Liberty Capital 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
Q2 | $248K | Buy |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $162K | Buy |
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|
2017
Q3 | $171K | Hold |
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|
2017
Q2 | $162K | Hold |
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|
2017
Q1 | $160K | Buy |
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|
2016
Q4 | $116K | Buy |
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|
2016
Q3 | $77K | Sell |
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|
2016
Q2 | $202K | Buy |
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