Oakworth Capital’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 | $574K | Sell |
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|
2025
Q2 | $565K | Sell |
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|
2025
Q1 | $707K | Sell |
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|
2024
Q4 | $873K | Sell |
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|
2024
Q3 | $976K | Buy |
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|
2024
Q2 | $836K | Buy |
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|
2024
Q1 | $769K | Sell |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $958K | Sell |
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|
2020
Q3 | $964K | Sell |
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|
2020
Q2 | $875K | Buy |
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|
2020
Q1 | $749K | Buy |
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|
2019
Q4 | $658K | Buy |
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|
2019
Q3 | $565K | Sell |
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|
2019
Q2 | $660K | Sell |
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|
2019
Q1 | $728K | Sell |
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|
2018
Q4 | $729K | Sell |
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|
2018
Q3 | $810K | Buy |
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|
2018
Q2 | $718K | Buy |
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|
2018
Q1 | $690K | Sell |
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|
2017
Q4 | $953K | Sell |
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|
2017
Q3 | $936K | Sell |
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|
2017
Q2 | $906K | Buy |
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|
2017
Q1 | $747K | Buy |
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|
2016
Q4 | $614K | Buy |
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|
2016
Q3 | $635K | Sell |
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|
2016
Q2 | $655K | Hold |
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|
2016
Q1 | $676K | Buy |
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|
2015
Q4 | $534K | Buy |
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|
2015
Q3 | $74K | Hold |
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|
2015
Q2 | $77K | Sell |
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|
2015
Q1 | $235K | Buy |
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|
2014
Q4 | $248K | Buy |
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|
2014
Q3 | $70K | Hold |
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|
2014
Q2 | $70K | Hold |
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|
2014
Q1 | $67K | Hold |
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|
2013
Q4 | $65K | Buy |
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