North Star 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $424K | Buy |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $299K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $593K | Hold |
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|
2021
Q2 | $600K | Hold |
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|
2021
Q1 | $587K | Hold |
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|
2020
Q4 | $556K | Hold |
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|
2020
Q3 | $538K | Hold |
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|
2020
Q2 | $485K | Hold |
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|
2020
Q1 | $491K | Hold |
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|
2019
Q4 | $554K | Buy |
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|
2019
Q3 | $555K | Hold |
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|
2019
Q2 | $511K | Hold |
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|
2019
Q1 | $521K | Hold |
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|
2018
Q4 | $500K | Sell |
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|
2018
Q3 | $474K | Buy |
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|
2018
Q2 | $458K | Hold |
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|
2018
Q1 | $449K | Hold |
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|
2017
Q4 | $487K | Buy |
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|
2017
Q3 | $129K | Hold |
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|
2017
Q2 | $128K | Sell |
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|
2017
Q1 | $127K | Buy |
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|
2016
Q4 | $95K | Buy |
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|
2016
Q3 | $86K | Buy |
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|
2016
Q2 | $93K | Buy |
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|
2016
Q1 | $87K | Sell |
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|
2015
Q4 | $102K | Buy |
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|
2015
Q3 | $70K | Buy |
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|
2015
Q2 | $69K | Buy |
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|
2015
Q1 | $75K | Buy |
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|
2014
Q4 | $81K | Buy |
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|
2014
Q3 | $73K | Buy |
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|
2014
Q2 | $72K | Buy |
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|
2014
Q1 | $69K | Buy |
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