|||||
|
2019
Q3 | $5.57M | Buy |
|
|||||
|
2019
Q2 | $5.02M | Buy |
|
|||||
|
2019
Q1 | $5.03M | Sell |
|
|||||
|
2018
Q4 | $4.87M | Sell |
|
|||||
|
2018
Q3 | $4.52M | Sell |
|
|||||
|
2018
Q2 | $4.5M | Sell |
|
|||||
|
2018
Q1 | $4.6M | Sell |
|
|||||
|
2017
Q4 | $5.16M | Sell |
|
|||||
|
2017
Q3 | $5.17M | Buy |
|
|||||
|
2017
Q2 | $5.05M | Sell |
|
|||||
|
2017
Q1 | $5.03M | Buy |
|
|||||
|
2016
Q4 | $4.71M | Sell |
|
|||||
|
2016
Q3 | $4.89M | Buy |
|
|||||
|
2016
Q2 | $5.21M | Sell |
|
|||||
|
2016
Q1 | $5.02M | Buy |
|
|||||
|
2015
Q4 | $4.36M | Buy |
|
|||||
|
2015
Q3 | $4.19M | Buy |
|
|||||
|
2015
Q2 | $3.93M | Buy |
|
|||||
|
2015
Q1 | $4.27M | Buy |
|
|||||
|
2014
Q4 | $4.56M | Buy |
|
|||||
|
2014
Q3 | $3.94M | Buy |
|
|||||
|
2014
Q2 | $3.83M | Buy |
|
|||||
|
2014
Q1 | $3.6M | Sell |
|
|||||
|
2013
Q4 | $3.52M | Sell |
|
|||||
|
2013
Q3 | $4.34M | Sell |
|
|||||
|
2013
Q2 | $4.4M | Buy |
|