NorthRock Partners’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
Q2 | $1.09M | Buy |
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|
2025
Q1 | $899K | Buy |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $723K | Sell |
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|
2024
Q2 | $630K | Sell |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $710K | Buy |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $674K | Buy |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $721K | Sell |
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|
2022
Q2 | $868K | Buy |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $550K | Buy |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $343K | Sell |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $314K | Buy |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $886K | Buy |
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|
2019
Q3 | $223K | Buy |
|