NXG 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
2026
Q1
$4.58M Buy
2024
Q4
Sell
2024
Q3
$3.8M Buy
2018
Q3
Sell
2018
Q2
$2.77M Buy
2016
Q4
Sell
2016
Q3
$3.2M Buy
2015
Q1
Sell
2014
Q4
$1.84M Hold
2014
Q3
$1.65M Hold
2014
Q2
$1.63M Sell
2014
Q1
$2.35M Buy
2013
Q4
$2M Buy
2013
Q3
$234K Buy