Montgomery Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $221K | Hold |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $220K | Sell |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $266K | Sell |
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|
2016
Q3 | $338K | Sell |
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|
2016
Q2 | $477K | Sell |
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|
2016
Q1 | $478K | Hold |
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|
2015
Q4 | $423K | Sell |
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|
2015
Q3 | $522K | Sell |
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|
2015
Q2 | $844K | Buy |
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|
2015
Q1 | $762K | Sell |
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|
2014
Q4 | $835K | Buy |
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|
2014
Q3 | $672K | Buy |
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|
2014
Q2 | $635K | Sell |
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|
2014
Q1 | $667K | Sell |
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|
2013
Q4 | $771K | Sell |
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|
2013
Q3 | $914K | Hold |
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|
2013
Q2 | $924K | Buy |
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