LS 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
Q3 | $1.34M | Sell |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $808K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $2.04M | Sell |
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|
2020
Q3 | $2.22M | Sell |
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|
2020
Q2 | $2.62M | Sell |
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|
2020
Q1 | $2.96M | Sell |
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|
2019
Q4 | $3.9M | Buy |
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|
2019
Q3 | $3.98M | Buy |
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|
2019
Q2 | $3.54M | Buy |
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|
2019
Q1 | $3.51M | Sell |
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|
2018
Q4 | $3.45M | Sell |
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|
2018
Q3 | $3.54M | Sell |
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|
2018
Q2 | $3.73M | Buy |
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|
2018
Q1 | $3.65M | Buy |
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|
2017
Q4 | $3.71M | Buy |
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|
2017
Q3 | $3.66M | Sell |
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|
2017
Q2 | $3.7M | Buy |
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|
2017
Q1 | $3.59M | Buy |
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|
2016
Q4 | $3.35M | Buy |
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|
2016
Q3 | $3.24M | Sell |
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|
2016
Q2 | $3.66M | Buy |
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|
2016
Q1 | $2.98M | Sell |
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|
2015
Q4 | $2.68M | Buy |
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|
2015
Q3 | $2.65M | Sell |
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|
2015
Q2 | $2.61M | Sell |
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|
2015
Q1 | $2.9M | Buy |
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|
2014
Q4 | $2.68M | Sell |
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|
2014
Q3 | $2.47M | Sell |
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|
2014
Q2 | $2.54M | Buy |
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|
2014
Q1 | $2.41M | Buy |
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|
2013
Q4 | $1.94M | Buy |
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|
2013
Q3 | $1.06M | Buy |
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|
2013
Q2 | $795K | Buy |
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