Marietta Investment Partners’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 | $423K | Hold |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $581K | Hold |
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|
2023
Q2 | $591K | Hold |
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|
2023
Q1 | $635K | Sell |
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|
2022
Q4 | $695K | Hold |
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|
2022
Q3 | $632K | Hold |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $527K | Hold |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $418K | Hold |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $382K | Hold |
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|
2019
Q4 | $431K | Hold |
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|
2019
Q3 | $453K | Hold |
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|
2019
Q2 | $417K | Hold |
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|
2019
Q1 | $425K | Hold |
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|
2018
Q4 | $408K | Buy |
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|
2018
Q3 | $266K | Hold |
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|
2018
Q2 | $263K | Sell |
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|
2018
Q1 | $325K | Hold |
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|
2017
Q4 | $353K | Hold |
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|
2017
Q3 | $352K | Buy |
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