LPL Financial’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 | $283M | Buy |
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|
2025
Q2 | $233M | Buy |
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|
2025
Q1 | $220M | Buy |
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|
2024
Q4 | $178M | Buy |
|
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|
2024
Q3 | $181M | Sell |
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|
2024
Q2 | $163M | Buy |
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|
2024
Q1 | $152M | Buy |
|
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|
2023
Q4 | $152M | Buy |
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|
2023
Q3 | $132M | Buy |
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|
2023
Q2 | $131M | Buy |
|
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|
2023
Q1 | $127M | Buy |
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|
2022
Q4 | $123M | Buy |
|
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|
2022
Q3 | $97.7M | Buy |
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|
2022
Q2 | $105M | Buy |
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|
2022
Q1 | $95.9M | Buy |
|
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|
2021
Q4 | $84M | Buy |
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|
2021
Q3 | $75.5M | Buy |
|
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|
2021
Q2 | $68.7M | Buy |
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|
2021
Q1 | $62.6M | Buy |
|
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|
2020
Q4 | $58.4M | Buy |
|
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|
2020
Q3 | $53.8M | Sell |
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|
2020
Q2 | $49M | Buy |
|
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|
2020
Q1 | $46.6M | Buy |
|
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|
2019
Q4 | $50.2M | Buy |
|
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|
2019
Q3 | $49M | Buy |
|
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|
2019
Q2 | $44.6M | Buy |
|
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|
2019
Q1 | $45.4M | Sell |
|
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|
2018
Q4 | $43.9M | Buy |
|
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|
2018
Q3 | $38.5M | Buy |
|
|||||
|
2018
Q2 | $36.7M | Buy |
|
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|
2018
Q1 | $35M | Buy |
|
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|
2017
Q4 | $26.1M | Buy |
|
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|
2017
Q3 | $21.1M | Buy |
|
|||||
|
2017
Q2 | $20.1M | Buy |
|
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|
2017
Q1 | $1.04M | Sell |
|
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|
2016
Q4 | $1.29M | Sell |
|
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|
2016
Q3 | $1.86M | Sell |
|
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|
2016
Q2 | $2.11M | Sell |
|
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|
2016
Q1 | $29.3M | Buy |
|
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|
2015
Q4 | $21.7M | Buy |
|
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|
2015
Q3 | $13.4M | Sell |
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|
2015
Q2 | $14.1M | Buy |
|
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|
2015
Q1 | $14.8M | Sell |
|
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|
2014
Q4 | $17.4M | Buy |
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|
2014
Q3 | $15.2M | Buy |
|
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|
2014
Q2 | $14.6M | Buy |
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|
2014
Q1 | $13.1M | Buy |
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|
2013
Q4 | $12.3M | Buy |
|
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|
2013
Q3 | $12.1M | Buy |
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|
2013
Q2 | $11M | Buy |
|