Morningstar Investment Services’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
Q1 | $1.75M | Sell |
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|
2024
Q4 | $3.47M | Sell |
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|
2024
Q3 | $41.2M | Sell |
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|
2024
Q2 | $36.2M | Sell |
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|
2024
Q1 | $35.1M | Sell |
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|
2023
Q4 | $76.5M | Buy |
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|
2023
Q3 | $35.7M | Sell |
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|
2023
Q2 | $36M | Sell |
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|
2023
Q1 | $39M | Buy |
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|
2022
Q4 | $41M | Buy |
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|
2022
Q3 | $35.4M | Buy |
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|
2022
Q2 | $39.7M | Buy |
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|
2022
Q1 | $39.8M | Buy |
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|
2021
Q4 | $37.4M | Buy |
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|
2021
Q3 | $34.5M | Sell |
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|
2021
Q2 | $34.5M | Sell |
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|
2021
Q1 | $34.1M | Sell |
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|
2020
Q4 | $34.3M | Sell |
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|
2020
Q3 | $32.9M | Sell |
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|
2020
Q2 | $33.9M | Sell |
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|
2020
Q1 | $36.5M | Buy |
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|
2019
Q4 | $39.1M | Buy |
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|
2019
Q3 | $41M | Sell |
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|
2019
Q2 | $38.4M | Buy |
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|
2019
Q1 | $39.1M | Sell |
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|
2018
Q4 | $38.3M | Sell |
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|
2018
Q3 | $38.6M | Sell |
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|
2018
Q2 | $41.5M | Sell |
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|
2018
Q1 | $47.7M | Sell |
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|
2017
Q4 | $62M | Sell |
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|
2017
Q3 | $66.5M | Sell |
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|
2017
Q2 | $69.1M | Buy |
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|
2017
Q1 | $66.4M | Buy |
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|
2016
Q4 | $62.2M | Buy |
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|
2016
Q3 | $59.8M | Buy |
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|
2016
Q2 | $55.6M | Buy |
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|
2016
Q1 | $45M | Buy |
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|
2015
Q4 | $35.1M | Buy |
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|
2015
Q3 | $22.7M | Buy |
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|
2015
Q2 | $14.3M | Buy |
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