Neville Rodie & Shaw’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 | $1.06M | Sell |
|
|||||
|
2025
Q2 | $1.02M | Sell |
|
|||||
|
2025
Q1 | $1.06M | Sell |
|
|||||
|
2024
Q4 | $937K | Buy |
|
|||||
|
2024
Q3 | $995K | Sell |
|
|||||
|
2024
Q2 | $903K | Sell |
|
|||||
|
2024
Q1 | $926K | Sell |
|
|||||
|
2023
Q4 | $963K | Sell |
|
|||||
|
2023
Q3 | $879K | Hold |
|
|||||
|
2023
Q2 | $894K | Sell |
|
|||||
|
2023
Q1 | $967K | Sell |
|
|||||
|
2022
Q4 | $1.18M | Buy |
|
|||||
|
2022
Q3 | $849K | Sell |
|
|||||
|
2022
Q2 | $1.3M | Hold |
|
|||||
|
2022
Q1 | $1.36M | Sell |
|
|||||
|
2021
Q4 | $1.29M | Sell |
|
|||||
|
2021
Q3 | $1.3M | Sell |
|
|||||
|
2021
Q2 | $1.56M | Hold |
|
|||||
|
2021
Q1 | $1.53M | Sell |
|
|||||
|
2020
Q4 | $1.5M | Sell |
|
|||||
|
2020
Q3 | $1.76M | Sell |
|
|||||
|
2020
Q2 | $1.86M | Sell |
|
|||||
|
2020
Q1 | $2.2M | Sell |
|
|||||
|
2019
Q4 | $2.5M | Buy |
|
|||||
|
2019
Q3 | $2.58M | Buy |
|
|||||
|
2019
Q2 | $2.27M | Buy |
|
|||||
|
2019
Q1 | $1.73M | Sell |
|
|||||
|
2018
Q4 | $1.67M | Hold |
|
|||||
|
2018
Q3 | $1.54M | Buy |
|
|||||
|
2018
Q2 | $1.52M | Sell |
|
|||||
|
2018
Q1 | $1.65M | Sell |
|
|||||
|
2017
Q4 | $1.91M | Buy |
|
|||||
|
2017
Q3 | $1.88M | Buy |
|
|||||
|
2017
Q2 | $1.85M | Sell |
|
|||||
|
2017
Q1 | $1.83M | Sell |
|
|||||
|
2016
Q4 | $1.77M | Sell |
|
|||||
|
2016
Q3 | $1.92M | Sell |
|
|||||
|
2016
Q2 | $2.29M | Sell |
|
|||||
|
2016
Q1 | $2.26M | Buy |
|
|||||
|
2015
Q4 | $1.98M | Sell |
|
|||||
|
2015
Q3 | $2.21M | Sell |
|
|||||
|
2015
Q2 | $2.27M | Buy |
|
|||||
|
2015
Q1 | $2.27M | Sell |
|
|||||
|
2014
Q4 | $2.55M | Buy |
|
|||||
|
2014
Q3 | $2.27M | Sell |
|
|||||
|
2014
Q2 | $2.33M | Sell |
|
|||||
|
2014
Q1 | $2.26M | Sell |
|
|||||
|
2013
Q4 | $2.24M | Sell |
|
|||||
|
2013
Q3 | $2.32M | Sell |
|
|||||
|
2013
Q2 | $2.46M | Buy |
|