Novare Capital 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
Q2 | $1.52M | Buy |
|
|||||
|
2025
Q1 | $1.51M | Buy |
|
|||||
|
2024
Q4 | $1.21M | Sell |
|
|||||
|
2024
Q3 | $1.33M | Buy |
|
|||||
|
2024
Q2 | $1.15M | Sell |
|
|||||
|
2024
Q1 | $1.2M | Buy |
|
|||||
|
2023
Q4 | $937K | Sell |
|
|||||
|
2023
Q3 | $1.1M | Sell |
|
|||||
|
2023
Q2 | $5.53M | Buy |
|
|||||
|
2023
Q1 | $5.79M | Sell |
|
|||||
|
2022
Q4 | $6.27M | Sell |
|
|||||
|
2022
Q3 | $5.92M | Buy |
|
|||||
|
2022
Q2 | $6.15M | Buy |
|
|||||
|
2022
Q1 | $1.2M | Sell |
|
|||||
|
2021
Q4 | $1.15M | Buy |
|
|||||
|
2021
Q3 | $472K | Buy |
|
|||||
|
2021
Q2 | $388K | Buy |
|
|||||
|
2021
Q1 | $272K | Sell |
|
|||||
|
2020
Q4 | $273K | Sell |
|
|||||
|
2020
Q3 | $273K | Sell |
|
|||||
|
2020
Q2 | $323K | Buy |
|
|||||
|
2020
Q1 | $226K | Sell |
|
|||||
|
2019
Q4 | $335K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $216K | Sell |
|
|||||
|
2019
Q1 | $505K | Sell |
|
|||||
|
2018
Q4 | $534K | Sell |
|
|||||
|
2018
Q3 | $550K | Sell |
|
|||||
|
2018
Q2 | $610K | Sell |
|
|||||
|
2018
Q1 | $725K | Buy |
|
|||||
|
2017
Q4 | $527K | Buy |
|
|||||
|
2017
Q3 | $475K | Sell |
|
|||||
|
2017
Q2 | $556K | Sell |
|
|||||
|
2017
Q1 | $3.01M | Sell |
|
|||||
|
2016
Q4 | $3.33M | Buy |
|
|||||
|
2016
Q3 | $1.4M | Buy |
|
|||||
|
2016
Q2 | $485K | Sell |
|
|||||
|
2016
Q1 | $480K | Buy |
|
|||||
|
2015
Q4 | $366K | Buy |
|
|||||
|
2015
Q3 | $264K | Buy |
|
|||||
|
2015
Q2 | $231K | Sell |
|
|||||
|
2015
Q1 | $272K | Hold |
|
|||||
|
2014
Q4 | $296K | Hold |
|
|||||
|
2014
Q3 | $265K | Hold |
|
|||||
|
2014
Q2 | $263K | Sell |
|
|||||
|
2014
Q1 | $383K | Sell |
|
|||||
|
2013
Q4 | $461K | Sell |
|
|||||
|
2013
Q3 | $493K | Sell |
|
|||||
|
2013
Q2 | $565K | Buy |
|