Naples Global 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 | $3.08M | Buy |
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|
2025
Q2 | $2.91M | Sell |
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|
2025
Q1 | $3.02M | Sell |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $2.53M | Sell |
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|
2024
Q1 | $2.46M | Buy |
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|
2023
Q4 | $2.41M | Buy |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $1.56M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $972K | Buy |
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|
2019
Q1 | $889K | Buy |
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|
2018
Q4 | $808K | Sell |
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|
2018
Q3 | $762K | Buy |
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|
2018
Q2 | $692K | Sell |
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|
2018
Q1 | $687K | Buy |
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|
2017
Q4 | $553K | Buy |
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|
2017
Q3 | $546K | Buy |
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|
2017
Q2 | $539K | Hold |
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|
2017
Q1 | $529K | Sell |
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|
2016
Q4 | $509K | Buy |
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|
2016
Q3 | $517K | Hold |
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|
2016
Q2 | $555K | Buy |
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|
2016
Q1 | $507K | Sell |
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|
2015
Q4 | $455K | Buy |
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|
2015
Q3 | $350K | Buy |
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|
2015
Q2 | $301K | Buy |
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|
2015
Q1 | $287K | Buy |
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|
2014
Q4 | $304K | Buy |
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|
2014
Q3 | $252K | Hold |
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|
2014
Q2 | $250K | Sell |
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|
2014
Q1 | $245K | Sell |
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|
2013
Q4 | $238K | Buy |
|