Means Investment Company’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 | $371K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $375K | Buy |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $515K | Buy |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $405K | Sell |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $370K | Sell |
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|
2020
Q3 | $386K | Buy |
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|
2020
Q2 | $344K | Buy |
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|
2020
Q1 | $357K | Buy |
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|
2019
Q4 | $382K | Buy |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q2 | $335K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $321K | Buy |
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